CRM
The CRM is one of the most robust, yet simple to use customer relationship management systems on the market.
A CRM That Grows with Your Business
The CRM offering is one of the most robust, yet simple to use customer relationship management systems on the market. Used by companies, small, medium, and enterprise – This CRM enables businesses of all sizes and industries to seamlessly manage customer and contact relations, build step-by-step sales funnels, manage drip marketing campaigns, and deliver powerful insights to close more business.
Start managing your customers, prospects, employees, and finances better!
Not only are you getting one of the best, top-rated CRM products available on the market, but sales agents who utilize a CRM system noticed an increase in sales of a staggering 41%! Utilize email to lead, web to lead, single lead input, or CSV upload to get leads into your sales funnel. From there, manage your leads into contacts, opportunities, and customers with ease.
Flexibility your business needs!
This type of fully integrated functionality makes this CRM offering perfect for any kind of business or vertical. ROBUST APP Add ons ALL Included with over 50 APPS! If you don’t see what you need our integrated app builder will allow you to completely customize for your specific businesses needs. Use the integrated tools to help manage operations and ensure your business has what it needs to work with any type of customer – B2C, B2B, B2E!
Work orders, Supply chain, Marketing, Project Management, HRMS, Time-sheet management, Team collaboration, Financials and more!
- Fully customizable with over 50 add on apps included
- Powerful and multi-functional funnel creation
- Complete client and project management solution
- Integrated Inventory tracking, invoicing, payment collection
- Sync payments,expenses, and invoices directly to QuickBooks
To see this module in action, click the button to Schedule a free demonstration!
This system provides everything your business needs from inventory management, sending estimates and quotes, tracking budgets, employee time sheets, invoicing, even payment collection
Seamless Integration
Share information across modules
Built in Invoicing and payments through Paypal, Stripe, Authorize.net, Bank wire and more!
SYNC Payments, Expence reports and invoices directly to Quickbook for EZ accounting integration!
* Can also be connected to other accounting software through API Integration
Better sales tracking
Sales performance dashboard
Win/loss analysis
Sales planning applications
Territory Management
Customizable sales funnel
Simple sales assignment
Clear reporting
Sales funnel breakdown
Financial analysis
Marketing performance
Revenue/cost planning
Employee management
Simple contact filtering
Convert more business
Step-by-step sale funnel creation
Opportunity segmentation – focus on key accounts
Simple lead to customer to opportunity set up
Opportunity to order/invoice/estimate/project
Visual display of sales funnels
Better contact management
Simple lead capture
No limits on uploaded contacts
Easily create or remove fields
Input information tha’s important to your business
Create custom views and reports
Advanced search capabilities