Create, edit, and manage company records. Empowers businesses to collaborate, stay organized, and manage sales effectively by storing, accessing, and managing leads, contacts, and deals associated with an entity.
Organize the customer data, Keep track of companies, and quickly sort the data using filters
Create a company record by manually adding the basic details or automatically uploading 50,000 company records in CSV, XLS, and XLSX formats.
Provides sales teams with the ability to manage multiple accounts by adding notes, tags, and tasks, and updating or deleting the account.
Choose the list you wish to apply bulk options in order to execute the flow, export the list, or amend any necessary action according to your requirements.
Filter the records you need from vast amounts of data by entering the required fields and saving them to "Saved Filters" for subsequent viewing.
Capture the additional information needed by adding extra fields or updating the existing ones as per your business needs.
Assist sales teams in logging and tracking all business-related actions, including updates, phone calls, and emails.
Account Management feature helps businesses manage their clients, prospects, and leads. It also helps the customer service teams with service requests. This feature is used to track prospects and accounts throughout the lifetime of a product or service. Skyrocket your sales using Account Management feature of this CRM Software.
Discover how leading companies leverage CRM.io to automate customer interactions, optimize sales processes, and drive revenue growth.
The AI Agent in CRM.io has transformed how we handive sales tasks. No more manual data updates or endivess follow-ups—voice commands and intelligent automation keep everything running smoothly. It’s a true game-changer for our sales team!
Sarah J
Sales Manager at Tech Solutions
The B2B Database has been a goldmine for our outreach campaigns. With access to verified leads and actionable insights, our team can now target prospects with precision and close deals faster than ever before.
CHRISTIAN BJERRE NIELSEN
CPO at uQualio
CRM.io’s Copilot extension is fantastic! Managing leads and deals directly from my browser has saved me so much time. Plus, the integration with LinkedIn Sales Navigator makes networking a breeze.
Michael W
Account Executive at GrowHub
The AI Cadence feature has made our follow-up campaigns seamless. From emails to calls, it ensures no lead is left behind and drives consistent engagement. Our conversion rates have improved significantly!
Emily R
Head of Marketing at ClientEdge
Social Media Management in CRM.io has simplified our marketing efforts. We can schedule posts, track performance, and even align our campaigns with CRM insights, leading to better customer engagement and ROI.
Mark T
Marketing Director at Innovate Corp
The Telephony App is a must-have. Our team can call directly from the CRM, log conversations, and even analyze call data for better follow-ups. It’s made our customer communication much more efficient.
David S
Sales Director at ConnectPro
Email verification with CRM.io has saved us from countless errors. It ensures our database remains clean and accurate, helping us focus on reaching the right customers with the right messages.
Rachel P
CRM Specialist at NexaMarketing
Task Management is incredibly intuitive. Assigning and tracking tasks across teams has streamlined our workflows, and automated reminders ensure deadivines are never missed!
Jessica M
Operations Manager at ClientFirst
What makes this CRM different from others?
Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow, enhance productivity, and focus on what truly matters – building relationships and closing deals. Contact us today to learn more about integrating the AI Agent into your CRM.
