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Manage roles to define user permissions and access levels.
Assign roles to users based on their responsibilities.
Define a new role and set its permissions.
Customize your preferences, update your account settings, and manage notifications.
Use this API key to integrate with external applications and enable secure data exchange
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Create and manage tags for better organization across modules
Manage your tags to organize your CRM data better.
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Quickly Create and Assign New Tasks. Keep Your Workflow Organized and Efficient. Ensure No Important Task is Overlooked.
Customize your workflow by adding a new status below.
Stay organized with comprehensive document tracking.
Task Cadence refers to a structured set of tasks that you can define for your sales representatives to follow in order to close deals effectively.
Please provide a detailed prompt to guide the AI in generating the company research. Include specific information you need.
Easily Create and Track New Deals. Streamline Your Sales Pipeline Management. Ensure Every Opportunity is Captured and Monitored.
Pipelines are visual representations of your sales process. You can add multiple stages to your pipeline, with each stage having a probability percentage that represents the likelihood of a deal moving to the next stage.
Credits are used to unlock lead information like emails, phone numbers and social media information
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Please configure your email apps to use this feature.
Click here to add appsBoost your productivity with CRM.io’s all-in-one sales assistant. Follow the steps below to install the extension
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Analyze real-time lead scores
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Once deleted, 'Related To' or the contact cannot be re-added to cadence task.
Manage telephony providers for your sales representatives. You can add SIP, Skype, System Call, or Custom telephony providers.
Simplify your contact management process.
Finder.io Search from the World’s Largest B2B Database.
LinkedIn Download and install the CRM.io Chrome Extension to enable LinkedIn prospecting.
Prospects matching your search filters will be displayed here
Export selected contacts based on specific criteria.
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|
Full Name |
Title |
Company Name |
|
Phone |
Tags |
|---|
No contacts available. Please add some contacts.
Select a new owner for the selected contacts.
Select a new list for the selected contacts.
Select an email app and template for the selected contacts.
Select Gmail, Sendgrid or SES
Enter the tag to remove from the selected contacts.
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Please enter the number of contacts you want to delete.
Enter a tag name below to be added if the data is not found.
If not found
Upload your contact list quickly by choosing a CSV or Google Sheet file
Map the fields from your CSV file to the corresponding fields in the system. Make sure to match the columns accurately to ensure proper data import.
| Fields | File Headers |
|---|
Lists are optional. You can define various projects in your CRM to target different contact lists for specific campaigns.
Efficient Contact Updates. Quick Access and Input. Strengthen Your CRM Workflow
Auto-assign leads to active sales reps based on workload balance
Simplify your dialer process.
| Name | Provider | Status | Owner | List Name |
|---|
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Configure your calling campaign settings and script to streamline your outreach process and ensure consistent communication
Configure your calling campaign settings and script to streamline your outreach process and ensure consistent communication
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Manage and view your companies here.
| Company Name | Website URL | Contacts | LinkedIn URL |
|---|
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Manage your pipeline and close more deals efficiently.
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Please provide a reason for why this deal is being marked as lost. This information will help in understanding the cause and improving future strategies.
Track and manage all your tasks effortlessly.
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Name |
Owner |
Priority |
Related To |
Status |
Due Date |
Added By |
|---|
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Stay organized with comprehensive document tracking.
|
Name |
Type |
Related To |
Description |
Owner |
|---|
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Created on
Owner
Priority
Type
Related To
Google Calendar Event
Created on
Organizer
Status
Manage Automations to Simplify Your Workflow
| Enabled | Name | Automation Type | Created Date | Prompt |
|---|
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Set up custom automation to handle diverse actions with ease.
| Enabled | Name | Automation Type | Created Date |
|---|
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Set up custom email automation to handle diverse actions with ease.
| Enabled | Name | Automation Type | Created Date |
|---|
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Create and manage sales automation rules to streamline contact assignments and workflows efficiently.
Search and discover company information, technologies, and contacts by entering a business domain in the B2B Database.
Leads
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Search email addresses from any domain in seconds
Find verified emails of potential leads easily and increase your lead conversion
Quickly verify your email list to reduce bounce rates
Find technologies used by your prospective customers just by entering their website domain
Find the websites using a particular technology
Find prospect's phone numbers easily
Uncover caller identities easily just by entering their phone numbers below
Prospects matching your search filters will be displayed here
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| List Name |
|---|
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CSV Upload Instructions:
Activate duplicate check for the above selected columns
| Name | Type | Channel |
|---|
No campaigns available. Please add a campaign to get started.
AI Campaigns by Fav.ai offer unparalleled hyper-personalization. Tailored to your customer's company name, industry, and many other parameters, these campaigns ensure unique and engaging email content that stands out in the industry.
AI Campaigns by Fav.ai offer unparalleled hyper-personalization. Tailored to your customer's company name, industry, and many other parameters, these campaigns ensure unique and engaging email content that stands out in the industry.
Use this form to see how Fav.ai generates a hyper-personalized campaign.
Select a list, enter an email in the textbox, and click on the Generate Email Sequence button to see dynamic cadence.
Subscribers
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Unique Subscribers
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Unsubscribed
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Archived
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Ready
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Scheduled
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Success
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Multiple Subscribers
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Contacts
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Unique Contacts
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Unsubscribers
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Archived
0
Ready
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Scheduled
0
Sent
0
Failed
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Unsubscribed
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Spam
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Bounced
0
Opens
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Unique Opens
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Clicks
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Unique Clicks
0
Click on a type to view details
| Name | Type |
|---|
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| Sender Name | Sender From | Type | Actions |
|---|
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Manage your social media accounts and posts.
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