Alert
Your message here...
Detecting your system...
Select the version that matches your system.
Alert
Your message here...
Your notification message here...
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.
We value your insights! Help us improve by sharing your experience.
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. These tasks ensure a consistent approach and help in maintaining the momentum needed to move prospects through the sales pipeline.
This is the name that will appear as the sender.
This is the email address that will appear as the sender.
Enter the recipient's email address.
Enter a subject line for the email.
Compose your email in HTML format here.
Compose your email in HTML format here.
Compose your email in plain text format here.
Attach any files you want to include in the email.
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
This action will consume one credit. Would you like to proceed?
Please configure your email apps to use this feature.
Click here to add appsEnhance Your Workflow with Intelligent Automation
Analyze real-time lead scores
Upload an image file to update your avatar.
This is
your paragraph text.
Manage telephony providers for your sales representatives. You can add SIP, Skype, System Call, or Custom telephony providers.
Call connecting...
00:00
End Call
Mute
Call connecting...
Simplify your contact management process.
Prospects matching your search filters will be displayed here
No lists available. Please add a list to get started.
|
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.
Enter the tag to remove from the selected contacts.
Are you sure you want to delete contacts?
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
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 |
|---|
No campaign available. Please add an campaign.
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
View the details of this calling campaign
Generating call script...
Generating Suggestions...
Manage and view your companies here.
| Company Name | Website URL | Contacts | LinkedIn URL |
|---|
Unlock Powerful Insights with Our AI-Driven Company Research Assistance.
Manage your pipeline and close more deals efficiently.
No pipelines available. Please add a pipeline to get started.
No deals available. Please add a deal to get started.
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.
|
Name |
Owner |
Priority |
Related To |
Status |
Due Date |
Added By |
|---|
No tasks available. Please add a task to get started.
Are you sure you want to close the selected tasks?
Stay organized with comprehensive document tracking.
|
Name |
Type |
Related To |
Description |
Owner |
|---|
No documents available. Please add a document to get started.
Created on
Owner
Priority
Type
Manage Automations to Simplify Your Workflow
| Enabled | Name | Automation Type | Created Date | Prompt |
|---|
No automations available. Please add an automation.
Set up custom automation to handle diverse actions with ease.
Search and discover company information, technologies, and contacts by entering a business domain in the B2B Database.
Leads
Email / Phone
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
AI agent helps manage CRM tasks & contacts
Manage your marketing
| List Name |
|---|
No lists available. Please add a list to get started.
No subscribers found matching the search criteria.
No subscriber details found matching the search criteria.
Do you really want to delete the selected subscribers? This action cannot be undone.
Do you really want to delete the tags from selected subscribers?
Enter multiple tags separated by commas. For example: fav, icon
No subscribers found
Click on upload icon to upload subscribers.
CSV Upload Instructions:
| 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
0
Unique Subscribers
0
Unsubscribed
0
Archived
0
Ready
0
Scheduled
0
Success
0
Multiple Subscribers
0
Contacts
0
Unique Contacts
0
Unsubscribers
0
Archived
0
Ready
0
Scheduled
0
Sent
0
Failed
0
Unsubscribed
0
Spam
0
Bounced
0
Opens
0
Unique Opens
0
Clicks
0
Unique Clicks
0
Click on a type to view details
| Name | Type | Category |
|---|
No templates available. Please add a template to get started.
| Sender Name | Sender From | Type | Actions |
|---|
No sender authentication available. Please add a sender authentication to get started.
We built CRM.io with love for growing businesses. Please refer us to your friends and help us grow.
For any questions or assistance regarding Customer Support, Sales Inquiries, Technical Support, or General Inquiries, our AI-powered team is here to help!
Choose a plan that best suits your needs.
Yes, our plans are flexible. You can upgrade, downgrade, or cancel at any time. Please note that refunds are not provided for cancellations or downgrades. Contact us for more details.
During your trial, you will have access to all features of our Professional plan. If you need a trial for a specific plan, contact us. You can choose a plan and pay by credit card or PayPal at any time during your trial.
We use enterprise-class security features and conduct comprehensive audits to protect customer and business data. Learn more about our security measures to keep your data safe.
Our Help Center is available 24/7. You can also contact our global support team anytime. We're here to help!
Tell us what you are looking for, and our sales team will provide a one-on-one demo.
Looking to get onboarded and automate your bots for sales, marketing, and other departments? Our Customer Success team will set up your bots and create flows on your behalf. This service is free for the first call.
Social Media
Manage your social media accounts and posts.
No categories available. Please add a category to get started.
Enter the category name to save.
Add Post
Select your favorite apps to see your post come to life! 🚀✨
AI Posts from Website
×No posts available. Please add a post to get started.
Add Stream
Networks
Stream Configurations
Add Stream Details
Dashboard
Manage your reports
Add Report
Generate Comprehensive Client Reports Instantly.
Filter
×Apps
Manage and view your apps here.
Integrate with a variety of third-party services in your bots and automation flows. Click the button above to add an app.
Add App
Configure App
Unlock AI Power with CRM.io's Flexible Pricing
Choose the ideal plan to automate processes, boost efficiency, and stay competitive, tailored for businesses of all sizes.
Advanced Chat Capabilities
24/5 Dedicated Support
Multi-Channel Notifications
Customizable Integrations
More Info
Organization Details
Personal Settings
Login to
Please Verify Your Phone or Email
We have sent an OTP to your contact. Please enter it below to verify.