to create custom views and fields
Customize the CRM to fit your business by automating certain actions, collecting information on need, adding on-demand features to keep your business on track.
Create and manage customizable features such as custom fields, buttons, and layouts to tailor the system
Use the page layouts feature to get a good visual representation of the data. It allows you to quickly see how progress is being made by different stages of a lead.
Collect and store information that doesn't fit into the standard modules and field offerings of CRM.io. It is possible to customize it with the fields you need to broaden the types of information that can be stored within this system.
Create custom views and utilize CRM.io's powerful filters to sift through all of your CRM's data and focus in on the most important prospects. Identify hot prospects or prospects who meet a set of criteria quickly and follow up with the necessary updates.
Create your email templates according to your criteria by using simple text or HTML formatting. You can send email notifications based on a variety of events that you set up.
Choose leads as an optional module. Leads module can be enabled or disabled based on the business type and requirement.
Customize the stages of leads, contacts and deals according to the requirements of the business. These custom stages are helful to narrow in on what matters for your industry.
Here are the additional features to look at
Record, track and manage leads captured from various sources like websites and others. Automate lead routing, create custom workflows, and assign leads to your team.
Store all the information of contacts in one place. Customizable options to track, organize, maintain, and update have made contact management effortless and simple.
Save time and increase efficiency by organizing, prioritizing, deciding, and tracking the deals. The sales teams close the deals that boost the company values smoothly yet effortlessly.
Make the teams collaborative, and manage the sales funnel accordingly. Account Management is made easy by maintaining and tracking the information of the potential customers.
Drive sales through automation capabilities of CRM software. Drag-and-drop flow builders simplify complex processes and make up free time to make more sales.
Track and monitor the sales reports through dashboards. Get visual, real-time, and interactive reports to forecast the organizational structure using CRM Software.
Upload, save your documents and send them as attachments in emails. This includes tagging your files with relevant contacts and deals that you could be working on.
Take customer interaction to the next level with CRM.io's industry-leading telephony capabilities. Make calls, log calls, get call analytics, call reminders in CRM telephony.
Add tasks and assign them to the right team member. Set the task’s type, due date and category, and associate the tasks to appropriate leads, contacts.
Customize the CRM to fit your business by automating certain actions, collecting information on need, adding on-demand features to keep your business on track.
Create automated workflows that can save time by eliminating mundane tasks, like manually sending emails to leads or creating follow-up activities one by one.
Score leads based on demographics such as role, age, and company size. Leads are scored based on their actions, such as how they respond to emails or social media posts.
Visualize and track your monthly and yearly sales quotas, automate your sales processes and the sales performance of the team with the help of our high-quality analytical tools.
Enable your sales teams with the right resources to sell more. Offer a range of strategic and tactical solutions to help you and your organization succeed.
Track your sales forecasts with the help of CRM.io's forecasting tools. Track how you're doing against quota by looking at different groups of products and time periods.
Manage and track your sales, leads, and follow-ups with this easy-to-use CRM. Gather data from your team members and compare their performance to see which leads have been profitable.
Customize your sales pipeline to make customer engagement and sales tracking simpler. With pipeline management, you can organize and track your various sales and customer interactions.
Get eye-catching graphics, analytics, and information about your customers’ behavior with CRM.io. It also offers email reports, metrics, funnel and cohort analysis.
Go to the next level with 
At 500apps, we design & build world-class products for your business to help you grow like the Fortune 500.
I chose 500apps because of their value and incredible superior customer service. They really care about small-to-medium sized organizations like ours, whether you're very CRM experienced or lightly so. Every business needs a CRM these days. Compared to HubSpot or Fusion Marketing, they really present a better value and are quite robust yet simple to use. Very pleased!
I love 500apps. It's a perfect solution for startups. The price is right and the system does all I need it to. I had a small issue and called the customer service line. I was really impressed being able to speak with the team all the way from Australia. They resolved my issue immediately and were very nice to deal with. I highly recommend this solution. 500apps is excellent for startups who can't afford the high prices of alternative solutions out there.
500apps is a pretty compressive system for a good price. Plenty of integrations. Sales, marketing and help desk automation. I love that it integrates with IMAP and the chrome widget is brilliant for pulling in LinkedIn data. I've found the customer service incredibly responsive. These guys really care about their reputation.
