Intuitive CRM Customizations
to create custom views and fields
Customize the CRM to fit your business by automating specific actions, collecting information on the need, adding on-demand features to keep your business on track.
to create custom views and fields
Customize the CRM to fit your business by automating specific actions, collecting information on the need, adding on-demand features to keep your business on track.
Create & manage customizable features such as custom fields, buttons, and layouts to tailor the system
Use the page layouts feature to get an excellent visual representation of the data. It allows you to see how different lead stages are making progress quickly.
Collect and store information that doesn't fit into CRM.io's standard modules and field offerings. 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 on the most important prospects. Identify hot prospects or prospects who meet a set of criteria quickly and follow up with the necessary updates.
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 helpful to narrow in on what matters for your industry.
Here are the additional features to look at
Lead management software aids in the recording, tracking & managing of leads gathered from various sources such as websites and other sources easily & quickly.
Contact management software stores all of your contacts' information at one place & helps in tracking, organising, managing, and updating contacts effortlessly.
Deal management software saves time & increases efficiency by organizing, prioritizing, deciding & tracking deals. Close more deals using deal management.
Account management software can help you track the information of potential customers. Stay organized & improve sales by managing companies data at one place.
Sales automation enables businesses to increase sales & improve sales productivity by automating tasks. Drag-and-drop flow builders simplify complex processes.
Sales analytics aids in the tracking, analysing, and forecasting of sales information. Get visual, real-time and interactive reports to forecast sales.
Document management system in CRM allows you to upload, manage and share your documents and as well as tag them files with relevant contacts and deals.
CRM Telephony aids you to take customer interaction to next level. Make calls, log calls, get call analytics & call reminders in industry-standard telephony.
Task management feature in CRM software helps in allowing users to create tasks, set due dates and reminders, assign them to appropriate leads, contacts.
CRM Customizations allows you to Customize your CRM to fit your business by automating certain actions, collecting information to keep your business on track.
Email Integration in CRM Software helps in managing and scheduling customer emails
Project Management allows businesses to manage multiple tasks of various projects from various clients in a centralized dashboard.
Pipeline management helps sales teams to create, customize & visualize pipelines. Customize each stage of the sales process and also for each type of sale.
CRM Reporting gets you eye-catching graphics & information about your customers’ behaviour. It also offers reports, metrics, funnel and cohort analysis.
Lead scoring is the process of evaluating leads for their sales potential, based on set criteria you define on demographics such as role, age, and company size.
Performance management tool for sales teams is to track monthly and yearly revenue goals, automate the sales process & collect detailed analysis of performance.
Sales Management helps you to track your sales, leads & follow-ups. It gathers data from your team members and allows a comparison of their performance.
Sales forecasting enables companies to track the performance of their sales quota & plan for the future and assess product performance in relation to goals.
Customer relationship management (CRM) is a set of processes for managing and maintaining relationships with current, past, and potential customers.
It integrates with your leading business applications, empowering you and your team to close deals faster, with less effort.
CRM software for businesses to manage their customer interactions and data. Storage of customer contact information, interactions, purchasing history & more
Sales enablement helps you create, organize, deliver & manage all the right content for your sales teams. Sales Enablement helps to make better decisions.
Workflow automation in CRM is a unique technology that allows you to create workflows, which can be used for automating your routine tasks with the help of CRM.
Retail CRM software for managing customer relationships, Increase the effectiveness of customer care and marketing. Integrate with industry-leading platforms.
Call center CRM software provides a single point of data entry for your call center, eliminating the need for expensive third-party solutions
Real estate CRM helps in the managing relationships with buyers, sellers, and other financial institutions. It includes features that tailor these segments.
With Cloud-based CRM Software manage contacts, leads, and chats anywhere, anytime. Increase the overall productivity of sales, service and marketing.
Small business crm is a web-based Sales CRM programming that deals with your business, showcasing and support in one platform.
CRM is an integrated system that captures and analyzes data from many sources to understand your customers as well as the growth potential of your business.
eCommerce crm is an affordable, web-based software that offers sales and customer contact management solutions. Your complete solution for eCommerce, this CRM system offers features such as email marketing, campaign management, and more.
SaaS CRM software for managing customer relationships, Increase the effectiveness of customer care and marketing. Integrate with the leading platforms, metrics, on boarding systems in your company.
A CRM system handles interactions between organisations and customers. It provides companies with various tools essential to supervise customer connections.
Acquire customer and lead information and automate customer service, sales, and marketing to drive more sales using the CRM tool.
Manage customer data in a central database that simplifies business processes, customer information, sales management, and customer service.
Customer relationship management helps companies manage contacts, leads, and opportunities, create tasks and store documents and files.
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