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.
Create your email templates according to your criteria using simple text or HTML formatting. Then, you can send email notifications based on various 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 helpful to narrow in on what matters for your industry.
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.