Get a comprehensive contacts and accounts management, a pipeline management, a sales analytics, and powerful sales automation; all in one place.
Sell more effectively with a 360° view of contacts.
Effortlessly manage deals with visual sales pipelines.
Drive sales force efficiency with easily automated workflows.
Optimize strategies and tactics with smart analytics.
Capture, nurture, and measure the likelihood of your leads becoming potential buyers. Ensure proper follow-up to guide them through the sales pipeline towards conversion.
Find out more about Lead Management
Get a single, holistic view of all your contacts and their activity. Build and nurture strong relationships and effectively manage their journey through the sales funnel towards conversion to close more deals.
Find out more about Contact Management
Track and manage the progress of your deals with an intuitive, interactive pipeline visualization using Deal Management feature. Create multiple pipelines, each with its own relevant deal stages based on your needs.
Find out more about Deal Management
Get more strategic in your sales pursuits with an all-inclusive accounts’ view. Work collaboratively with your team to effectively manage key company accounts and their stakeholders, make rapid progress, and close more deals.
Find out more about Account Management
Automate sales workflows—from repetitive, everyday tasks to complex business processes—with an intuitive drag-and-drop builder. Free up your time to make more sales.
Find out more about Sales Automation
Bring your sales metrics to life with visual, interactive reports and dashboards. Gain insights into sales performance, forecast future sales, optimize your sales process, and make strategic decisions.
Find out more about Sales Analytics
Make the best use of the enhanced document functionality with which the recipients can easily save, tag and sort the documents, including documents sent to your team from a prospect.
Find out more about Document Management
Make and take calls directly through CRM.io, and track the results of each call against deals. Users can also view call histories for each record, ensuring that they don't miss previous conversations.
Find out more about CRM Telephony
Create new tasks and assign them to the appropriate team members. Set the task's type, due date, and category, and link it to relevant leads and contacts. Sort the tasks based on priority, due date, owner, and status of the tasks.
Find out more about Task Management
Modify and create custom views as needed to meet the needs of your business. Custom fields, buttons, and layouts can be used to collect varied information from prospects.
Find out more about CRM Customizations
Archive all customer communications to quickly find and review prior interactions. Handle all customer interactions without needing to switch between user interface windows and boost sales productivity.
Find out more about Email Integration
Monitor the status and progress of multiple projects in real-time in a streamlined and efficient way. Understand the progress of each project and improve it accordingly.
Find out more about Built-in Project Management
Perform deep analysis on any deal to get an understanding of its progress, see what tasks are necessary and what actions you can take. CRM.io will give automatic alerts according to the health of the deal so you can focus your attention on grabbing more deals.
Find out more about Pipeline Management
Break down every aspect of your data by analyzing with powerful cohort reports, conversion reports, and advanced analytics so you can go beyond the standard CRM reporting.
Find out more about CRM Reporting
Rank your leads and determine which prospects are most likely to convert into customers. That way, you can better allocate your efforts and focus more on the leads that are most likely to close.
Find out more about Lead Scoring
Assess and manage which aspects of the sales team are performing and which require improvement to guarantee that your team is functioning at its best.
Find out more about Performance Management
Schedule all of your sales data, from any sort of item and over any time period, to see when consumers are most likely to buy your product and whether you're on track to fulfill your sales target.
Find out more about Sales Management
Drill down into each deal to get an idea of the different phases that are in the forecast. Forecasting forward to future quarters, and tracking how each opportunity is progressing, will be key to success.
Find out more about Sales Forecasting
Amazing tips and how-to guides to help businesses succeed like the Fortune 500.
Contact management software is a digital system for storing and managing data on contacts. It functions as a one-stop shop for everything related to contacts.
Building a relationship with customers is crucial for any business. Learn more about the most successful customer relationship management strategies in 2022.
Sales CRM software designed to help salespeople track their activities, prospects, and leads. Assign tasks to team members, generate reports, and more.
What is CRM software and why do businesses show up to have it? Here is why you must consider having a CRM system.
Benefits of a CRM system are huge and here are the ways that a CRM system helps in boosting your business. Consider CRM, opt for growth.
Learn about the benefits of CRM software that include increased sales and marketing efficiency, efficient lead management and customer data tracking and many more.
Here are the 6 reasons why you need to consider CRM software. CRM.io is the leading software that meets all your demands.
Account Management Software is a system that helps businesses to manage their accounts. It simplifies the process of managing customers by consolidating all the information.
Account Management is the ideal solution for growing your business. Get a complete overview of what Account Management can do for you, plus resources to make it happen.
Lead management is the process of capturing, converting, and closing leads. It's important for business owners to know where their leads are coming from.
Contact management software is a solution that helps businesses keep track of all their contacts. It makes it easy to find the information you need, when you need it.
A sales pipeline is a way to visualize the path your prospects take from the moment they enter your funnel, to the moment they become a customer. Learn more about it here
Deal management is the process of managing all aspects of your deal pipeline - from lead qualification to customer conversion. Learn more about is deals management here.
One of the essential tools to help your business successfully manage customers is a Customer Relationship Management System. This tool can help you manage your customers and handle them in real-time.
Customer relationship management (CRM) solutions provide businesses with a competitive edge over their rivals simply because it offers an unmatched customer experience.
The major importance of customer relationship management to businesses is that it helps increase sales, keeps existing customers happy, and can assist in building a sense of loyalty.
If you are a business that is interested in constantly improving the quality of service and products, you need to understand the advantages of CRM software.
Gone are when businesses store their contact information in emails and spreadsheets. It's high time your business upgraded from these traditional systems to cloud-based contact management systems.
A CRM app has become a crucial solution for different types and sizes of businesses. Many organizations integrate these innovative apps to support their work processes and operations.
CRM solutions are powerful tools to grow your business by enhancing communication between departments, automating business operations. But why should any business invest in the purchase and implementation of this tool? Keep reading to find out.
If you are a business that is interested in constantly improving the quality of service and products it offers to customers, you need to understand the advantages of CRM software.
Customer relationship management allows you to manage all your customer data in one place, which is crucial for small businesses. Learn more about CRM solutions.
Lead management software helps businesses manage leads from lead generation to conversion. But more importantly, it helps them generate leads more effectively.
Lead management is the process of converting raw leads to sales. It's about moving prospects through your sales funnel so they become customers.
A CRM platform is a system of software or an application designed to support the process of managing sales leads, opportunities, and customers.
Sales forecasting is a fundamental tool for creating a reliable financial plan. Learn how to forecast sales and build your company's financial strategy from the ground up.
Managing customer relationships is a crucial part of any business. Discover how CRM software helps businesses maintain relationships with customers and close more sales.
CRM software can help companies in a number of industries improve their sales, marketing and customer service. This article explores the industries that benefit the most from CRM.
Behavior signals are generated by actions that a user takes, such as visiting a website, making a purchase, or clicking on an ad. Based on this information, marketing campaigns can be more targeted and more successful. Following are the various ways marketing campaigns can use behavioral signals.
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