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Get comprehensive contact and account management, pipeline management, sales analytics, and powerful sales automation all in one place.
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Get comprehensive contact and account management, pipeline management, 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 toward conversion.
Lead Creation
Import leads from either a CSV file or by creating manually. View them in Kanban style to see the lead's progress and identify bottlenecks.
Custom Fields
Add Custom Fields to a lead based on the needs of a business. Customize the entries to suit your business's changing dynamics.
Timeline Views
Display the date, time, and activity on a specific lead using Timeline functionality. Assist teams in keeping a tab on their progress.
Create Notes & Tags
Add information to a lead, like documents and notes, categorize it with tags, and sort them as needed.
Kanban View
Visualize your workflow to make it more understandable. Optimize productivity by identifying issues.
Find out more about Lead Management
Get a unified, comprehensive view of all your contacts and their activities. Build and nurture strong relationships, and manage their journey through the sales funnel toward conversion to close more deals.
Add Contacts
Add contacts manually or import them via CSV upload or from other sources and categorize them accordingly.
Detailed View
Gain a comprehensive overview of customers' contact information in various views, including list and grid views.
Track Activity History
Glimpse everything about a contact in one place and get insight into their contact information, communication history, associated tags, etc.
Export & Import
Import or export 50,000 contact records through a CSV file.
Custom Fields
Add custom fields to contacts to obtain all relevant information based on business needs. Add, Edit, or Delete them as per the requirement.
Find out more about Contact Management
Track and manage the progress of your deals with an intuitive, interactive pipeline visualization. Create multiple pipelines with relevant deal stages based on your needs.
Manage & Track
Create multiple sales pipelines, each with its relevant milestones, to effortlessly cater to your needs. Empower your team to capture the progress of every deal.
Product Management
Manage all the products related to a deal—set pricing for your products and the currency they are being sold.
Custom Fields
Capture additional information related to deals. Add, edit, or delete the fields based on the business requirements.
360° Views
Offers greater flexibility for the user to track every deal perfectly with Grid, List, and Kanban views.
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.
Account Creation
Create a company record by manually entering the essential information, or upload 50,000 records automatically in CSV, XLS, and XLSX formats.
Manage Multiple Accounts
Allow the sales team to manage multiple accounts by enabling them to add notes, tags, and tasks and update or delete the account.
Bulk Actions
Select the list you want to apply bulk options to execute the flow, export the list, or update any required action as per your needs.
Saved Filters
Minimize repetitive or tedious tasks by using "Saved Filters," which memorize search fields on behalf of sales teams.
Custom Fields
Add a new field whenever you need to capture new input or edit the content of an existing field. Add, delete, and edit custom fields as per the changing business needs.
Activity Tracking
Facilitate sales teams to log and track all the activities related to the company, such as updates, calls, and emails.
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.
Webhook Triggers
Send real-time data to third-party applications via webhooks when certain events or actions occur in your CRM.
Drag-and-Drop Editor
Create sales workflows with drag-and-drop editors. Use the visual workflow builder to create customized flows or select from the existing ones.
Customized Workflows
Change the workflows anytime to a flexible structure that is best for the requirements.
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.
Dashboards
Get a comprehensive view of the sales process, from lead generation to revenue generation, in one place through centralized dashboards.
Reports
Obtain all reports related to CRM in the form of graphs and charts. These real-time reports can help you make informed decisions.
Filters
Refine the CRM data based on the selected dates and users to retrieve the relevant information.
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.
Add Documents
Attach a document to your dashboard detailing each contract negotiation with a particular company, contact, or deal.
Multi-Format Support
Upload and store documents in multiple supported formats, such as PNG, PDF, JPEG, and CSV.
Preview & Download
Allow access to other users to preview and download the documents that are added to specific leads easily.
Find out more about Document Management
Elevate your customer relations to the next level with CRM.io's cutting-edge telephony features. Simply click on the call button to stay in touch with your customers.
Click-to-Call
Connect with your contacts in a single click, making it incredibly simple to communicate and work together.
Configure PBXPlus
Integrate CRM software with your phone system to allow customer support executives to call and interact with customers.
Outbound Calls
Make phone calls directly from CRM.io! Click the call icon to initiate a call while viewing your leads or contacts.
Find out more about CRM Telephony
Create new tasks and assign them to team members. Sort the tasks based on priority, due date, owner, and status of the tasks.
Add Tasks
Add and assign tasks for various companies, leads, contacts and deals. Update the team about the tasks to be completed and track progress.
Task Priority
Prioritize the tasks based on the level of importance. Monitor the priority tasks assigned and complete them at the right time.
Status Check
Monitor the status of your tasks and attend to them on time. Apply filters to view all overdue and high-priority tasks.
Find out more about Task Management
Modify and create custom views as needed to meet the business requirements. Custom fields, buttons, and layouts can collect varied information from prospects.
Page Layouts
Use page layouts to get a good visual representation of the data that suits your needs. Get a clear understanding of how the team is progressing through a lead.
Custom Fields
Customize the system with custom fields and also store information that doesn't fit into the standard modules and field offerings of CRM.io
Advanced Filters
Create custom views and easily filter your CRM data to focus on the essential prospects or leads using the CRM customizations.
Optional Leads Module
Capture and maintain lead records as an optional module. It could be enabled or disabled as per business type
Custom Stages
Customize your lead, contact, and deal stages to reflect the needs of different parts of your business.
Find out more about CRM Customizations
Connect with Email sender gateways such as SMTP, Gmail, SendGrid, and Amazon SES to sync customer data and send emails.
Personalization
Connect your email inbox to CRM.io. Use merge fields to personalise emails with customer data to increase engagement and response rates.
Email Tracking
Receive notifications when customers interact with your emails so you can follow up at the appropriate time.
Leverage Automation
Build an automated workflow to carry out the required activity each time a new contact, lead, or deal is created or modified.
Find out more about Email Integration
Customize your sales pipeline to meet the needs of your company, from lead capture to deal closure, simplifying customer engagement and sales.
Custom Stages
Construct highly customizable sales pipelines based on the needs of your sales process to track each stage of the leads, deals, and contacts.
Default Stages
Comprised of system-generated default pipelines that include various stages of the sales process. Track the stages, identify the bottlenecks, and optimize the pipeline.
Kanban Board
Allow users to visualize the stages of leads and deals in Kanban view. Helps teams track progress, prioritize tasks, and manage customer relationships.
Find out more about Pipeline Management
Track the progress of leads and deals in the sales funnel by analyzing and interpreting the CRM data with visual graphs and charts.
Real-time Data Visualization
Analyze CRM data in real time, allowing salespeople to follow leads, deals, contacts, companies, tasks, and tags.
Funnel Analysis
Track the lead's progress through the sales process, highlighting areas for improvement. By analyzing each stage of the funnel, businesses can optimize their sales strategy to increase conversions and revenue.
Visual Charts and Graphs
Use charts and graphs to visualize the stages of deals in the sales funnel.
Find out more about CRM Reporting
Rank your leads to determine the prospects most likely to convert. It enables users to focus on the leads with a higher rating, thus increasing conversions.
Manual Grading
Assign scores to leads, contacts, and companies manually based on their likelihood to convert by tracking and grading their activities.
Auto Score
Grade the leads automatically based on the trigger actions such as subscriptions, engagement, and responses. Identify the most promising leads to prioritize the activities and increase conversions.
Find out more about Lead Scoring
Enhance business processes and customer relationships by managing and tracking customer contacts, sales, and support requests.
Allocate Tasks
Create tasks and assign them to the right leads, contacts, and deals. Tasks will appear when viewing relevant leads, contacts, and deals.
Prioritize Tasks
Stay organized and focused by assigning priorities for the tasks that are important and keep tracking them.
Check Status
Make sure the tasks are completed on time by tracking the status of overdue and high-priority tasks.
Find out more about Projectsly Integration
Access the CRM tool directly from the browser, assisting users in enhancing customer relationships and staying organized.
Add CRM Extension
Install and add the extension to your browser to stay in touch with your customers and manage your tasks, contacts, and deals directly from the Gmail.
Track Emails
Send, track and organize emails related to contacts or deals directly from the extension, allowing sales people to monitor their outreach efforts.
Generate Reports
Track and analyze the real-time data of CRM, allowing salespeople to visualize and make informed decisions.
Find out more about Chrome Extension
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