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Best CRM Software
Get all-in-one contact and account management, pipeline tracking, sales analytics, and
automation. Streamline processes,
gain insights with real-time reporting, track opportunities through customizable pipelines,
and automate key sales tasks
to drive efficiency, improve forecasting, and boost team performance.
No credit card required
Explore our Exclusives features
Unlock advanced automation and AI-driven tools for seamless communication, lead management, and
workflow optimization across multiple platforms.
AI Agent
Capture, nurture, and measure the likelihood of your Discover the ultimate productivity booster
for sales teams with our AI Agent powered by Kong.ai.
Seamless Data Entry
Automate data entry with AI Agent—update CRM data using voice or chat, anytime, anywhere.
Accessibility from Anywhere
Access CRM data from anywhere using just your voice or chat to manage tasks efficiently.
Voice & Chat Commands
Perform CRM actions with ease—update contacts, schedule follow-ups, or retrieve data using
conversational inputs.
AI Cadence
Transform your communication strategy with the
AI-powered CRM's Cadence Generator. Build personalized sequences for engaging your
audience—either manually crafted to suit your unique approach or intelligently generated by AI.
Tailored Communication Sequences
Versatile cadences that can be manually tailored to suit your strategic needs or
automatically generated by AI based on specific prompts.
Prompt-Based Intelligence
Use powerful prompts to instruct the AI, which crafts relevant sequences to address
particular goals and contexts, maximizing engagement.
Consistent Follow-Ups
Automate follow-ups and reminders to ensure no opportunities are missed and keep your
outreach consistent.
Enhanced Personalization
Deep personalization of each step in the cadence, adapting content to the recipient’s
behavior and preferences.
Detailed Analytics
flexibility
Access comprehensive reports and analytics to evaluate the
performance of your cadences, enabling continuous optimization.
AI Email Bot
Automate your email responses and streamline your communication process with CRM.io’s AI Email
Bot. Seamlessly integrated with Gmail, this cutting-edge feature reads and intelligently
responds to inbound sales emails, inquiries, and customer messages based on your prompts. Save
time, increase efficiency, and never miss an important email again with the power of AI.
Smarter Responses
Craft intelligent, personalized replies to sales inquiries, customer requests, and
follow-ups with AI-powered email automation.
Seamless Integration with Gmail
Connect your Gmail account and manage all inbound and
outbound communications directly through CRM.io.
Time Efficiency
Eliminate manual email handling with AI-generated responses, enabling your team to focus on
high-priority tasks.
Consistent Communication
Ensure all email responses align with your brand tone and messaging by providing prompts for
AI-generated replies.
Telephony
App
Elevate your communication and simplify call management with our robust Telephony app. Designed
to streamline your sales and support processes, it integrates seamlessly into your workflow,
ensuring high-quality calls, real-time insights, and detailed records.
Flexibility with SIP Providers
Connect with any SIP provider of your choice, ensuring smooth compatibility and call quality
tailored to your business needs.
Real-time Call Transcriptions
Capture every detail with live transcription, allowing for on-the-go note-taking, better
call comprehension, and easy reference for your team.
Secure Call Recording
Keep accurate records of all conversations with call recording, perfect for training,
quality assurance, and revisiting important details.
Efficient Call Logging
Automatically log calls in CRM.io, reducing manual entry and providing your team with a
comprehensive view of customer interactions.
Seamless CRM Integration
Enjoy native integration with CRM.io, so that all telephony activities are easily accessible
and aligned with your customer data.
Copilot
Research, bulk import leads, find emails and phone
numbers, use AI to find the best leads with matching scores, and
automate outreach—all in one powerful tool designed to streamline your sales workflow.
Seamless Integration with LinkedIn
Easily import leads from LinkedIn and
LinkedIn Sales Navigator, saving time and effort in lead generation.
Automated Outreach
Automate emails and WhatsApp messages
directly from your CRM, ensuring personalized outreach without the manual
workload.
One-Click Lead Capture from Websites
Capture leads from any website with one
click, bringing new prospects directly into your CRM for immediate follow-up.
Automatic Contact Discovery
Instantly discover contact details, including
phone numbers, emails, and leadership information, as you browse websites.
Lead Enrichment
Empower your sales and marketing teams with
CRM.io’s Lead Enrichment feature. Turn basic lead information into
actionable data by retrieving phone numbers, email addresses, and leadership details while
verifying the accuracy of
contact information.
Accurate Contact Information
Reduce bounce rates and failed outreach
attempts by verifying email addresses and retrieving accurate phone numbers.
Deeper Insights
Gain access to leadership team details,
helping you target decision-makers with precision.
Time Efficiency
Automate the process of lead research,
allowing your team to focus on closing deals instead of hunting for data.
Better Conversions
Target enriched leads with personalized
communication, increasing your chances of conversions and strengthening customer
relationships.
B2B Database
Enhance your lead generation with our
AI-powered CRM's access to a vast 120 million+ B2B database of leads. Discover new
opportunities, enrich your existing data, and fuel your sales and marketing efforts with
high-quality, actionable insights.
Expand Your Reach
Access over 120 million B2B leads to discover new business opportunities and expand your
reach.
High-Quality Leads
Gain access to accurate, up-to-date contact information and company profiles for quality
leads.
Data Enrichment Efficiently
Enrich your existing CRM data with additional information from our B2B database.
Targeted Lead Generation
Use advanced search and filters to find leads that match your ideal customer profile.
Detailed Contact Information
Access detailed information, including names, job titles,
email addresses, phone numbers, and company details.
WhatsApp
Automation
Enhance your communication strategy using CRM.io's WhatsApp Automation feature. Seamlessly
integrate WhatsApp into your CRM to deliver personalized, timely interactions that strengthen
customer relationships and drive business growth.
Unified Messaging Platform
Centralize WhatsApp communications within CRM.io for seamless management.
Personalized Outreach
Customize messages based on customer data to enhance
relevance and engagement.
Automated Workflows
Set up automated responses and follow-ups to maintain consistent communication.
Real-Time Analytics
Monitor interaction metrics to assess performance and refine strategies.
LinkedIn Automation
Discover the ultimate productivity booster for your
LinkedIn networking with CRM.io’s LinkedIn Automation. This
innovative feature enables seamless engagement through automated invites, follow-ups, and
interaction with posts,
empowering professionals to expand their network and nurture relationships effortlessly.
Time Efficiency
Eliminate repetitive tasks like sending
invites and follow-ups manually. CRM.io automates your LinkedIn outreach, giving
you more time to focus on closing deals and building relationships.
Consistent Engagement
Stay top-of-mind with your audience by
automating likes, comments, and messaging, ensuring consistent activity on
LinkedIn.
Boosted Connection Rates
Personalized invites and targeted follow-ups
significantly improve the chances of establishing meaningful connections.
Comprehensive Analytics
Track and measure the performance of your
LinkedIn campaigns with CRM.io’s built-in analytics. Use actionable insights
to optimize your strategy.
RPA
Automate repetitive tasks like LinkedIn invites, follow-ups, WhatsApp messages, and email
handling to supercharge your productivity.
Enhanced Networking Automation
Grow your professional connections by automating LinkedIn invites, personalized messages,
and follow-ups.
Unified Communication Channels
Seamlessly automate messages across LinkedIn, WhatsApp, and email.
Customizable Workflows
Design RPA workflows tailored to your business processes.
Cost Efficiency
Automate repetitive tasks to optimize resource allocation and reduce operational costs.
Analytics and Insights
Gain actionable insights into task performance with detailed reporting.
Explore our Essential features
Simplify sales, marketing, and CRM operations with essential tools for efficient management,
analytics, automation, and seamless integrations.
Contact Management
Capture, nurture, and measure the
likelihood of your
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.
Task
Management
Capture, nurture, and measure the likelihood of your 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.
Deal
Management
Capture, nurture, and measure the likelihood of your 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.
CRM Telephony
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.
Lead Scoring
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.
Chrome
Extension
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.
Sales Automation
Capture, nurture, and measure the likelihood of your
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.
Sales Analytics
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.
Document
Management
Capture, nurture, and measure the likelihood of your 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.
Marketing
Automation
Optimize your marketing strategy with our
AI-powered CRM's Marketing Automation feature. Manage campaigns, track performance, and engage
your audience effectively. Leverage built-in tools for social media, email marketing, and
advanced analytics to achieve better results and grow your business.
Streamline Campaign Management
Organize and execute marketing campaigns from a single, centralized platform.
Enhance Audience Engagement
Use personalized and targeted marketing to engage your audience effectively.
Automate Repetitive Tasks
Save time by automating routine marketing tasks such as email sending, social posting, and
data analysis.
Gain Actionable Insights
Access advanced analytics to measure campaign performance and refine your strategies.
Improve ROI
Optimize your marketing efforts with data-driven decisions
to achieve better results and higher ROI.
Social Media
Management
Efficiently manage all your social media accounts and posts with our AI-powered CRM's Social
Media Management feature. Schedule, monitor, and analyze your social media activities from one
centralized platform. Engage your audience and optimize your social media strategy for better
results.
Centralize Social Media Activities
Manage all your social media accounts and posts from one platform for better organization
and control.
Schedule Posts in Advance
Plan and schedule social media posts ahead of time to maintain a consistent online presence.
Monitor Engagement
Track likes, comments, shares, and other interactions to understand how your audience is
engaging with your content.
Analyze Performance
Access detailed analytics to measure the success of your social media campaigns and optimize
your strategies.
Enhance Audience Engagement
Respond to comments and messages in real-time to foster stronger connections with your
audience.
Pipeline Management
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.
Account
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.
CRM Customizations
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.
Email Integration
Capture, nurture, and measure the likelihood of your
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.
CRM
Reporting
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.
Projectsly
Integration
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.
Access Control
Define, manage, and control user permissions
effortlessly with CRM.io's Access Control List (ACL) feature. Tailor access
levels for your team members, whether they’re Admins, SDRs, or Managers, and ensure every user
gets the right level of
access to data and features. Boost security, improve collaboration, and maintain data integrity
with a centralized
role-based permission system.
Granular Access Control
Assign specific permissions like view, edit,
create, or delete for each module, such as Contacts, Deals, Tasks, and
Documents.
Tailored Roles
Create custom roles (e.g., Admin, SDR, or
Team Lead) that align with your organization's hierarchy and workflow needs.
Enhanced Security
Restrict access to sensitive data by defining
permissions for individual users or teams.
Efficient Collaboration
Empower team members with access to relevant
tools and data, improving collaboration without compromising security.
Join Our Webinar: Scale
Effortlessly with CRM.io!
Discover how CRM.io's AI-driven
solutions can
streamline your Customer Support, Sales, and Marketing operations. Dive
into automation strategies that Fortune 500 companies use to enhance productivity and engage
customers seamlessly. Learn
how CRM.io's tailored AI tools, intuitive contact management, and powerful data enrichment can help
your business
thrive.
Customer Success Stories: Real Results with Our AI-Powered CRM
Discover how leading companies leverage CRM.io to automate customer interactions, optimize sales
processes, and drive
revenue growth.
The AI Agent in CRM.io has transformed how we handive sales tasks. No more manual
data updates or endivess
follow-ups—voice commands and intelligent automation keep everything running
smoothly. It’s a true game-changer for our
sales team!
Sarah J
Sales Manager at Tech Solutions
The B2B Database has been a goldmine for our outreach campaigns. With access to
verified leads and actionable insights,
our team can now target prospects with precision and close deals faster than ever
before.
CHRISTIAN BJERRE NIELSEN
CPO at uQualio
CRM.io’s Copilot extension is fantastic! Managing leads and deals directly from my
browser has saved me so much time.
Plus, the integration with LinkedIn Sales Navigator makes networking a breeze.
Michael W
Account Executive at GrowHub
The AI Cadence feature has made our follow-up campaigns seamless. From emails to
calls, it ensures no lead is left
behind and drives consistent engagement. Our conversion rates have improved
significantly!
Emily R
Head of Marketing at ClientEdge
Social Media Management in CRM.io has simplified our marketing efforts. We can
schedule posts, track performance, and
even align our campaigns with CRM insights, leading to better customer engagement
and ROI.
Mark T
Marketing Director at Innovate Corp
The Telephony App is a must-have. Our team can call directly from the CRM, log
conversations, and even analyze call data
for better follow-ups. It’s made our customer communication much more efficient.
David S
Sales Director at ConnectPro
Email verification with CRM.io has saved us from countless errors. It ensures our
database remains clean and accurate,
helping us focus on reaching the right customers with the right messages.
Rachel P
CRM Specialist at NexaMarketing
Task Management is incredibly intuitive. Assigning and tracking tasks across teams
has streamlined our workflows, and
automated reminders ensure deadivines are never missed!
Jessica M
Operations Manager at ClientFirst
Frequently asked questions
What makes this CRM different from others?
Our CRM is powered entirely by AI, offering unique features such as an AI Agent for
effortless
data entry, AI-driven
marketing campaigns, comprehensive automation, a built-in 120M database, email verification,
a
robust telephony
application with live transcription, and an advanced browser extension with extensive
support
for LinkedIn Sales
Navigator.
The AI Agent, powered by Kong.ai, allows sales teams to access and enter CRM data from
anywhere
using voice and chat
commands. It helps streamline workflows by performing nearly all CRM actions through
conversational inputs.
Yes, the AI Agent can be accessed and used from any location, enabling remote work
functionality.
AI Campaigns utilize artificial intelligence to send hyperpersonalized email campaigns. This
feature analyzes
customer data for detailed segmentation, dynamically creates personalized content, and
optimizes
delivery based on
behavior and engagement patterns.
Absolutely. The AI Campaigns feature uses AI to tailor email content specifically for each
recipient, ensuring high
relevance and engagement.
Our CRM automates WhatsApp messages, Emails, and LinkedIn invites. This includes sending
personalized messages,
follow-ups, and engagement tasks automatically based on predefined triggers and schedules.
Yes, you can set up behavioral triggers to automate various types of communications,
ensuring
timely and contextually
relevant interactions.
AI Cadence automates communication sequences based on timing and recipient behavior. It
ensures
that your sales and
marketing outreach is consistent and personalized, helping to nurture leads and maintain
customer engagement.
Yes, AI Cadence supports multi-channel outreach, enabling you to engage contacts via email,
WhatsApp, LinkedIn, and
more.
Our Telephony Application allows for seamless calling, live transcription of conversations,
and
integration with any
telephony provider. This ensures that all voice communications are recorded and transcribed
in
real-time.
During a call, the Telephony Application transcribes the conversation in real-time,
providing a
text record that can
be reviewed and referenced immediately after the call.
The built-in 120M database is a vast repository of contact records, providing comprehensive
information such as
names, job titles, company data, and more. This database supports extensive contact
discovery
and lead generation.
You can use advanced search and filtering options to identify and target potential leads
that
match your ideal
customer profile.
The Email Verifications feature checks the accuracy and deliverability of email addresses in
real-time, ensuring that
your emails reach valid recipients and reducing bounce rates.
The Email Finding feature uses AI to locate and append email addresses for your contacts. It
helps complete missing
information and ensures your database is always up-to-date.
The browser extension allows for the automatic downloading of contacts from LinkedIn Sales
Navigator without the need
for additional software. This makes data collection seamless and efficient.
Besides LinkedIn Sales Navigator, the browser extension also supports platforms like
ZoomInfo,
Apollo, Lead411, and
more. It automates the scraping of information and various engagement tasks.
Yes, the extension includes customizable settings for data download, engagement tasks, and
automation rules to fit
your specific needs.
Get Started Now
Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow,
enhance productivity, and focus on what truly matters – building relationships and
closing deals. Contact us today to learn more about integrating the AI Agent into your CRM.
