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500 with
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Chatbots
and Kong Agents. Take your business to the next level with smart, efficient, and AI-driven
solutions.
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Manage Tags
to organize and manage contacts
Improve your sales process with effective tags management in CRM software. Categorize and
organize contacts, personalize communication, and generate data-driven insights for better
business outcomes.
Track and Manage the Status of Contacts
Prioritize and focus your sales efforts on the most promising contacts
Creation of Tags
Add your own tags and group contacts according to predetermined standards.
Edit & Delete Tags
To reflect changes in categorization, modify or remove existing tags.
Filter and Sort
Identify particular contact groups, sort or filter contacts based on the tags they have been
assigned.
What is Manage Tags ?
Segregate contacts with tags in CRM software for better organization and categorization of the
information stored in the system. By assigning tags to contacts, you can easily sort, filter and
group them based on specific criteria, such as their industry, location, job title, or stage in
the sales process.
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 in one place &
helps in tracking, organizing,
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 analytics aids in the tracking, analyzing, and forecasting of sales information.
Get visual, real time, and
interactive reports to forecast sales.
CRM Telephony aids you in taking customer interaction to the next level. Make calls, log
calls, get call analytics &
call reminders in industry-standard telephony.
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.
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.