Access customer data and project details in one place, assisting businesses to manage and track their customer interactions and data throughout the customer lifecycle.
Effortlessly manage your sales tasks with our intuitive platform.
Create tasks and assign them to appropriate leads, contacts, and deals. Tasks will appear when viewing relevant leads, contacts, and deals.
Set priorities for the tasks that are important and keep track of them, allowing teams to stay focused and organized.
Ensure the tasks are completed on time by checking the status of overdue and high-priority tasks.
Projectsly Integration allows users to sync their projects, milestones, tasks, and other project-related data with their CRM system. This also provides users with the ability to track the progress of their projects and tasks, assign tasks to team members, and generate reports for project performance.
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.
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
What makes this CRM different from others?
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.
