CRM Details
- Home
- Products
- CRM Details
The CRM software that's simple to set up and easy to use
Centralize client communication
Communicate efficiently with your contacts by integrating your email. Automatically log sent emails, keep track of interactions, and use personalized email templates to save you time.
Get an instant overview of each deal
With a single click, quickly access all the information you need to close deals. View contact details, understand deal progress, and what needs to be done next.
Increase visibility with customizable dashboards
Easily build dashboards in real-time with no development help. Gain insights into where deals stand, expected revenue, your team’s performance, and more.
Pre-sales to post-sales all in one place
Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails—all from one place
Manage your post-sale activities in one place, so you can stay on top of client projects, collection tracking, and more.
Quick Questions
Customer Relationship Management is a platform that helps companies manage relationships and interactions with current and potential customers. A CRM software helps businesses improve customer relationships by connecting with customers, streamlining activities, and improving retention.
A CRM software can be used to improve every part of the sales process, from pre- to post-sales. CRMs help companies build relationships with their customers by organizing all customer activity, interaction, and information in one place. This means that anyone on the sales team can understand exactly where a relationship stands.
CMRs also help companies optimize processes with automations that reduce manual tasks and keep work moving forward. Plus, integrations operate between the CRM and any external apps or platforms to make processes smoother and more centralized.
A few reasons to use a CRM software include:
- Manage lead nurturing – A CRM automates many parts of the process that are time consuming and prone to human error, such as notifying sales reps when they should reach out to prospects, track interactions, and present the customer’s journey as a full picture, so reps can make informed decisions on their next move.
- Boost in sales – A CRM helps teams create efficient sales processes, build sales pipelines, automate repetitive tasks, and parse sales data for insights that can increase closed deals. With a CRM, sales teams can create a reliable process to use for any deal.
- Helpful analytics – CRMs don’t only collect customer data, they analyze it and present actionable insights so sales teams can tweak and optimize their process as necessary.
- Better customer service – CRMs manage a business’s contacts and present important customer information—such as communications across all channels, purchase records, and more—to employees who need it. By easily accessing all relevant customer information, team members can provide a better customer experience.
A CRM software helps businesses track and manage every aspect of their sales cycle, customer data, and communications in one place. For example, a CRM could integrate with email, helping teams communicate efficiently with customers.