Data Management

More Productivity, More Sales
-Easily visualize and manage your pipeline in an intuitive interface.
-Visualize your entire pipeline in the CRM’s intuitive drag-and-drop interface. Seamlessly track opportunities. Customize deal stages, fields, filters and more to manage your unique sales process.

Streamlined Interface, Unlimited Users
-Seamlessly add new users as your team grows.
-Say goodbye to the bulky features that can make a CRM complicated. Instead, this streamlined CRM and marketing automation includes just what you need – even unlimited users. Yep, unlimited. You shouldn’t be penalized for growing your team, so whether you have two users or 200, you’re good.

Customizable Pipeline
-Drag and drop opportunities to tailor the pipeline to your exact needs.
-Every potential sale is an ‘opportunity’ you want to track. With the CRM, you can quickly drag and drop opportunities from one pipeline stage to the next throughout the sales cycle.
-Pipeline stages are customizable to meet the needs of every business niche. The number, order, name, default probability and description of the stages can all be adjusted to fit your exact needs.

Access From Anywhere With Mobile CRM
-Explore your contacts, leads and opportunities on your favorite mobile device. View your pipeline from anywhere.
-Whether you’re always traveling or just need to brush up on a particular lead before a critical meeting, the mobile CRM app ensures you can view, edit and add on the go.
-Get it from the Apple App Store or on Google Play.

The Affordable CRM for Marketing Agencies and Businesses
-See how digital marketing agencies use this affordable CRM to manage business development and serve clients. Use the agency model to offer both marketing automation and CRM to clients. Grow your agency and tie clients to you.

Unique Timeline Per Contact
-See every interaction with marketing automation and CRM in one platform.
-‘Life of the Lead’ feature allows you to easily visualize a single contact’s entire relationship with your business. The ‘Life of the Lead’ combines tracking, automation and email to display a timeline of significant events for each contact, which are tracked in both marketing automation and CRM.

Account-Based Marketing
-Easily track accounts with automated CRM software.
-Stay organized by combining contacts that share the same email domain into one account, so you have a centralized place to maintain employee information for each company you work with. Easily group your clients and create customer segments to communicate effectively.

Accurately Report & Forecast
-Easy reporting and forecasting in an affordable CRM.
-Get conversion reports, pipeline reports, activity reports, follow-up reports, and projection/performance reports. Easily apply filters to each report to evaluate the performance of a specific salesperson or your team as a whole. Measure your current sales success and accurately forecast future performance.

End-to-End ROI on Every Sale
-See the whole picture with reports from CRM and marketing automation in one.
-Make it easy for everyone on your team to be on the same page and have full visibility of ROI. The sales and marketing teams can work together – on the same platform and toward the same goals – with marketing automation and CRM.

Summary of CRM Features

-Unlimited users
-Easy-to-understand pipeline
-Full timeline highlighting the ‘Life of the Lead’
-Custom lead scoring to prioritize contacts
-Custom deal stages to fine-tune your pipeline
-‘Smart Emails’ to personally contact leads right from the platform
-Internal note sharing for transparency across teams-Automated reminders to promote efficiency
-Social CRM features: connections with Facebook, Twitter and LinkedIn
-Mobile app for deals on the go
-Actionable reports to demonstrate ROI
-See every campaign, opportunity, list, workflow and email a lead is associated with
-And of course, it’s built into a powerful marketing automation platform

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