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Prospect, Enrich, Generate and Close more leads using CRM.io
Manage and interact with your contacts and companies effectively.
Enhance your prospecting efforts with these tools.
TasksConnect your apps and tools with CRM.io to automate your workflows.
Setup AutomationsQuickly Create and Assign New Tasks. Keep Your Workflow Organized and Efficient. Ensure No Important Task is Overlooked.
Customize your workflow by adding a new status below.
Stay organized with comprehensive document tracking.
Task Cadence refers to a structured set of tasks that you can define for your sales representatives to follow in order to close deals effectively. These tasks ensure a consistent approach and help in maintaining the momentum needed to move prospects through the sales pipeline.
Please provide a detailed prompt to guide the AI in generating the company research. Include specific information you need.
Easily Create and Track New Deals. Streamline Your Sales Pipeline Management. Ensure Every Opportunity is Captured and Monitored.
Pipelines are visual representations of your sales process. You can add multiple stages to your pipeline, with each stage having a probability percentage that represents the likelihood of a deal moving to the next stage.
Simplify your contact management process.
No prospects available.
CRM.io can search for your prospects on LinkedIn. Just paste the LinkedIn search results URL and the number of pages you want to mine. You will need our Chrome extension to start searching.
CRM.io can search for your prospects on LinkedIn Sales Navigator. Simply paste the LinkedIn Sales Navigator search results URL and specify the number of pages you want to mine. Ensure you have our Chrome extension installed to begin the search.
Prospects matching your search filters will be displayed here
No lists available. Please add a list to get started.
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Full Name |
Title |
Company Name |
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Phone |
Tags |
Tags | Actions |
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No contacts available. Please add some contacts.
Map the fields from your CSV file to the corresponding fields in the system. Make sure to match the columns accurately to ensure proper data import.
| Fields | File Headers |
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Lists are optional. You can define various projects in your CRM to target different contact lists for specific campaigns.
Efficient Contact Updates. Quick Access and Input. Strengthen Your CRM Workflow
Enhance Your Workflow with Intelligent Automation
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Manage and view your companies here.
| Company Name | Website URL | LinkedIn URL | Actions |
|---|
Unlock Powerful Insights with Our AI-Driven Company Research Assistance.
Efficient Company Management. Quick Access and Input. Enhance Your CRM Workflow
Manage your pipeline and close more deals efficiently.
No pipelines available. Please add a pipeline to get started.
No deals available. Please add a deal to get started.
Please provide a reason for why this deal is being marked as lost. This information will help in understanding the cause and improving future strategies.
Track and manage all your tasks effortlessly.
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Name |
Owner |
Priority |
Status |
Related To |
Due Date |
Actions |
|---|
No tasks available. Please add a task to get started.
Are you sure you want to close the selected tasks?
Stay organized with comprehensive document tracking.
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Name |
Type |
Related To |
Description |
Owner |
Actions |
|---|
No documents available. Please add a document to get started.
Search and discover company information, technologies, and contacts by entering a business domain in the B2B Database.
Prospects matching your search filters will be displayed here
Search email addresses from any domain in seconds
Find verified emails of potential leads easily and increase your lead conversion
Quickly verify your email list to reduce bounce rates
Find technologies used by your prospective customers just by entering their website domain
Find the websites using a particular technology
Find prospect's phone numbers easily
Uncover caller identities easily just by entering their phone numbers below
Manage your marketing
Manage and view your lists here.
| List Name | Actions |
|---|
No lists available. Please add a list to get started.
No contacts found matching the search criteria.
No contact details found matching the search criteria.
Do you really want to delete the selected contacts? This action cannot be undone.
Do you really want to delete the tags from selected contacts?
Enter multiple tags separated by commas. For example: fav, icon
No contacts found
Click on upload icon to upload contacts.
CSV Upload Instructions:
Manage your campaigns
| Name | Type | Channel | Actions |
|---|
No campaigns available. Please add a campaign to get started.
AI Campaigns by Fav.ai offer unparalleled hyper-personalization. Tailored to your customer's company name, industry, and many other parameters, these campaigns ensure unique and engaging email content that stands out in the industry.
AI Campaigns by Fav.ai offer unparalleled hyper-personalization. Tailored to your customer's company name, industry, and many other parameters, these campaigns ensure unique and engaging email content that stands out in the industry.
Use this form to see how Fav.ai generates a hyper-personalized campaign.
Select a list, enter an email in the textbox, and click on the Generate Email Sequence button to see dynamic cadence.
Contacts
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Unique Contacts
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Unsubscribed
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Archived
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Ready
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Scheduled
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Success
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Multiple Contacts
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Manage your message templates
| Name | Type | Category | Actions |
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No templates available. Please add a template to get started.
| Sender Name | Sender From | Type | Actions |
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No sender authentication available. Please add a sender authentication to get started.
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For any questions or assistance regarding Customer Support, Sales Inquiries, Technical Support, or General Inquiries, our AI-powered team is here to help!
Choose a plan that best suits your needs.
Yes, our plans are flexible. You can upgrade, downgrade, or cancel at any time. Please note that refunds are not provided for cancellations or downgrades. Contact us for more details.
During your trial, you will have access to all features of our Professional plan. If you need a trial for a specific plan, contact us. You can choose a plan and pay by credit card or PayPal at any time during your trial.
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Our Help Center is available 24/7. You can also contact our global support team anytime. We're here to help!
Tell us what you are looking for, and our sales team will provide a one-on-one demo.
Looking to get onboarded and automate your bots for sales, marketing, and other departments? Our Customer Success team will set up your bots and create flows on your behalf. This service is free for the first call.
Social Media
Manage your social media accounts and posts.
Streams
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Enter the category name to save.
Add Post
Select your favorite apps to see your post come to life! 🚀✨
AI Posts from Website
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Add Stream
Networks
Stream Configurations
Add Stream Details
Dashboard
Manage your reports
Add Report
Generate Comprehensive Client Reports Instantly.
Apps
Manage and view your apps here.
Integrate with a variety of third-party services in your bots and automation flows. Click the button above to add an app.
Add App
Configure App
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Add Telephony
Manage telephony providers for your sales representatives. You can add SIP, Skype, System Call, or Custom telephony providers.
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