Create, edit, and manage company records. Empowers businesses to collaborate, stay organized, and manage sales effectively by storing, accessing, and managing leads, contacts, and deals associated with an entity.
Organize the customer data, Keep track of companies, and quickly sort the data using filters
Create a company record by manually adding the basic details or automatically uploading 50,000 company records in CSV, XLS, and XLSX formats.
Provides sales teams with the ability to manage multiple accounts by adding notes, tags, and tasks, and updating or deleting the account.
Choose the list you wish to apply bulk options in order to execute the flow, export the list, or amend any necessary action according to your requirements.
Filter the records you need from vast amounts of data by entering the required fields and saving them to "Saved Filters" for subsequent viewing.
Capture the additional information needed by adding extra fields or updating the existing ones as per your business needs.
Assist sales teams in logging and tracking all business-related actions, including updates, phone calls, and emails.
Account Management feature helps businesses manage their clients, prospects, and leads. It also helps the customer service teams with service requests. This feature is used to track prospects and accounts throughout the lifetime of a product or service. Skyrocket your sales using Account Management feature of this CRM Software.
Here are the additional features to look at
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 automation enables businesses to increase sales & improve sales productivity by automating tasks. Drag-and-drop flow builders simplify complex processes.
Sales analytics aids in the tracking, analyzing, and forecasting of sales information. Get visual, real time, and interactive reports to forecast sales.
Document management system in CRM allows you to upload, manage and share your documents as well as tag them files with relevant contacts and deals.
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.
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 handle sales tasks. No more manual data updates or endless follow-ups—voice commands and intelligent automation keep everything running smoothly. It’s a true game-changer for our sales team!
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.
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.
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!
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.
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.
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.
Task Management is incredibly intuitive. Assigning and tracking tasks across teams has streamlined our workflows, and automated reminders ensure deadlines are never missed!
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.
