Get comprehensive contact and account management, pipeline management, sales analytics, and powerful sales automation all in one place.
Capture, nurture, and measure the likelihood of your Discover the ultimate productivity booster for sales teams with our AI Agent powered by Kong.ai.
Automate data entry with AI Agent—update CRM data using voice or chat, anytime, anywhere.
Access CRM data from anywhere using just your voice or chat to manage tasks efficiently.
Perform CRM actions with ease—update contacts, schedule follow-ups, or retrieve data using conversational inputs.
Find out more about AI Agent
Transform your communication strategy with the AI-powered CRM's Cadence Generator. Build personalized sequences for engaging your audience—either manually crafted to suit your unique approach or intelligently generated by AI.
Versatile cadences that can be manually tailored to suit your strategic needs or automatically generated by AI based on specific prompts.
Use powerful prompts to instruct the AI, which crafts relevant sequences to address particular goals and contexts, maximizing engagement.
Automate follow-ups and reminders to ensure no opportunities are missed and keep your outreach consistent.
Deep personalization of each step in the cadence, adapting content to the recipient’s behavior and preferences.
Access comprehensive reports and analytics to evaluate the performance of your cadences, enabling continuous optimization.
Find out more about AI Cadence
Automate your email responses and streamline your communication process with CRM.io’s AI Email Bot. Seamlessly integrated with Gmail, this cutting-edge feature reads and intelligently responds to inbound sales emails, inquiries, and customer messages based on your prompts. Save time, increase efficiency, and never miss an important email again with the power of AI.
Craft intelligent, personalized replies to sales inquiries, customer requests, and follow-ups with AI-powered email automation.
Connect your Gmail account and manage all inbound and outbound communications directly through CRM.io.
Eliminate manual email handling with AI-generated responses, enabling your team to focus on high-priority tasks.
Ensure all email responses align with your brand tone and messaging by providing prompts for AI-generated replies.
Find out more about AI Email Bot
Elevate your communication and simplify call management with our robust Telephony app. Designed to streamline your sales and support processes, it integrates seamlessly into your workflow, ensuring high-quality calls, real-time insights, and detailed records.
Connect with any SIP provider of your choice, ensuring smooth compatibility and call quality tailored to your business needs.
Capture every detail with live transcription, allowing for on-the-go note-taking, better call comprehension, and easy reference for your team.
Keep accurate records of all conversations with call recording, perfect for training, quality assurance, and revisiting important details.
Automatically log calls in CRM.io, reducing manual entry and providing your team with a comprehensive view of customer interactions.
Enjoy native integration with CRM.io, so that all telephony activities are easily accessible and aligned with your customer data.
Find out more about Telephony App
Research, bulk import leads, find emails and phone numbers, use AI to find the best leads with matching scores, and automate outreach—all in one powerful tool designed to streamline your sales workflow.
Easily import leads from LinkedIn and LinkedIn Sales Navigator, saving time and effort in lead generation.
Automate emails and WhatsApp messages directly from your CRM, ensuring personalized outreach without the manual workload.
Capture leads from any website with one click, bringing new prospects directly into your CRM for immediate follow-up.
Instantly discover contact details, including phone numbers, emails, and leadership information, as you browse websites.
Find out more about Copilot
Empower your sales and marketing teams with CRM.io’s Lead Enrichment feature. Turn basic lead information into actionable data by retrieving phone numbers, email addresses, and leadership details while verifying the accuracy of contact information.
Reduce bounce rates and failed outreach attempts by verifying email addresses and retrieving accurate phone numbers.
Gain access to leadership team details, helping you target decision-makers with precision.
Automate the process of lead research, allowing your team to focus on closing deals instead of hunting for data.
Target enriched leads with personalized communication, increasing your chances of conversions and strengthening customer relationships.
Find out more about Lead Enrichment
Enhance your lead generation with our AI-powered CRM's access to a vast 120 million+ B2B database of leads. Discover new opportunities, enrich your existing data, and fuel your sales and marketing efforts with high-quality, actionable insights.
Access over 120 million B2B leads to discover new business opportunities and expand your reach.
Gain access to accurate, up-to-date contact information and company profiles for quality leads.
Enrich your existing CRM data with additional information from our B2B database.
Use advanced search and filters to find leads that match your ideal customer profile.
Access detailed information, including names, job titles, email addresses, phone numbers, and company details.
Find out more about B2B Database
Enhance your communication strategy using CRM.io's WhatsApp Automation feature. Seamlessly integrate WhatsApp into your CRM to deliver personalized, timely interactions that strengthen customer relationships and drive business growth.
Centralize WhatsApp communications within CRM.io for seamless management.
Customize messages based on customer data to enhance relevance and engagement.
Set up automated responses and follow-ups to maintain consistent communication.
Monitor interaction metrics to assess performance and refine strategies.
Find out more about WhatsApp Automation
Discover the ultimate productivity booster for your LinkedIn networking with CRM.io’s LinkedIn Automation. This innovative feature enables seamless engagement through automated invites, follow-ups, and interaction with posts, empowering professionals to expand their network and nurture relationships effortlessly.
Eliminate repetitive tasks like sending invites and follow-ups manually. CRM.io automates your LinkedIn outreach, giving you more time to focus on closing deals and building relationships.
Stay top-of-mind with your audience by automating likes, comments, and messaging, ensuring consistent activity on LinkedIn.
Personalized invites and targeted follow-ups significantly improve the chances of establishing meaningful connections.
Track and measure the performance of your LinkedIn campaigns with CRM.io’s built-in analytics. Use actionable insights to optimize your strategy.
Find out more about LinkedIn Automation
Automate repetitive tasks like LinkedIn invites, follow-ups, WhatsApp messages, and email handling to supercharge your productivity.
Grow your professional connections by automating LinkedIn invites, personalized messages, and follow-ups.
Seamlessly automate messages across LinkedIn, WhatsApp, and email.
Design RPA workflows tailored to your business processes.
Automate repetitive tasks to optimize resource allocation and reduce operational costs.
Gain actionable insights into task performance with detailed reporting.
Find out more about RPA
Capture, nurture, and measure the likelihood of your Get a unified, comprehensive view of all your contacts and their activities. Build and nurture strong relationships, and manage their journey through the sales funnel toward conversion to close more deals.
Add contacts manually or import them via CSV upload or from other sources and categorize them accordingly.
Gain a comprehensive overview of customers' contact information in various views, including list and grid views.
Glimpse everything about a contact in one place and get insight into their contact information, communication history, associated tags, etc.
Import or export 50,000 contact records through a CSV file.
Add custom fields to contacts to obtain all relevant information based on business needs. Add, Edit, or Delete them as per the requirement.
Find out more about Contact Management
Capture, nurture, and measure the likelihood of your Create new tasks and assign them to team members. Sort the tasks based on priority, due date, owner, and status of the tasks.
Add and assign tasks for various companies, leads, contacts and deals. Update the team about the tasks to be completed and track progress.
Prioritize the tasks based on the level of importance. Monitor the priority tasks assigned and complete them at the right time.
Monitor the status of your tasks and attend to them on time. Apply filters to view all overdue and high-priority tasks.
Find out more about Task Management
Capture, nurture, and measure the likelihood of your Track and manage the progress of your deals with an intuitive, interactive pipeline visualization. Create multiple pipelines with relevant deal stages based on your needs.
Create multiple sales pipelines, each with its relevant milestones, to effortlessly cater to your needs. Empower your team to capture the progress of every deal.
Manage all the products related to a deal—set pricing for your products and the currency they are being sold.
Capture additional information related to deals. Add, edit, or delete the fields based on the business requirements.
Offers greater flexibility for the user to track every deal perfectly with Grid, List, and Kanban views.
Find out more about Deal Management
Elevate your customer relations to the next level with CRM.io's cutting-edge telephony features. Simply click on the call button to stay in touch with your customers.
Connect with your contacts in a single click, making it incredibly simple to communicate and work together.
Integrate CRM software with your phone system to allow customer support executives to call and interact with customers.
Make phone calls directly from CRM.io! Click the call icon to initiate a call while viewing your leads or contacts.
Find out more about CRM Telephony
Rank your leads to determine the prospects most likely to convert. It enables users to focus on the leads with a higher rating, thus increasing conversions.
Assign scores to leads, contacts, and companies manually based on their likelihood to convert by tracking and grading their activities.
Grade the leads automatically based on the trigger actions such as subscriptions, engagement, and responses. Identify the most promising leads to prioritize the activities and increase conversions.
Find out more about Lead Scoring
Access the CRM tool directly from the browser, assisting users in enhancing customer relationships and staying organized.
Install and add the extension to your browser to stay in touch with your customers and manage your tasks, contacts, and deals directly from the Gmail.
Send, track and organize emails related to contacts or deals directly from the extension, allowing sales people to monitor their outreach efforts.
Track and analyze the real-time data of CRM, allowing salespeople to visualize and make informed decisions.
Find out more about Chrome Extension
Capture, nurture, and measure the likelihood of your Automate sales workflows—from repetitive, everyday tasks to complex business processes—with an intuitive drag-and-drop builder. Free up your time to make more sales.
Send real-time data to third-party applications via webhooks when certain events or actions occur in your CRM.
Create sales workflows with drag-and-drop editors. Use the visual workflow builder to create customized flows or select from the existing ones.
Change the workflows anytime to a flexible structure that is best for the requirements.
Find out more about Sales Automation
Bring your sales metrics to life with visual, interactive reports and dashboards. Gain insights into sales performance, forecast future sales, optimize your sales process, and make strategic decisions.
Get a comprehensive view of the sales process, from lead generation to revenue generation, in one place through centralized dashboards.
Obtain all reports related to CRM in the form of graphs and charts. These real-time reports can help you make informed decisions.
Refine the CRM data based on the selected dates and users to retrieve the relevant information.
Find out more about Sales Analytics
Optimize your marketing strategy with our AI-powered CRM's Marketing Automation feature. Manage campaigns, track performance, and engage your audience effectively. Leverage built-in tools for social media, email marketing, and advanced analytics to achieve better results and grow your business.
Organize and execute marketing campaigns from a single, centralized platform.
Use personalized and targeted marketing to engage your audience effectively.
Save time by automating routine marketing tasks such as email sending, social posting, and data analysis.
Access advanced analytics to measure campaign performance and refine your strategies.
Optimize your marketing efforts with data-driven decisions to achieve better results and higher ROI.
Find out more about Marketing Automation
Efficiently manage all your social media accounts and posts with our AI-powered CRM's Social Media Management feature. Schedule, monitor, and analyze your social media activities from one centralized platform. Engage your audience and optimize your social media strategy for better results.
Manage all your social media accounts and posts from one platform for better organization and control.
Plan and schedule social media posts ahead of time to maintain a consistent online presence.
Track likes, comments, shares, and other interactions to understand how your audience is engaging with your content.
Access detailed analytics to measure the success of your social media campaigns and optimize your strategies.
Respond to comments and messages in real-time to foster stronger connections with your audience.
Find out more about Social Media Management
Capture, nurture, and measure the likelihood of your Make the best use of the enhanced document functionality with which the recipients can easily save, tag and sort the documents.
Attach a document to your dashboard detailing each contract negotiation with a particular company, contact, or deal.
Upload and store documents in multiple supported formats, such as PNG, PDF, JPEG, and CSV.
Allow access to other users to preview and download the documents that are added to specific leads easily.
Find out more about Document Management
Customize your sales pipeline to meet the needs of your company, from lead capture to deal closure, simplifying customer engagement and sales.
Construct highly customizable sales pipelines based on the needs of your sales process to track each stage of the leads, deals, and contacts.
Comprised of system-generated default pipelines that include various stages of the sales process. Track the stages, identify the bottlenecks, and optimize the pipeline.
Allow users to visualize the stages of leads and deals in Kanban view. Helps teams track progress, prioritize tasks, and manage customer relationships.
Find out more about Pipeline Management
Get more strategic in your sales pursuits with an all-inclusive accounts view. Work collaboratively with your team to effectively manage key company accounts and their stakeholders, make rapid progress, and close more deals.
Create a company record by manually entering the essential information, or upload 50,000 records automatically in CSV, XLS, and XLSX formats.
Allow the sales team to manage multiple accounts by enabling them to add notes, tags, and tasks and update or delete the account.
Select the list you want to apply bulk options to execute the flow, export the list, or update any required action as per your needs.
Minimize repetitive or tedious tasks by using "Saved Filters," which memorize search fields on behalf of sales teams.
Add a new field whenever you need to capture new input or edit the content of an existing field. Add, delete, and edit custom fields as per the changing business needs.
Facilitate sales teams to log and track all the activities related to the company, such as updates, calls, and emails.
Find out more about Account Management
Modify and create custom views as needed to meet the business requirements. Custom fields, buttons, and layouts can collect varied information from prospects.
Use page layouts to get a good visual representation of the data that suits your needs. Get a clear understanding of how the team is progressing through a lead.
Customize the system with custom fields and also store information that doesn't fit into the standard modules and field offerings of CRM.io
Create custom views and easily filter your CRM data to focus on the essential prospects or leads using the CRM customizations.
Capture and maintain lead records as an optional module. It could be enabled or disabled as per business type
Customize your lead, contact, and deal stages to reflect the needs of different parts of your business.
Find out more about CRM Customizations
Capture, nurture, and measure the likelihood of your Connect with Email sender gateways such as SMTP, Gmail, SendGrid, and Amazon SES to sync customer data and send emails.
Connect your email inbox to CRM.io. Use merge fields to personalise emails with customer data to increase engagement and response rates.
Receive notifications when customers interact with your emails so you can follow up at the appropriate time.
Build an automated workflow to carry out the required activity each time a new contact, lead, or deal is created or modified.
Find out more about Email Integration
Track the progress of leads and deals in the sales funnel by analyzing and interpreting the CRM data with visual graphs and charts.
Analyze CRM data in real time, allowing salespeople to follow leads, deals, contacts, companies, tasks, and tags.
Track the lead's progress through the sales process, highlighting areas for improvement. By analyzing each stage of the funnel, businesses can optimize their sales strategy to increase conversions and revenue.
Use charts and graphs to visualize the stages of deals in the sales funnel.
Find out more about CRM Reporting
Enhance business processes and customer relationships by managing and tracking customer contacts, sales, and support requests.
Create tasks and assign them to the right leads, contacts, and deals. Tasks will appear when viewing relevant leads, contacts, and deals.
Stay organized and focused by assigning priorities for the tasks that are important and keep tracking them.
Make sure the tasks are completed on time by tracking the status of overdue and high-priority tasks.
Find out more about Projectsly Integration
Define, manage, and control user permissions effortlessly with CRM.io's Access Control List (ACL) feature. Tailor access levels for your team members, whether they’re Admins, SDRs, or Managers, and ensure every user gets the right level of access to data and features. Boost security, improve collaboration, and maintain data integrity with a centralized role-based permission system.
Assign specific permissions like view, edit, create, or delete for each module, such as Contacts, Deals, Tasks, and Documents.
Create custom roles (e.g., Admin, SDR, or Team Lead) that align with your organization's hierarchy and workflow needs.
Restrict access to sensitive data by defining permissions for individual users or teams.
Empower team members with access to relevant tools and data, improving collaboration without compromising security.
Find out more about Access Control
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.
