A CRM You Can Customize

  • Headquartered In: United States of America
  • Company Size: 10 – 1000 Employees
  • Industries: All except Non-Profit, Healthcare and Finance
  • Titles: Operation, Project Managers, Business Managers/ Directors, Sales, Marketing, Admin, HR and C-Level Executives
  • Job Level: Influencers & Decision Makers

A customizable workplace tool like ours makes it easy to design the end-to-end CRM you need to track what matters to your clients. Create the database you want field-by-field, using a CRM template, or from one of your current spreadsheets. Once you have your data in place, you can create custom workflows for your team to track everything including deals closed, assignments by team members, task handoffs, and more. No dropped balls, no unwelcome surprises.

See every part of your customer’s experience from start to finish in one place so you can close leads and scale faster.

Here are the top five ways our platform helps you design your dream CRM:

  • A centralized platform for all your data

Manage every step of your sales process from a single platform where you can easily track and share key insights and team priorities. 

  • Customization at every step

Create custom databases that trace everything from sales performance, customer data, conversion rate, and more–then use them to make data-driven decisions that grow your wins. 

  • Seamless workflow management

Organize every part of your sales pipeline into structured workflows that let you effortlessly track everything from task handoffs to critical deadlines. 

  • Automated reminders & notifications 

Use automated reminders and notifications to spend less time chasing your team and more time focusing on building your business.

  • Customizable reporting

Generate real-time reports you can save for quick access whenever it’s time to present at your sales and team meetings. 

We invite you to meet with one of our specialists. During the 30 minute consultation you’ll have the opportunity to share your areas for improvement in your day to day operations and to see if our platform could be a good fit.

Top reasons our community cites for adopting or considering this solution:

  • Struggle to manage customer data with multiple tools and communication streams.
  • Juggling many spreadsheets for data and contact management.
  • Struggle to keep track of processes with multiple chains of communication and data sharing.
  • Struggle to quickly visualize and leverage data for business decisions.
  • Spending too much time tracking tasks, and chasing teammates for updates.
  • Struggling to decide which CRM is a fit for our business.

You must be directly involved in your company’s evaluation process for solutions like this, or in the management chain for people who do. You must be a hands-on user of the prospective solution or in the management chain of users. Please do not register for programs that are an unlikely fit. Your credibility and ours depend on it.

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