"An easy to use, small business CRM. Lead and deal management. Connect a lead capture form to your website, or use our docking script to track logged in users' activity."
Quickly see which leads you need to focus on by filtering by status. Share the load by assigning leads to other agents on your team, only they can see leads assigned to them.
Link a deal to a contact so you can reference it later. Like leads, you can assign deals to other folks on your team.
You can apply tasks to leads, contacts or deals. For whatever you need: appointments, meetings, phone calls, Zeppelin trips, you name it.
We have your basic CRM web-to-lead form functionality, but with our API, you can create tighter and more customized integrations with your company’s website.
By adding a little script to your website, you can track what pages your registered users are viewing and when. Be even more informed when talking to your customers and prospects by having a view of what pages they’ve visited on your website along with any other user data you’d like to pass through.
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in February 2019.
This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdf