Full Visibility With CRM.me

The visibility your team needs to close more deals and keep customers happy.

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Customer History

View important customer history from a single screen.

Roll-up contact and opportunity data into the account view for easy access.

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Zen-like User Interface

Simple user interface means less clutter. Only see the data that is important.

Access important module data directly from the home page by building custom dashboards.

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More Features

  • Deal Tracking

    Forecast deals you will close and visualize what needs attention.

  • Contacts & Accounts

    Organize your customer data intelligently and build more meaningful relationships.

  • SIP Calling

    Use CRM.me to call on contacts with a single click, no dialing required.

  • Teams & Territories

    Manage your teams and territories to restrict access and group data.

  • Product Catalog

    A tool for keeping track of your products and services that you offer.

  • Sales Workflow

    Automate your selling processes to ensure nothing gets overlooked.

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