Full Visibility With CRM.me
The visibility your team needs to close more deals and keep customers happy.
Customer History
View important customer history from a single screen.
Roll-up contact and opportunity data into the account view for easy access.
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.
More Features
- 360 Degree View
Gain visibility into what matters for your accounts and contacts.
- Lead Management
Nurture leads and convert them into opportunities.
- Activity Management
Keep track of calls, meetings, notes and tasks.
- Deal Tracking
Forecast deals you will close and visualize what needs attention.
- Contacts & Accounts
Organize your customer data intelligently and build more meaningful relationships.
- 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.