Track What Matters With CRM.me

Track important interactions and share them with the team.

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Activity Management

Track upcoming calls and meetings, view them in your calendar to see your schedule.

Upload important documents and files as notes against accounts, leads, contacts, and opportunities.

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Log History

Log historical information such as notes, calls, meetings, and tasks.

Easily view a summary of history for a particular account, contact, lead, or opportunity.

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Keep in Sync

Sync contacts and meetings with Exchange Server, Outlook and Google.

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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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