Manage Important Relationships with CRM.me

Organize customer data smartly and track important relationships between entities.

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Relationships Matter

Easily map the connection between contacts at an account and parent/subsidiary relationships between accounts.

Track account and contact affiliations to show relationships between manufacturers and their reps as well as consultants and partners against vendors and customers.

Affiliations is a powerful way to visualize how various accounts and contacts are connected to the deals you are working on.

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Understand your Customers

Create custom fields to track data points that are important for your organization to manage accounts and contacts.

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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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