Pipeline Management with CRM.me

Use CRM.me to track and manage opportunities. Visualize your pipeline and forecast sales more accurately.

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Better Pipeline

Easily visualize upcoming deals with the pipeline chart.

Create follow up reminders or touch-point emails automatically based on the sales stage of an opportunity.

Add custom sales stages and custom fields to track important opportunity information.

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Sales Forecasting

Forecast upcoming deals more accurately by reviewing an open opportunities report.

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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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