Manage Teams and Territories with CRM.me

Team selling is super easy in CRM.me. Setup distinct groups of people and create ad-hoc sharing rules for all modules including accounts, contacts, leads, and opportunities.

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Manage Territories

Create territories and lead queues that route leads by territorial assignment. Allow for round robin as well as time-based lead picking.

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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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