CRM.me is Business Automation Software

Create and manage business automations with the CRM.me workflow engine.

Workflow Automation Dashboard

Automate Everything

Update records automatically based on triggered events such as a contact becomes a customer, and a new provisioning task is created. Send out email notifications based on time triggers such as an opportunity hasn't been touched in 30 days.

Automation Features

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Security

Restrict access or widen access. Your choice. CRM.me offers endless possibilities for handling security and permissions.

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Workflow Automation

Build powerful workflow rules and business processes to faciliate approval processes, and automate your business workflows.

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Customize Fields & Layouts

Drag & Drop designer tool allows easy customization of layouts and fields for all modules. Mold CRM.me to fit your exact industry and market.

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Internationalization

You can deploy CRM.me globally with multiple currencies and language packs available.

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Developer & Web API

Extend CRM.me in any way possible. Use the CRM.me REST API to seamlessly integration CRM.me with other critical business systems.

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Ready to Automate Your Business?

Start your 30-day free trial and streamline your workflows today