Full Visibility With CRM.me

The visibility your team needs to close more deals and keep customers happy.


Customer History

View important customer history from a single screen.

Roll-up contact and opportunity data into the account view for easy access.


Zen-like User Interface

Simple user interface means less clutter. Only see the data that is important.

Access important module data directly from the home page by building custom dashboards.


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.

  • 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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