Track What Matters With CRM.me
Track important interactions and share them with the team.
Activity Management
Track upcoming calls and meetings, view them in your calendar to see your schedule.
Upload important documents and files as notes against accounts, leads, contacts, and opportunities.
Log History
Log historical information such as notes, calls, meetings, and tasks.
Easily view a summary of history for a particular account, contact, lead, or opportunity.
Keep in Sync
Sync contacts and meetings with Exchange Server, Outlook and Google.
More Features
- 360 Degree View
Gain visibility into what matters for your accounts and contacts.
- Lead Management
Nurture leads and convert them into opportunities.
- Activity Management
Keep track of calls, meetings, notes and tasks.
- 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.