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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CRM.io provides a comprehensive suite of tools designed to enhance business operations efficiently. The AI Agent streamlines data management through natural language interactions, while the Copilot feature leverages artificial intelligence for more effective lead enrichment and matching. With LinkedIn Automation, users can perform bulk data downloads and automate repetitive tasks, and the AI Cadence feature ensures follow-ups are tailored across various communication platforms. The Lead Enrichment tool is essential for confirming the accuracy of contact details, such as emails and phone numbers, while the AI Email Bot adeptly manages responses to incoming emails. Key functionalities include Contact Management for structuring customer information, Sales Automation to revolutionize sales workflows, and Lead Scoring for improved targeting strategies. Furthermore, Sales Analytics and Deal Management tools facilitate efficient pipeline monitoring, complemented by the CRM Chrome Extension that supports rapid lead synchronization. Document Management serves to organize files for convenient retrieval, and the Telephony App enhances communication by providing voice services along with transcription and suggestions, ultimately improving the effectiveness of business interactions. Additionally, these features collectively empower teams to work more cohesively and make data-driven decisions.

Description

Streamline the entire workflow of Lead Generation, Sales Management, Marketing, Forecasting, and Analytics to enhance efficiency. You can set up CRM Software on your own web server, localhost, or on-premises. Laravel stands out as the leading Open Source MVC web application framework. With this system, you can accommodate an unlimited number of users and records while managing admin roles effectively. It is recognized as the most commonly utilized fully customizable Open Source CRM software available. This solution offers the flexibility to tailor the CRM to fit your specific business needs. You can access CRM Software at a significantly reduced cost without any hidden fees or ongoing monthly expenses. By automating the sales workflow on a single platform, you can streamline the processes from lead generation to closing sales, allowing managers to monitor and evaluate performance efficiently. Gain an up-to-date perspective of your complete sales funnel, including reports, lead statuses, customer information, sales figures, and user data, all presented on an interactive graphical dashboard. The Contact Manager feature enables you to organize and manage contacts, leads, accounts, customers, phone numbers, and emails in a centralized location, ensuring you never lose track of essential information. This comprehensive approach not only simplifies data management but also empowers your team to work more collaboratively and effectively.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$39 per month
Free Trial Yes 
Free Version No 

Pricing Details

$1000
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CRM.io

Founded

2019

Website

crm.io

Vendor Details

Company Name

DigitalCRM

Country

United States

Website

digitalcrm.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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