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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
Key features of CRM systems encompass automation, calendar management, comprehensive reporting, email services, video email capabilities, power dialing and recording options, invoicing, data enrichment tools, tracking functionalities, two-way texting, gift and gift card management, direct mail solutions, ringless voicemail, pipeline management, form creation, as well as skip tracing and verification techniques. Additionally, homeowner data typically comprises complete names, email addresses, phone numbers, the duration of residence, distinctions between owner and renter status along with home values, income levels, credit scores and ranges, and various important dates. Furthermore, these features and data sets are crucial for businesses aiming to enhance their customer relationship strategies and streamline their operational processes.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
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Pricing Details
$39 per month
Free Trial
Free Version
Pricing Details
$179.99
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CRM.io
Founded
2019
Website
crm.io
Vendor Details
Company Name
Market Key
Founded
2024
Country
United States
Website
marketkey.io
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management