Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Never let the opportunity to close a deal or follow up with a client slip away again. Growing businesses often face similar challenges, such as losing leads, getting overwhelmed by emails, and forgetting essential follow-ups. The reassuring news? Funnel addresses all these issues effectively. Experience Funnel CRM at no cost for 14 days. This intuitive CRM software simplifies lead tracking, follow-up management, minimal data entry, and ultimately boosts sales. It's as straightforward as that. With our user-friendly form builder, you can easily create contact forms; just paste the provided code onto your website, and you're all set. Submissions from these forms generate deals that are organized in a sales funnel rather than cluttering an inbox. You’ll receive notifications when your messages have been read by clients. Impress your customers with polished, professional proposals, and enjoy support for multiple currencies. Funnel effortlessly constructs and maintains your contacts database using the information gathered from the contact forms, requiring no additional work from you. Plus, you can conveniently respond to your clients using your preferred email application or mobile device. This seamless integration makes managing customer relationships a breeze.

Description

Many individuals find it challenging to manage their responsibilities when inundated with a multitude of applications and browser tabs, all while notifications bombard them from every angle. Keeping track of countless emails and interactions can be overwhelming, especially when faced with the daunting task of completing numerous CRM forms. Rather than addressing customer issues, team members often spend their time trying to recall the last interaction with a client. With Contact Timeline, you gain immediate access to a comprehensive overview of each relationship, enabling you to engage with your clients while maintaining a personal connection. You can collaborate, assign tasks, and monitor progress—all without having to leave your inbox. Customers prefer a streamlined experience, and CIM ensures that everyone involved stays informed and aligned. Organize your contacts into specific groups and utilize a Get Things Done productivity approach to manage emails and discussions efficiently. The user-friendly interface allows you to access everything with just a single click. Additionally, with integrated email marketing capabilities, you can effortlessly send personalized messages to multiple customers at once, enhancing your outreach efforts. This seamless process not only improves efficiency but also fosters stronger connections with your clientele.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail

Integrations

Gmail

Pricing Details

$10.00 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Funnel CRM

Founded

2017

Country

United States

Website

www.funnelcrm.co

Vendor Details

Company Name

Relenta

Country

United States

Website

www.relenta.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Alternatives

Alternatives

Freshsales Reviews

Freshsales

Freshworks
SpinOffice CRM Reviews

SpinOffice CRM

Mulberry Garden