CRM.me

CRM.me is a customizable, easy-to-use dashboard that helps sales teams track leads and move them through the funnel.

The CRM.me dashboard keeps you organized with everything in one view—from upcoming meetings to opportunities broken down by stage and source.

Add additional portals to customize the dashboard with the things that are most important to you, so you know where all your leads are in the funnel.

In the designer mode, you can edit the fields and layouts of each module to reflect your preferences so you see the most important information on all your leads.

If your sticky note system needs an upgrade, CRM.me is the solution for you.

With CRM.me’s workflow automation function, you can easily set reminders and alerts to make sure no one misses a step.

Create workflows for each step of the sales process to remind your team about key items to track or follow-up tasks.

Set automations based on time or based on when you click save and define the triggers and actions.

For example, if you want to track a lead source after they become a prospect, you can set up an automated workflow to take care of that step.

The workflow automation helps keep the sales pipeline moving so you can spend more time closing deals and less time trying to remember where a prospect is in the funnel.

Keeping your sales team motivated and competitive can be fun with CRM.me’s gamification features.

Set up a leaderboard to show how the sales team is performing and to encourage competition.

In addition to the leaderboard, team members can earn coins, badges, and virtual items. (It’s like a Chuck-E Cheese without the creepy animatronic mouse or drunk parents.)

You can create a reward center with real prizes that you and your company select, like gift cards.

Help your team stay engaged in a fun and competitive way, while still getting work done with CRM.me’s gamified features.

CRM.me’s email template builder makes it easy to follow up with prospects.

Target emails to specific customers to streamline outreach and follow up so you’re always keeping leads warm.

Manage and track email campaigns all in one dashboard so you can see everything at a glance.

Use lead capture forms to get lead information directly in the CRM.me platform and use the web analytics feature to see when prospects are visiting your website.

CRM.me uses a streamlined dashboard, automated workflows, and gamification features to help keep sales teams engaged and on track.

Makes closing prospects as easy as 1-2-3.

Get access to CRM.me now!

P.S. Learn how to use CRM.me like a pro by catching our training webinar replay here: Webinar Replay!