Funnel CRMProduct Overview
Funnel CRM product overview
Funnel CRM is a simple sales tracking and CRM cloud-based software designed to help automatically capture customer information. It creates a dedicated workspace outside your email to work on leads and deals. Funnel CRM is suitable for freelancers and is built for SMBs that have websites and utilize contact forms. Funnel CRM is a system of essential features without the complexity of larger CRMs and caters to the budget of freelancers, SMBs and large companies’ sales personnel. It includes contact forms, customer tracking, deals tracking, proposals, and optimized communication channels as part of its essential functions. It also caters to large midsize businesses across several industries including advertising, technology, outsource banking and more.
Pros of Funnel CRM
- Make fast well-formatted business proposals.
- Create and embed web contact forms without programming knowledge to help capture leads.
- Communicate with clients through Smartphone via Gmail without having to log-in to Funnel CRM.
- Auto generate web form submissions into deals and then places them in sales funnel rather than cluttering your inbox.
- Maintain customer base and decrease manual work.
- Simplicity of function and use.
Cons of Funnel CRM
- Needs more integrations of Facebook messenger and others.
Breakdown of core features
Contact Forms
Build and integrate contacts forms with a website in a few easy steps. Code up a form and it post to a specific URL. Instead of forms, Funnel CRM provides a special email address to be used by clients, which will be converted into a deal.
Deals
Funnel CRM creates inquiries for products and/or services for potential deals. Find important inbox messages in Funnel CRM properly labeled with what stage of the sales process one is in.
Contacts
Funnel CRM automatically takes contact information to create a profile based on the input it gives on the forms. This information can be updated any time.
Gmail Integration
Reply directly to messages sent from Funnel CRM from the Gmail inbox. A reply will be sent to customers and will also post to the Funnel CRM deal.
Alternatives to Funnel CRM
Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.
1 MS Dynamics
Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.
2 Hubspot
HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.
3 Nimble
Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.
(Last updated on 03/07/2022 by Martin Shelby)
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