Complete CRM revolutionizes the conventional white label CRM approach and introduces a fresh perspective on enhancing sales capabilities. We recognize the necessity for sales teams to possess tools that oversee the complete customer journey right from the initial interaction. Complete CRM provides a unified platform to manage the entirety of the customer lifecycle, enhancing your efficiency, productivity, and allowing you to concentrate on your core strength - selling.
Here are some of the potent sales features that come with Complete CRM:
Dynamic contact record: Your contact profile compiles everything ranging from demographic details to website visits, email interactions, call summaries, invoices, and more. Every piece of information you require about your client is consolidated in one location, easily accessible.
Opportunity insights: Develop customized pathways for opportunities, utilize the drag-and-drop Kanban interface to seamlessly advance leads through various stages of the sales funnel, access comprehensive reports, and activate limitless automation.
Seamless IMAP integration: Keep your CRM synchronized with your email effortlessly. All external emails you transmit or receive are accessible within the contact record.
Streamlined workflows: Automate different segments of the sales process using workflow automation.
Quotes and invoices: Generate, personalize, and transmit quotes and invoices directly from Complete CRM.
Limitless data fields and custom objects: Modify the data you cultivate and store within your white label CRM - exploit this data for sales, marketing, and customer support.
Complimentary contact research: Keep your contact records updated automatically with fresh data from across the web by utilizing our contact research functionality.
One-click dialing: Initiate calls to leads and clients from your CRM, with full transcripts of your conversations automatically archived in the contact record.
Digital document signing: Produce, tailor, send, and execute legally binding documents directly from the contact record.
Automated workflows: Direct your leads through personalized journeys or onboard new clients with individualized outreach using our intuitive drag-and-drop customer journeys, drip campaigns, workflows, and more.
We all know that successful sales teams demand more than a simple contact card. Complete CRM equips you with the necessary features to connect with your clients and establish personalized engagement. With intelligent automation, limitless data fields, email marketing, and a host of other features, all consolidated under one roof, you can effortlessly monitor your sales and concentrate on refining your strategy.
