Why cr mery
- 1. Why CRMery The Benefits of a CRM
- 2. LEAD MANAGEMENT. Track your leads in one place.
- 3. Manage your leads quickly and efficiently with minimal page loads. Increase and improve overall team member use.
- 4. Update leads quickly and efficiently, using AJAX technology right from the list screen. No page reloads. AJAX Updating
- 5. Filter Results Instantly Select filters and page results will be automatically updated to reflect the current filter
- 6. CONTACT MANAGEMENT. Notes, Emails, Events and more.
- 7. Track all aspects of your contacts. Build, establish, and grow relationships. notes, emails, conversations, appointments, and more.
- 8. View all aspects of a contact from a single overview screen. Assign ownership, view current deals, see contact value. Contact Overview
- 9. Assign tasks, events and other important items to a contact. View the history of a relationship. Track Tasks
- 10. DEAL MANAGEMENT. Maximize sales potential.
- 11. Organize deals associated with both your leads and company contacts. View active and future deals.
- 12. Similar to leads and contacts, deals can be directly edited from list view. Live filtering is also available. List Deals
- 13. Give each deal a probability percentage to better define potentially successful deals. Assign Probability
- 14. REPORTS & GRAPHS. Visualize your information.
- 15. Dynamic charts provide strong visual examples of company data. Determine profitability in a matter of seconds.
- 16. View multiple graphs and charts from the sales dashboard. Filter based on a variety of factors. Sales Dashboard
- 17. ROI Reports, and all types of custom reports can be generated and printed or exported. Detailed Reports
- 18. CUSTOMIZABLE. Your business, your data.
- 19. Your business is unique and you should capture what matters to you. Track the stats that you want to track.
- 20. Create as many custom fields as you need. Select the type of field you want and specify your options. Custom Fields
- 21. Build and store reports by dragging and dropping fields. Include custom fields and calculations. Custom Reports
- 22. SHARED CALENDARS. Meetings and tasks made easy.
- 23. Use personal and public calendars to track and share events or tasks. Easily view shared events and upcoming meetings.
- 24. Add tasks and events to your calendar, share details with others. Associate with leads, contacts or deals. Tasks and Events
- 25. Define events to repeat on your specific pattern. Select public or private status to share your events with others. Recurring Events
- 26. USER ACCESS. Define employee roles.
- 27. Assign users to their specific company role. Keep your data private. Team members, managers and executives.
- 28. There are no restrictions on the number of users you can add. No per-seat pricing. Add users and assign their role. Unlimited Users
- 29. Managers have teams of users beneath them. Create a special team name or use the default. Managers
- 30. IMPORT DATA. Bring your current information.
- 31. Migrate your existing data from other CRM’s with one-click importing. You have suffered long enough. Change is easy.
- 32. Use the provided sample files to ensure your data is structured best for importing. Sample Files
- 33. Only three steps to import your data, and the first two don’t count. Upload your file and import your existing data. 3 Steps
- 34. DOCUMENTATION. Find the answers you need fast.
- 35. Knowing where to look for answers is best when you know the answer is waiting. Detailed documentation is available.
- 36. ORGANIZATION. Run your business smoothly.
- 37. Investing in CRMery is an investment in the long-term success of your business. Organize and improve your contact management.