What is sales CRM software?

Sales CRM software allows businesses to better manage customer relationships by storing and managing customer and prospect information. Sales CRM software does this by compiling information from multiple communication channels, including a business’ website, email, telephone, social media, and more. This is especially beneficial to a small business, where teams are often shoulder the responsibilities of a much larger workforce. So instead of tracking sales on a spreadsheet or keeping customer information on sticky notes, rolodexes, or even in a salesperson’s memory, sales CRM software can be considered a kind of business management software system that makes data available to everyone in the business who might need it: sales, service, marketing, and even others, like accounting, business planning, and management.

Sales solutions will speed up selling.

Maximize productivity, get valuable insights, and streamline processes to grow with you.

Grow with a complete view of your business.

Lead and Account Management

Easily manage all lead, opportunity, and account data on a single platform to get a complete view of your customers.

Reports and Dashboards

See exactly what is going on in your business with customizable reports and dashboards.

Forecast and Pipeline Management

Tailor KPIs to your business, track pipeline on a single screen, and make adjustments in real-time to grow faster.

Connect with prospects faster.

Sales Playbooks and Workflows

Move deals forward fast with outreach sequences and automated actions that are easy to build.

Email Automation and Tasks

Quickly generate impactful emails with templates, tracking, and follow up tasks.

Automated Data Capture

Save time on manual data entry by automatically syncing contacts, events, and emails to your CRM.

Sell smarter to close more deals.

AI Deal Insights

Use AI-based lead and opportunity scoring to focus on the right deals at the right time.

Conversational Intelligence

Log and transcribe calls automatically and improve rep follow through to move deals forward faster.

Quoting and Contract Approvals

Create quotes with a few clicks. Automatically grant approvals to keep deals moving forward directly within your CRM.