Description
CRM OS is a powerful CRM (Customer Relationship Management) software tailored to meet the needs of startups and businesses. It provides a comprehensive set of tools to streamline customer interactions, sales, and marketing efforts. Here is a comprehensive list of features:
- Contact Management
- Lead Management
- Customer Interaction History
- Sales Pipeline Management
- Opportunity Tracking
- Deal and Sales Forecasting
- Email Integration
- Task and Activity Tracking
- Calendar and Appointment Scheduling
- Contact Segmentation
- Marketing Automation
- Email Campaigns
- Lead Scoring
- Contact Import and Export
- Social Media Integration
- Document Management
- Reporting and Analytics
- Sales Performance Metrics
- Contact History and Notes
- Sales Funnel Visualization
- Customizable Sales Stages
- Contact Tags and Labels
- Sales Team Collaboration
- Sales Email Templates
- Contact Duplication Management
- Mobile CRM Access
- Contact Enrichment
- Lead Nurturing
- Contact Communication Tracking
- Task Reminders and Alerts
- Opportunity Probability Analysis
- Follow-up Automation
- Multi-channel Communication
- Lead Source Tracking
- CRM Dashboards
- Contact Engagement Tracking
- Sales Quote Generation
- Sales Order Management
- Integration with E-commerce Platforms
- Customer Support Ticketing
- Knowledge Base Management
- Customer Surveys and Feedback
- Multi-language Support
- Custom Fields and Data Capture
- Lead Conversion
- Document Sharing and Collaboration
- Sales Forecast Accuracy Analysis
- Marketing ROI Analytics
- Contact Segmentation for Targeted Marketing
- Workflow Automation
- Sales Territory Management
- Web Forms for Lead Generation
- Lead Routing and Assignment
- Email Tracking and Notifications
- Integration with Third-party Apps
- Customer 360-degree View
- Sales and Marketing Campaign Tracking
- Email Open and Click Tracking
- Custom Reporting and Dashboards
- Sales Performance Scorecards
- Customer Feedback Surveys
- Sales Commission Tracking
- Mobile Sales Tracking
- Data Import and Export Tools
- Sales Quota Management
- Customer Retention Analysis
- Automated Follow-up Sequences
- Data Security and Permissions
- Lead Source Attribution
- Integrations with CRM APIs
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