Essential CRM Features to Control and Boost Sales Funnel

 CRM 

Optimize lead receipt with CRM PipeRun integrations

  • Integrate with your website forms
  • Receive leads from Facebook campaigns
  • Receive chat service leads
  • Capture leads on LinkedIn
  • Import database via spreadsheets
  • Integrate with inbound tools
  • Buy leads from approved partners
  • Receive leads via API from other systemsView opportunities with organization and agility
  • Drag the opportunity to update the step
  • Automate task creation and email sending from drag
  • View relationship history by opportunity timeline

View opportunities with organization and agility

  • Drag the opportunity to update the step
  • Automate task creation and email sending from drag
  • View relationship history by opportunity timeline

Communicate closings to other departments

  • Notify the collection and delivery teams of an opportunity gain.
  • Work with base customers in an organized way by doubling the opportunity for further contact after winning.

 

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