What is Clevertim CRM?
Clevertim CRM is a cloud-based customer relationship management (CRM) platform optimized for small and medium-sized businesses. It provides a variety of features to help organize contacts, track interactions across multiple channels, manage deals and sales pipelines, and gain actionable insights through analytics.
Key features of Clevertim CRM include:
- Contact Management - Organize contact details for leads and customers including names, companies, email addresses, phone numbers, locations, custom fields, tags, etc.
- Interaction Tracking - Log interactions like emails, calls, meetings across teams via shared activity feeds.
- Sales Pipeline - Visual sales stages to manage and advance prospects and deals.
- Lead Scoring - Automatically grade and prioritize leads based on engagement activity and other attributes.
- Dashboards and Reports - Out-of-the-box and customizable reporting to extract key metrics and insights.
- Email Integration - Sync emails from Gmail, Outlook, and other platforms.
- Mobile Apps - iOS and Android apps allow access to contacts, activities, and other data on-the-go.
- Third-Party Integrations - Connect to marketing, sales, and support apps to extend functionality through Zapier, Workato, and API integrations.
- Affordable Pricing - Offers free and paid plans for individuals and teams based on number of users.
With its intuitive interface, robust core capabilities, and affordable pricing, Clevertim CRM is a compelling choice to manage critical sales and marketing processes for high-growth small businesses.