What is Gist CRM?
Gist CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small to medium sized businesses. It provides a suite of tools to organize contacts, track leads, visualize sales pipelines, and report on overall sales performance.
Key features of Gist CRM include:
- Contact Management - Organize contacts with custom fields and tags for segmentation. Track interactions over time.
- Lead Management - Score and qualify leads with a customizable pipeline. Set automated workflows and reminders.
- Sales Forecasting - Visual sales pipelines make it easy to see deals progressing. Forecast future revenue.
- Reporting & Dashboards - Get insights into sales team performance. Track KPIs like win rates, deal size, sales cycle length.
- Email Integration - Sync email conversations into each contact or lead record automatically.
- Customization - Tailor fields, values, views to match sales processes.
- Mobile Access - CRM data accessible anytime from iOS and Android apps.
Overall, Gist CRM aims to provide an affordable, easy to use CRM to help small businesses manage relationships, improve productivity, and accelerate growth.