What is Impact CRM?
Impact CRM is a cloud-based customer relationship management (CRM) platform optimized for small and medium-sized businesses. It provides a centralized interface to manage all customer interactions including leads, accounts, contacts, opportunities, and customer service cases.
Key features of Impact CRM include:
- Contact Management - Organize all your contacts and accounts in one place. Track contact details, account history, activities, notes, documents, and more.
- Pipeline Tracking - Visualize your sales pipeline by stage. Track deal values, probability to close, expected close dates. Identify bottlenecks.
- Lead Tracking - Score and qualify leads to focus your team's efforts on hot prospects. Set up workflows to assign and notify appropriate reps.
- Task Automation - Streamline repetitive tasks like email sequences, appointments, reminders with customizable rules and triggers.
- Reporting & Dashboards - Analyze performance across sales, marketing campaigns, service cases. Share key metric reports with your team.
- Email Integration - Sync email conversations to relevant contacts. Log calls and meetings from your email.
- Mobile Access - Manage contacts, calendar, tasks on-the-go with native iOS and Android apps.
Overall, Impact CRM combines ease of use with powerful CRM features for maximum productivity and growth.