Impact CRM

Impact CRM

Impact CRM is an easy-to-use customer relationship management platform designed for small businesses. It includes features like contact management, pipeline tracking, task automation, and reporting.
Impact CRM image
contact-management pipeline-tracking task-automation reporting small-business

Impact CRM: Easy Customer Relationship Management for Small Businesses

Impact CRM is an easy-to-use customer relationship management platform designed for small businesses. It includes features like contact management, pipeline tracking, task automation, and reporting.

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.

Impact CRM Features

Features

  1. Contact management
  2. Pipeline tracking
  3. Task automation
  4. Reporting
  5. Email integration
  6. Calendar integration
  7. Mobile app

Pricing

  • Subscription-Based

Pros

Easy to use

Affordable pricing

Customizable features

Good customer support

Cons

Limited integrations with other software

May lack advanced features for larger businesses

Some users reported performance issues


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