MomentCRM

MomentCRM

MomentCRM is a customer relationship management (CRM) software designed for small businesses. It allows users to organize contacts, track communications history, manage sales pipelines, and analyze data to improve customer relationships.
MomentCRM image
crm sales pipeline-management contact-management

MomentCRM: Customer Relationship Management for Small Businesses

MomentCRM is a CRM software designed for small businesses, allowing users to organize contacts, track communications history, manage sales pipelines, and analyze data to improve customer relationships.

What is MomentCRM?

MomentCRM is a cloud-based customer relationship management (CRM) platform tailored for small and medium-sized businesses. It aims to provide an easy-to-use CRM to track interactions across sales, marketing, and support.

Key features of MomentCRM include:

  • Contact Management - Organize customer and lead details in one place. Track contact history and activity over time.
  • Sales Pipeline - Define deal stages and values to visualize sales funnel performance.
  • Email Integration - Sync email conversations to relevant contact profiles automatically.
  • Lead Scoring - Define rules to identify and prioritize warmer leads.
  • Sales Reporting - Create reports and dashboards for actionable insights.
  • Quotes and Invoices - Design professional-looking quotes and send invoices integrated with financial apps.

Ideal for startups and small teams, MomentCRM aims to provide robust CRM capabilities tailored to small business needs, at an affordable pricing model. The software as a service (SaaS) model allows new teams to get started quickly without large upfront investment.

MomentCRM Features

Features

  1. Contact Management
  2. Lead Tracking
  3. Sales Pipeline
  4. Email Integration
  5. Calendar Sync
  6. Reporting and Dashboards

Pricing

  • Freemium
  • Subscription-Based

Pros

Easy to use interface

Affordable pricing

Good for small businesses

Mobile app available

Cons

Limited customization options

Less features than larger CRM platforms

Third-party integrations can be limited


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