PlayBook CRM

PlayBook CRM: Customer Relationship Management Platform

PlayBook CRM is a customer relationship management platform designed for small businesses. It includes features like contact management, pipeline tracking, task management, and reporting.

What is PlayBook CRM?

PlayBook CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small businesses. It aims to provide an easy-to-use CRM solution to help small teams manage contacts, track deals in their pipeline, log tasks and activities, and generate reports.

Key features of PlayBook CRM include:

• Contact Management - Store all your contact details and interactions in one place. Track companies and people you interact with.
• Pipeline Management - Visualize your sales funnel by creating custom pipelines and stages to track your deals.
• Task Management - Create tasks and to-do items related to specific customers and deals. Set reminders and due dates.
• Reporting - Generate reports on your pipeline status, closed deals, contact engagement over time. Export to Excel or PDF.
• Email Integration - Sync emails from services like Gmail into PlayBook activity logs.
• Mobile Apps - iOS and Android apps so you can access contacts and pipelines on the go.

PlayBook CRM markets itself as an affordable, easy-to-use option for small teams who want CRM capabilities without the complexity and investments of enterprise CRM tools.

PlayBook CRM Features

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