PlayBook CRM
PlayBook CRM is a customer relationship management platform designed for small businesses. It includes features like contact management, pipeline tracking, task management, and reporting.
crm
contact-management
pipeline-tracking
task-management
reporting
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
Features
- Contact Management
- Lead and Opportunity Tracking
- Email Integration
- Calendar and Task Management
- Reporting and Dashboards
- Mobile App
- Custom Fields and Layouts
Pricing
- Subscription-Based
Pros
Easy to use interface
Affordable pricing
Robust feature set for SMBs
Native iOS and Android apps
Customizable workflows
Cons
Less customizable than larger CRM platforms
Limited 3rd party integrations
Light on marketing automation features
Official Links
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