Secretica CRM: Customer Relationship Management Platform
Secretica CRM is a customer relationship management platform designed for small to medium-sized businesses. It includes features like contact management, pipeline tracking, task management, and reporting.
What is Secretica CRM?
Secretica CRM is a cloud-based customer relationship management (CRM) platform aimed at small to medium-sized businesses. It provides a suite of tools to organize contacts, track sales opportunities, automate tasks, and generate reports to gain insights into your sales pipeline.
Key features of Secretica CRM include:
- Contact Management - Store all contact details including companies and individuals in one place. Track interactions, notes, and activity over time.
- Pipeline Tracking - Visualize your sales funnel with kanban boards. Move opportunities through custom pipelines from lead to closed deal.
- Task Management - Schedule calls, meetings, to-dos and assign them to team members to stay on top of your workflow.
- Reports & Dashboards - Gain visibility into your metrics through customizable reports and live dashboards for sales performance, lead analysis and more.
- Email Integration - Sync emails from services like Gmail and Outlook automatically into each contact.
- Mobile Apps - Access contacts, pipelines and tasks on-the-go with iOS and Android apps.
- Custom Fields - Tailor Secretica CRM to your sales process by adding unlimited custom fields for contacts, companies and deals.
Overall, Secretica CRM aims to help small businesses organize disparate sales data to drive more informed sales decisions and ultimately sell more.