What is Slide CRM?
Slide CRM is a cloud-based customer relationship management (CRM) platform tailored for small businesses and teams. It aims to provide an affordable yet feature-rich CRM solution to help optimize sales processes and pipeline management.
Key features of Slide CRM include:
- Contact Management - Organize leads and customers into customizable pipelines. Record contact details, notes, activities, deals, files, and more.
- Sales Pipeline - Visualize deal stages in kanban pipelines. Set up automation rules to progress deals through stages.
- Email Integration - Connect email accounts to track correspondence. Send emails directly within Slide CRM.
- Lead Scoring - Automatically score leads based on activities and behaviors to identify hot prospects.
- Sales Forecasting - Predict revenue in sales pipelines based on deal stages and confidence level.
- Task Management - Create and assign tasks to yourself or teammates. integrate with calendar for scheduling.
- Reporting & Dashboards - Analyze sales performance and pipeline health through customizable reports and dashboards.
- Mobile Apps - Access key CRM data on-the-go through native iOS and Android apps.
- Zapier Integration - Connect with over 2,000 other apps including email, marketing, and payments tools.
Slide CRM aims to provide robust CRM capabilities for growing small businesses at a budget-friendly price point. It competes most directly with other small business CRM platforms like Zoho CRM, Copper CRM, and Really Simple Systems.