Slide CRM

Slide CRM: Small Business Customer Relationship Management Platform

Slide CRM is a customer relationship management platform designed for small businesses. It allows users to organize contacts, track deal pipelines, manage tasks and calendar events, send email campaigns, and more. The interface is simple and intuitive.

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.

Slide CRM Features

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