What is ValCRM?
ValCRM is an open-source customer relationship management (CRM) software application designed specifically for small and medium-sized businesses. It provides a suite of features to help manage key customer and sales data in one centralized location.
Key features of ValCRM include:
- Contact Management: Organize contact details for leads and customers including name, company, email, phone, address, and custom fields.
- Account Management: Track companies and link multiple contacts to accounts.
- Lead Management: Score, qualify, and track leads through the sales funnel.
- Opportunity Tracking: Manage deals and sales opportunities through customizable pipeline stages.
- Activity Tracking: Log calls, emails, meetings, and tasks to keep track of customer interactions.
- Reporting and Dashboards: Analyze sales metrics and track KPIs with visual reports and dashboards.
- Email Integration: Sync emails from third-party clients like Gmail and Outlook.
- Custom Fields & Layouts: Customize data fields and interface layouts for an optimized CRM.
- Role-based Access Control: Assign restricted access settings across teams.
- Third-party Integrations: Connect with marketing, support, and financial tools.
With its user-friendly interface, secure cloud hosting options, mobile access, and affordable pricing, ValCRM is a CRM platform designed to help small businesses effectively manage critical sales and customer data.