The Power of Connected Technology
Harness the power of Connections with CRM3. Save money, save time and do what you do best - run your business.
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Task Management
Set tasks within CRM3 and your collaborators are automatically notified within the system and by email - CRM3 makes it simple to coordinate meetings and work between co-workers, team members, customers and contractors. -
Calendar
Stay on top of meetings, tasks and appointments with the easy to use calendar function – automatically export calendar notifications to Outlook and Mail for cross platform functionality. -
File Management
Stop paying for costly online storage and never lose another attachment in Outlook again - CRM3's file storage makes sharing information easier. Upload files and attachments to emails, contact records and share files securely online. -
Activity Spaces
Break free of long email chains and endless carbon copies. CRM3's Activity Spaces are secure, password protected online work spaces – you can share files, discussions and notes with team members and clients automatically - get out of the inbox and start working smarter.
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Email Campaigns Creator
Send newsletters, product updates and information to individual clients or groups of contacts and automatically record everything you've sent them. Sending personalized communications has never been faster or simpler than with CRM3. -
Email Templates
Upload HTML to make customized templates for your communications, or customize one of the many pre-existing templates by adding your own logo and information. New templates are added monthly, so all it takes is one click to create professional communications. -
Distribution lists
Set up dynamic distribution lists and let powerful automated tools manage the time consuming tasks of updating clients and customers, giving you more time to do what you need to do. -
Autodrive™
Keep communication flowing automatically with the revolutionary new Autodrive technology – program your Autodrive in minutes and CRM3 automatically knows who opened, who clicked and who wants to talk – it's never been simpler or faster to keep the conversation going and give people the information they want. -
Email Reports
Determine ROI and compile detailed reports in minutes – customizable reporting functions mean you'll never be in the dark again – know how your communications are being received in seconds.
Powerful CRM System
Easily Import Contacts
Create Groups
Sales Flow Management
Sales Processes
Share or Assign Contacts
Centralized Contact History
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Powerful CRM System
Most productivity solutions are just a CRM system, but when you use CRM3, that's just one of the powerful features you get. Use all the same tools that you get with other CRM programs, but combined with features you can't get from regular CRM – stop using multiple programs to do the job of one. -
Easily Import Contacts
Importing your contacts into CRM3 is simple. Simply export directly from Outlook or any other CRM program. If you need help importing your contacts, we can provide it free of charge. -
Create Groups
Organizing your contacts is made simple with the dynamic group creation tool. Tag contacts on the fly and send targeted communications with 1 click – it's simple to get the right message to the right people with CRM3. -
Sales Flow Management
Set goals and stay on target by using CRM3's automated sales flow management system – contacts can be ranked and staged by customizable automated processes – you'll never miss another opportunity to close the deal. -
Sales Processes
We don't believe in telling you to change how you make a sale – CRM3 adapts to how you work instead. Set up your own custom sales processes in CRM3 and let the automated processes help your staff make sales instead of doing data entry! -
Share or Assign Contacts
All it takes is one click to share and assign contacts between team members, or let automated processes automatically delegate new contacts – working together has never been easier. -
Centralized contact history
Information doesn't have to be hard to get to – CRM3 automatically stores every note, every email and every communication you send to a contact, no matter who sent it – you'll always know who said what, and how far along the sales process a contact is. -
Source Tracking
Know where your leads and prospects are coming from and what they're interested in with automated source tracking. With CRM3 you cut the guesswork and data entry from the sales process.
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The Dashboard
Stay on track of your business quickly and easily with the innovative Dashboard feature. Dynamic, customizable charts and reports automatically update every time you log in – in seconds you can see what your sales force is doing, where leads are coming in and where you are in the sales cycle. CRM3 automatically gives you the information you need to succeed. -
Users
Set up CRM3 user profiles for everyone in your company and start working smarter across your entire organization. -
Roles
Determine roles for everyone in your organization from administrative staff to executives – everyone gets the information they need to do their job, simply and easily, no more confusing tools you don't need cluttering up your workspace. -
Project Spaces
Manage the complicated day-to-day operations of your business by setting up project spaces – digital file folders to hold contacts, processes and information unique to what you need to do – reduce digital clutter and stay organized with CRM3. -
Process Flow Chains
CRM3's powerful, patent pending Process Flow Chain™ technology is like an automated assistant that can help you manage information, eliminate the need for data entry, streamline your work and even send emails for you. You build and customize Process Flow Chains™ to do exactly what you need them to do!
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Messaging
Send messages between individual CRM3 users to stay focused and communicate without having to send emails back and forth. -
Feedback Forms
CRM3 automatically creates email capture and feedback forms for you – skip cumbersome HTML coding. You can direct new leads directly into CRM3 and cut hours of tiresome data entry. New feedback form templates are added monthly, so you can always keep the conversation going. -
Mobile Apps
Stay connected and on top of your business anytime and anywhere with the CRM3 iPhone, Blackberry and Android Apps. (iPhone App available now, Blackberry & Android Apps coming soon.)
Social Media
Tame the disconnected mess of social media - CRM3's ground-breaking Social Spaces let you aggregate your blog, Twitter, Facebook, LinkedIn and Flickr (or any combination of the above) into one easy to manage space you can add directly to your website– customers and clients don't have to struggle to find your social media presence anymore. Add email capture and landing pages directly to your Social Spaces and finally use social media to drive your success.