The best option of the cloud-based CRM system for your business

crm4team cloud-based crm can connect to any VoIP Providers. After integration you will have possibility to analyze call's quantity and durations. All calls will be linked to Customers. You can listen record from cloud crm directly.

The built in crm4team Studio allows you to switch modules on and off, to hide / add fields, to make them obligatory for filling in, to set the values of drop- down lists, module cards and many other things quickly and without any programming. More than 80% of the basic needs are fulfilled with the help of the built in Studio, we will help you fulfill the other 20%.

At any subscription plan crm4team into the CRM already integrated and available for use the Workflow Designer. Everything you need to automation is to go through a three steps - just select a module for automation, specify the launch condition and select an action the system must perform.

Graphical Widgets on the Home Page will allow you to keep the activities of the Sales Department and Production under control without additional clicks. Sales funnel, the effectiveness of managers / sales channels, etc. – all key indicators can be easily transferred from the Reports Module to Home Page.

After registration cloud-based crm you will be available to use all predefined basic reports. If their is not enough you can use the built-in Report Designer. One of the features crm4team is the ability to create reports via a direct request to the database.

Cloud-based crm4team allow you to connect an unlimited numbers of lead webforms from landing pages. All the Leads from your landing pages will fall into one CRM marked with what the website came from. So no requests will be lost and is guaranteed to reach the Manager.

Cloud-based crm4team can automatically notify employees or customer by Email or SMS. Set up workflow processing results of which will be sending notifications that your employees will always be informed of the receipt of the new lead, and clients to receive a notification when changing the status of their orders.

Employees of a Sales Department will have access only to those modules, functions and data that they need for work. Build-in Sharing Rules module available you immediately after registration. No one will see anything extra - you can even hide specific fields from specific employee.

Subscription on any plan crm4team enables you to work with Emails. Each employee can plug in your email box. Using Mail Manager module you can quickly bind the incoming message to the customer or to create on its basis a new.

Pipeline View provides a list of entities that that can be drug&drop from one column to another. Columns are the values of dropdown lists - Status, Type etc. This view helps sales managers understand upcoming pipelines. You can setup it in any modules you want.

crm4team allows you to add a progress bar to the map of record of any module. For example, in Opportunities module it’s convenient to tracking progress when the progress bar of the Sales Stage field is clearly visible on the page.