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Features
Omnichannel
Contact management
Lead Management
Simplify collaboration with centralized lead capture and management.
Account
Create lists and automate tasks to achieve multi-contact management.
Bulk Import
Import and update bulk data, perform bulk edits and work more efficiently.
Marketing
Sales Funnel
Create visual representation of the customer journey, from awareness to action.
Website Builder
Create a top-notch website with our free drag-and-drop website builder.
Social Media Management
Plan, Create, Schedule and Publish content to all your social profiles.
Bulk Operation
Now mass update Leads and Opportunities and organize more effectively.
Form builder
Create smart & captivating web forms on your website to generate more leads.
Survey builder
Craft customizable online surveys and reach your audience on every device.
Email Template Builder
Create customized emails to increase productivity & close massive deals.
SMS Templates
Use customizable sms templates for your business to reach multiple contacts.
Social Reputation
Monitor media networks for social mentions to assess your brand image.
Campaign management
Streamlines your Marketing From Planning to Analysis
Link Tracking
Monitor clicks, track interactions, and optimize ROI with Link Tracking.
Sales
Deal
Govern the end-to-end process, from qualified leads to customer conversion.
Task Management
Prioritize, organize and be super productive with efficient task management.
Follow up
Integrate effective follow up to coordinate workflow with prospective customers.
Products
Keep track of your products to manage opportunity, quote, deal, or invoice.
Quotes
Create quotations from Sales Opportunities and dispatch them to your contacts.
Manage calender
View, prioritize, and manage both personal and team tasks and opportunities.
Activity Tracking
Manage and Track all your sales Activity in one place.
Workflow automation
Reports
Data Reporting
Track, analyze, and conquer with valuable data insights for strategic planning.
Customized Dashboards
Create, publish & share customized dashboards and achieve team alignment.
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Access Management
With better management, we are making it easier for users to control their access.
IP Restrictions
Secure User Logins Through CrmOne’s IP Restriction.
Telecalling-Services
Improve your phone call performance with Telecalling CRM service.
Power Dialer
Boost your sales work with CrmOne’s fast Power Dialer.
WhatsApp Integration
Add WhatsApp to your CRM to improve how you connect with customers and grow your customer base.
Facebook Integration
Integrate Facebook leads into CrmOne. Easily link Facebook leads and contacts to your CRM system.
Instagram Integration
Boost your sales with CrmOne’s Instagram service.
Sms service
Build good customer connections with CrmOne’s SMS services.
Email Service
Boost your sales with CrmOne’s email integration.
Geo Tracking
Geo-tracking solution designed to transform sales and marketing teams’ operations.
Payment-Integration
Increase money coming in with CrmOne’s payment integration.
Media Management
Organize Images And Other Media Files On A Single Centralized Platform.
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