Features

The CRM For Service Businesses


Sometimes, using a B2B CRM application can be just as complex as using different apps for multiple tasks. We’ve kept it simple, so that each feature is one that actually serves you. This makes SalesCRM an easy to use CRM. No fuss. No hassle. No frustration.

Simplified Dashboard

Your SalesCRM dashboard isn’t cluttered by things you don’t need. From here, you can easily manage communication, track project progress and access your customer database. Maintain a complete overview of customers, partners, projects and reports. That’s the true meaning of an easy to use CRM system.

Individual Profiles

Our B2B CRM application allows you to build complete profiles for each contact. This feature means that you are always aware of the initial context of the business relationship, making it possible to give personalized service and meaningful communication. Build and maintain positive relationships with a clearer understanding of each contact’s connection to your company.

Project Management

SalesCRM is also built to keep your projects purposeful and organized. Project details, including deadlines and budgets, are readily accessible. With smart tools like recurring reminders for specific milestones, you’re able to stay on track with our CRM SaaS, no matter where you are.

Insightful Reports

Extensive reporting gives you a better understanding of your customers and your projects. Save on time spent gathering and recording insights and data, and let the reporting feature make sense of it all. Use reports to gain trustworthy figures, plan for future projects and forecast outcomes.

Streamline Business Relationships

We don’t want to slow you down with complicated features. Our easy to use CRM gives you the chance to put people first. Customer-centric features mean that you can spend less time on tedious admin, and more time on creating the connections that scale your business. SalesCRM is built for service businesses, with the aim of making the management of projects and stakeholders as simple as can be.

Data is organized for your convenience and to provide a clearer understanding of your customers. This allows you to streamline each project, create effective messaging and improve customer experience.

Lastly, our CRM SaaS is designed to be a collaborative space. Foster communication between team members and departments, as well as between you and your customers. Whether you want to share project details, introduce key stakeholders to the B2B CRM application or create a central database that is accessible to sales teams, you’ll find that teamwork is less stressful with the CRM SaaS.

Quick Data Management

Additional toggles for bulk additions – add now, update later. Don’t worry about gathering tons of contacts at an event or after a keynote of yours.

Cloud Based SaaS

Access and manage your database on desktop, mobile, tablet. Your data is safe with us.

Designed to Scale

Manage thousands of contacts and hundreds of ongoing projects at a time. Follow-up leads in a year to unlock new opportunities.