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karmaCRM
CRM

A Simple CRM That You’ll Actually Use karmaCRM is the fully customizable solution for building better customer relationships through clarity and efficiency

14 Days FREE Trial!
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Product Features

    Elevate Your Sales

    Close more sales and grow your business

    Assign and manage your sales leads more effectively Boost sales efficiency and close more deals in less time Automate your sales processes with templates and reminders Customize your CRM to match your sales workflows Manage sales emails, tasks, and contacts with ease

    Build Good Karma

    Build better customer relationships

    Boost the quality of customer interactions with easy access to contacts, information, and history Stay close to your customers and be more proactive and

    streamline

    Streamline your daily activities and free up time to build better customer relationships

    research

    Research and connect with customers with automated social profile searches and integration

    team

    Easily collaborate with other team members to share information and serve your customers

    Master Your Time

    Manage your time more effectively

    Prioritize your day with convenient calendars and task management

    schedule

    Coordinate with your team on scheduling and events

    contact

    Know when, why, and whom to call, email or meet

    mail

    Send emails faster with email templates and mass email

    reminders

    Get email and text reminders so you never miss an important call, meeting or task

    tasks

    Save time by using templates for repeated tasks and record creation

    calendars

    Create and maintain multiple calendars for different types of tasks or events

    Work Seamlessly

    Increase efficiency and optimize your workflows

    Keep important information front and center with dashboard and sidebar widgets

    email communication

    Simplify email communications with email templates and mass email distribution

    colors

    Customize and rearrange fields, tabs, labels, and colors to match your personal needs

    Add custom fields to log and track any type of data Rearrange form fields to put information where you want it and remove fields you don’t need Standardize your processes with task and record templates Integrate your email or use the dropbox feature to BCC: emails to your CRM Automate your sales workflows with templates, webhooks, and bulk operations Automatically import leads from your website with Wufoo and Formstack integration

    Get Things Done

    Manage and track all of your important tasks

    Add, track, and manage tasks with user-friendly tools Categorize your tasks and add color coding to distinguish them

    reminders

    Stay on top of your tasks with email and SMS text

    plan week

    Group tasks by day to easily plan your week

    Drag-and-drop tasks to reschedule them Create task dashboard widgets so you’re always reminded of what’s next Use task templates to standardize and automate repeated tasks Create and manage task lists to organize your workflow See who’s associated with each task, including contact info at-a-glance Filter your tasks by multiple criteria and even print your tasks

    Know Your Customers

    Conveniently manage all of your contacts

    Quickly and easily add contacts to your customer database import contact Automatically find and import contact details via Linkedin and Twitter Find any contact quickly and easily with system-wide searches

    Create custom lists of contacts with the filters and details you want Customize contact fields and columns to add and track any information Add your own labels for status, stage, or other important characteristics Get a company view to see activity across all the contacts for each customers Update and modify large numbers of contacts with bulk operations Integrate social media feeds to see your contacts’ latest online updates

    Keep it All in One Place

    Keep all of your customers, contacts, tasks, and history in one place

    A single, convenient place for all of your information and workflow

    Access your CRM anytime and anywhere via the web or the karmaCRM mobile app Access the powerful search function from anywhere in your CRM Search your entire CRM database with just a few keystrokes Find and update contacts, companies, tasks, and events with ease Maintain a complete history of all your customer calls, emails, tasks, and deals See an aggregate view of each customer including all contacts and activity

    Harmonize Your Team

    Share information and collaborate with team members

    Make sure your entire team can access and share the same reliable information

    Allow team members to see full customer or contact history and get up to speed quickly Share or assign customers and tasks to collaborate more effectively Configure automatic notifications of newly assigned records and tasks Add and share comments and notes with automated notifications of new updates Control user access rights and permissions with customizable user groups

    Integrate and Synchronize

    Integrate with your email, Gmail, Google Apps, and more

    gmail

    Send email from your Gmail account within karmaCRM

    Google calendar

    Integrate your Google calendar with your CRM with two-way event syncing

    Google contacts

    Import or sync your Google contacts with two-way syncing

    Use the Google Apps gadget to send Gmail, see contact info while reading Gmail, and log into your CRM from Gmail Automatically import Linkedin profiles to karmaCRM contacts Automatically import Twitter profiles to karmaCRM contacts and get live feed updates Easily export contacts to Mailchimp for email campaigns Monitor Mailchimp campaign progress with karmaCRM dashboard and sidebar widgets Add new web form leads to your CRM automatically with Wufoo and Formstack webhooks

Formstack Logo
Formstack

Basic Pro Premium
Pricing
Price

$34

$49

$59

Free Trial 14 14 14
Billing cycle monthly monthly monthly
More about Pricing
annual discount in % 17.5 % 20.5 % 6.5 %
Support
By Mail
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Access
iOS App
Android App
Responsive Website
Development
Api

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