A Simple CRM That You’ll Actually Use karmaCRM is the fully customizable solution for building better customer relationships through clarity and efficiency
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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 your daily activities and free up time to build better customer relationships
Research and connect with customers with automated social profile searches and integration
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
Coordinate with your team on scheduling and events
Know when, why, and whom to call, email or meet
Send emails faster with email templates and mass email
Get email and text reminders so you never miss an important call, meeting or task
Save time by using templates for repeated tasks and record creation
Create and maintain multiple calendars for different types of tasks or events
Increase efficiency and optimize your workflows
Keep important information front and center with dashboard and sidebar widgets
Simplify email communications with email templates and mass email distribution
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
Stay on top of your tasks with email and SMS text
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
Send email from your Gmail account within karmaCRM
Integrate your Google calendar with your CRM with two-way event syncing
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
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