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Funnel CRM Reviews

Funnel CRM

An Affordable and Simple CRM
our rating 4 out of 5 Stars

Funnel CRMProduct Overview

  1. About Funnel CRM
  2. Pros of Funnel CRM
  3. Cons of Funnel CRM
  4. Breakdown of Core Features

Funnel CRM product overview

Funnel CRM is a simple sales tracking and CRM cloud-based software designed to help automatically capture customer information. It creates a dedicated workspace outside your email to work on leads and deals. Funnel CRM is suitable for freelancers and is built for SMBs that have websites and utilize contact forms. Funnel CRM is a system of essential features without the complexity of larger CRMs and caters to the budget of freelancers, SMBs and large companies’ sales personnel. It includes contact forms, customer tracking, deals tracking, proposals, and optimized communication channels as part of its essential functions. It also caters to large midsize businesses across several industries including advertising, technology, outsource banking and more.

Pros of Funnel CRM

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  • Make fast well-formatted business proposals.
  • Create and embed web contact forms without programming knowledge to help capture leads.
  • Communicate with clients through Smartphone via Gmail without having to log-in to Funnel CRM.
  • Auto generate web form submissions into deals and then places them in sales funnel rather than cluttering your inbox.
  • Maintain customer base and decrease manual work.
  • Simplicity of function and use.

Cons of Funnel CRM

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  • Needs more integrations of Facebook messenger and others.

Breakdown of core features

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Contact Forms

Build and integrate contacts forms with a website in a few easy steps. Code up a form and it post to a specific URL. Instead of forms, Funnel CRM provides a special email address to be used by clients, which will be converted into a deal.


Funnel CRM creates inquiries for products and/or services for potential deals. Find important inbox messages in Funnel CRM properly labeled with what stage of the sales process one is in.


Funnel CRM automatically takes contact information to create a profile based on the input it gives on the forms. This information can be updated any time.

Gmail Integration

Reply directly to messages sent from Funnel CRM from the Gmail inbox. A reply will be sent to customers and will also post to the Funnel CRM deal.

Alternatives to Funnel CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 NetSuite

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NetSuite is the most trusted cloud-based ERP software in the world, integrating all key business processes into a single system -- financials, inventory, sales, Customer Relationship Management (CRM), eCommerce, and marketing.

We're an industry-recognized NetSuite Solution Provider that designs, implements, and supports all aspects of the NetSuite Platform.

Schedule your Personalized NetSuite Demo or get in touch with a one of our NetSuite experts today.

Learn more about NetSuite

2 Xoxoday Plum

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Businesses can automate rewards and enhance customer experience while engaging and encouraging customers to make repeat purchases from your brand.

Xoxoday Plum is a Rewards, Incentives, Benefits & Payouts Infrastructure for Businesses. Xoxoday’s technology enables companies to reward employees, customers, and sales & channel partners.

Learn more about Xoxoday Plum

3 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

(Last updated on 03/07/2022 by Martin Shelby)

Quick Facts

  • Industry Specialties
    Advertising / Media / Publishing, Banking / Accounting / Financial, Computer and Technology, Consumer Brands, eCommerce, Enterprise, Financial Services, Marketing / Public Relations, Real Estate, Retail and Wholesale, Sales, Software / Web Development
  • Pricing
  • Works Best For
    Mid Sized Businesses, Small Sized Businesses





  • Contact Form
  • Lead Tracking
  • Sales Process Management
  • Deal Management
  • Contact Management
  • Email templates
  • Professionally designed proposals
  • Automated Total Calculation
  • Desired currency
  • WYSIWYG editor
  • Sales labeled by process stage
  • Contact History
  • Gmail Integration


  • Gmail
  • Gravatar

Pricing Model

  • Standard
  • Pro


  • English

Useful Resources

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