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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.

Deals

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.

Contacts

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.

(Last updated on 01/27/2020 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
    Low-end
  • Works Best For
    Mid Sized Businesses, Small Sized Businesses

Screenshots

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Video

Features

  • 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

Integrations

  • Gmail
  • Gravatar

Pricing Model

  • Standard
  • Pro

Languages

  • English

Useful Resources

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