Key CRMROI features

Want to learn more about what CRMROI can do for you? Take a look at these six CRMROI features:

1. Seamless lead management

CRMROI integrates directly with the forms on your website to save you time manually entering leads, and your sales team can get leads faster with email and text message notifications.

2. Marketing and sales data

Every lead contains a full timeline of our proprietary marketing data including website session history, lead source, visit duration, and call recording and transcription data. Closed leads will tell your marketing team which channels are driving sales.

3. Notes

Every call, email, and activity can be tracked to specific leads, so you can remember key details that help you build relationships and earn more sales.

4. CRM dashboard

Set custom follow ups and action items for every opportunity, and use our CRM dashboard to plan your sales day. Set custom due dates and assign to your sales reps.

5. Contact management

At last, you can delete your contact spreadsheet and manage all of your sales contacts in a single thread.

6. Simple pipeline management

Drag and drop your leads through every stage in your sales process with our simple pipeline management tool.

In addition, CRMROI lets you maximize MarketingCloud features like ReviewBoost, LeadNurture, and advanced audience targeting.

Who should use CRMROI?

CRMROI is the perfect solution if you:

Have a sales team of seven people or less

Do not need advanced lead routing

Don’t currently use a CRM

Do not need sales forecasting and projections