Overview
SalesManager CRM offers comprehensive CRM, managing the entire lead-to-order process. Though its interface can be improved, its powerful workflow management and deep customization provide exceptional operational control. This makes it a robust choice for process-driven businesses seeking to streamline complex sales cycles and operational tasks effectively.
SalesManager CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is SalesManager CRM?
SalesManager CRM is a robust customer relationship management (CRM) designed for businesses needing deep process control. It uniquely offers native B2B and B2C support, allowing companies to manage complex customer relationships within a single system. With features like integrated document management linked to any business object and extensive opportunity tracking, it helps streamline sales cycles and centralize critical information, providing a single source of truth for sales and operations teams from lead inquiry to order fulfillment.
SalesManager CRM Pricing
The software offers tailored pricing for its CRM solution.
SalesManager CRM Integrations
The platform integrates with several third-party applications, such as:
- Microsoft 365
- Twinfield
Who Is SalesManager CRM For?
SalesManager CRM is ideal for a wide range of industries and sectors, which may include:
- Wholesale distribution
- Manufacturing
- Marketing
- Professional services
- B2C e-commerce
- Logistics and supply chain
- Field services
Is SalesManager CRM Right For You?
SalesManager CRM is the right fit if a business requires stringent process control and deep operational integration. Its strength lies in its extensive, event-driven workflow engine that automates complex business rules beyond typical CRM capabilities. It is particularly well-suited for established businesses that have outgrown simpler systems and need a powerful, centralized hub to manage both B2B and B2C sales cycles, especially those heavily invested in the Microsoft ecosystem.
The software is also scalable, accommodating business growth by managing expanding teams, increasing data loads, and more complex workflows, ensuring it remains a long-term solution.
Still doubtful if SalesManager CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
SalesManager CRM Features
Among the core SalesManager CRM features, the capability provides a complete view of customer and supplier relationships, supporting both B2B and B2C models. It allows for defining complex corporate structures and tracking third parties like competitors or advisors, ensuring all relational data is centrally managed.
This feature enables comprehensive tracking of sales opportunities from initial inquiry through to the final order. It incorporates forecasting and pipeline analysis, while also allowing users to attach relevant documents, products, and services. Quotations can also be generated using mail-merging SalesManager templates with Microsoft Word.
With this capability, users can create fully customizable dashboards to monitor key performance indicators relevant to their roles. Account managers can track leads and opportunities, while service agents can monitor service tickets and resolution times, providing tailored insights for different departments across the business.
The platform’s event-driven workflow management engine automates business processes based on specific triggers. Events like a missed delivery or contract extension can automatically initiate tasks, send email notifications to users or contacts, or generate mail-merged documents for customers.
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