CompleteXRM combines lead management, project tracking, and sales insights to streamline daily operations. Though batch lead imports may need adjustments, its centralized modules and customizable templates help teams stay organized and productive across diverse projects and workflows with reliable performance.
CompleteXRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is CompleteXRM?
CompleteXRM is a cloud-based software suite designed to empower businesses with structured customer relationship and productivity management. Targeted at teams seeking streamlined workflows and goal alignment, it integrates tools for CRM, planning, and collaboration. The platform offers features such as lead boomerang, lead management systems, sales forecasting, and project management.
By combining sales pipeline oversight, continuous improvement methodologies, and personal productivity tools, CompleteXRM helps organizations drive engagement, measure performance, and manage customer interactions effectively across devices.
CompleteXRM Pricing
CompleteXRM Integrations
Who Is CompleteXRM For?
CompleteXRM software serves a wide range of industries and sectors, including:
- Financial services
- Healthcare
- Manufacturing
- Technology
- Education and training
Is CompleteXRM Right For You?
Are you looking for an all-in-one platform to unify CRM, productivity, and project execution in one streamlined solution?
CompleteXRM helps eliminate scattered spreadsheets, reduces missed follow-ups, and brings clarity to sales pipelines with integrated planning and forecasting tools.
It delivers secure data management and scalable performance, supporting teams as they grow and expand operations.
Still not sure if CompleteXRM is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
CompleteXRM Features
This feature automates the follow-up process for new leads by capturing inquiries and scheduling reminders until contacts are engaged. It ensures that no opportunities slip through the cracks, improving conversion rates and sales team productivity.
See How It WorksThe leads module consolidates prospects from multiple vendors and imports them in batches or sessions. Users can convert leads into customers or opportunities, assign them to sales reps, and track conversions. Integrated click-to-call dialing supports Skype, SIP, and custom phone systems for streamlined outreach.
See How It WorksCompleteXRM features ‘Sales Forecasting’ that allow teams to set win probabilities manually or by sales stage rules. Managers can assign quotas, compare forecasts against targets, and automate detailed reports. Configurable processes deliver clear visibility into pipeline health and projected revenue performance.
See How It WorksThis feature enables users to manage diverse project types with customizable templates, drag-and-drop task control, and team-wide visibility. Tasks can be delegated internally or externally, with built-in time tracking and real-time progress views to keep every project on schedule and fully transparent.
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