Last Updated
Overview
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.
Overall Rating
Based on 2 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
Lead Boomerang
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.
Lead Management Systems
The 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.
Sales Forecasting
CompleteXRM 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.
Project Management
This 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.
Pros And Cons of CompleteXRM
Pros
Automates follow-up to boost lead engagement
Centralizes lead data from multiple sources
Provides customizable project templates and tracking
Cons
Manual win probabilities may need frequent updates
Batch lead imports could require initial adjustments
CompleteXRM Reviews
Total 2 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 1-10 employees
Less than a year
“I always recommend this product”
Pros
Their Franklin Covey PlanPlus Online does everything that other CRMs should and more. Besides tracking my pipeline it also integrates web forms, email marketing and Franklin Covey's project management tools all in one place.
Cons
I simply love it and have no complaints to share.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 1-10 employees
Less than a year
“Feature-rich tool”
Pros
This product is packed with features. It's been a fantastic discovery for our organization as it makes it much easier to track our sales pipeline.
Cons
To be honest I have not faced any issues yet.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What types of pricing plans does CompleteXRM offer?
CompleteXRM offers various pricing options that cater to different organizations and their needs. Request custom CompleteXRM pricing plans.
What level of support does CompleteXRM offer?
CompleteXRM provides support via phone, FAQs, and training videos.
Does CompleteXRM have a mobile app?
Yes, CompleteXRM have a mobile app under the name ‘PlanPlus’ and works well on both Andriod and iOS devices.
What other apps does CompleteXRM integrate with?
CompleteXRM has not publicly disclosed a full list of third-party integrations.
Does CompleteXRM offer an API?
No, CompleteXRM does not offer an API.
What language does CompleteXRM support?
CompleteXRM supports the English language.
Who are the typical users of CompleteXRM?
CompleteXRM serves teams in financial services, healthcare, manufacturing, technology, and education sectors.