CreamSoda CRM enhances sales productivity through robust integrations, a flexible design, and an intuitive interface suited to businesses of all sizes. While it may present a steeper learning curve at first, its overall functionality makes it a powerful tool for streamlining sales operations
Creamsoda CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Creamsoda CRM?
CreamSoda CRM is a cloud-based platform designed to accelerate deal closures through automated lead generation and streamlined sales workflows. It empowers managers, owners, and teams with customizable pipelines, centralized contact management, and real-time dashboards for performance tracking. With visual deal monitoring and actionable insights, teams can eliminate bottlenecks, enhance follow-ups, and build stronger client relationships—fueling growth and retention across businesses of all sizes.
Creamsoda CRM Pricing
Creamsoda CRM offers flexible pricing plans to suit various business needs, providing transparency crucial for informed purchase decisions. It also offers a 14 day free trial.
These plans include:
- Free Plan: $0
- Starter Plan: $19/seat/month
- Professional - Sales Edition: $29/seat/month
- Professional - Procurement Edition: $45/seat/month
Disclaimer: The pricing is subject to change.
Creamsoda CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- G Suite
- Office 365
- Mailchimp
- Calendar
Who Is Creamsoda CRM For?
Creamsoda CRM is ideal for a wide range of industries and sectors, including e-commerce and marketing.
Is Creamsoda CRM Right For You?
Looking for a CRM that helps eliminate scattered customer data and boost team productivity? CreamSoda CRM simplifies lead management by automating lead capture, centralizing customer interactions, and providing insightful dashboards that enhance decision-making and streamline the sales process.
The platform prioritizes privacy and security, offering full compliance with the GDPR and PIPEDA. Its scalable infrastructure supports growing teams with secure, multi-device access and robust user control features, making it a flexible solution for evolving business needs
Still doubtful if Creamsoda CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Creamsoda CRM Features
The platform enables users to create custom sales pipelines and visually track deals through various stages. It provides color-coded notifications for deals needing attention, helping sales teams efficiently manage their opportunities and close more sales. This feature also supports purchase deal and order management, offering a holistic view of transactions.
See How It WorksCreamsoda offers in-depth insights into performance with customizable dashboards and visual reports. Users can analyze profitability, revenue, and costs, filter data by team or date, and track upcoming tasks and active deals to quickly identify and resolve issues. This visual representation supports more informed decision-making.
See How It WorksBusinesses can team productivity and communication through robust collaboration tools. It allows for unlimited team creation, task assignment with deadlines, and seamless meeting scheduling synced with Outlook or Google Calendar. This fosters a supportive environment and streamlines workflows for sales teams, regardless of location.
See How It WorksWith quote management, sales and purchase processes can be streamlined. Users can create unlimited, multi-currency sales quotes and track supplier purchase quotes. The system facilitates side-by-side comparisons to optimize pricing, improve profit margins, and enhance overall market competitiveness.
See How It WorksCreamsoda CRM software centralizes all customer and vendor interactions, allowing unlimited contact creation and comprehensive relationship tracking. It provides insights from conversations, automates email linking, and uses an AI-powered "Likeability Score" to identify high-value relationships for targeted campaigns. This ensures a complete and actionable customer history.
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