Overview
DoCRM facilitates prospect identification, contact management, and pipeline tracking with fast deployment and intuitive interface. While the software has a complex integration setup, it offers flexible reporting and supports mobile employees. This enables the sales team to contribute to sustained business growth.
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Starting Price
Custom
DoCRM Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is DoCRM?
DoCRM software centralizes customer interactions from lead capture to relationship management from any internet-enabled device. It automates email marketing campaigns, task scheduling, and opportunity tracking using built-in workflows. The platform enables offline data entry with synchronization upon reconnecting. It also integrates smoothly with Domino NAB for secure authentication, providing scalable user expansion with real-time database updates and instant product enhancements for sustained growth.
DoCRM Pricing
DoCRM Integrations
DoCRM integrates with:
- Domino NAB
Who Is DoCRM For?
DoCRM is suitable for the following industries:
- Small to medium enterprises (SMEs)
- Mobile employees
Is DoCRM Right For You?
DoCRM software is suitable for businesses aiming to improve sales workflows and customer engagement at a low cost. It offers rapid setup, minimal training, and flexibility for mobile teams with browser-based access. The platform simplifies the lead-to-sale process with campaign management, email integration, and custom reporting.
Still not sure if DoCRM is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
DoCRM Features
DoCRM manages and tracks all communications from initial prospect engagement through ongoing relationships across the customer lifecycle. It consolidates emails, calls, and notes into a unified view for each contact, enabling transparent history review and interaction tracking for every customer.
The software captures and monitors new leads throughout the sales funnel, from prospect identification to conversion. It updates lead status in real time to maintain accuracy and accountability, ensuring efficient pipeline progression and opportunity visibility.
The platform distributes incoming leads across multiple office locations and mobile users, ensuring timely assignment and follow-up. It balances workload and prevents lead neglect with structured distribution logic, supporting scalable team growth without manual assignment oversight.
The system integrates email campaign creation and sending with CRM processes to automate customer outreach. It enables follow-up sequences and campaign scheduling directly within lead workflows. The platform also tracks campaign performance through built-in reporting tools.
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