Funel CRM

What Is Funel CRM?

Funel is a cutting-edge CRM system built to streamline marketing and sales processes for businesses of all sizes. With over a decade of experience in software development, Funel offers innovative solutions to help companies manage clients, enhance communication, and boost performance. Let's dive into the key features that make Funel stand out:

Advanced Client Management Panel

Funel's Client Management Panel simplifies the process of adding, removing, and managing clients. Admins can use features like project assignment, client tracking, and seamless communication tools. This panel revolutionizes client management, ensuring optimal engagement and satisfaction.

Dynamic Proposal Creator Tool

The Proposal Creator tool in Funel CRM allows users to generate professional and personalized proposals quickly. Users can add company details, logos, and service offerings to create visually appealing proposals that resonate with clients.

Real-Time Updates And Insights Hub

Funel enables employees to share real-time updates with clients, enhancing transparency and communication. From campaign progress to daily interactions, employees can keep clients informed with ease.

Invoice Management

Funel CRM’s integrated Invoice Management Panel simplifies invoicing by tracking, sending, and updating invoices in real-time. The tool provides insights into payment status and allows for easy management of financial transactions.

Buyer Persona Creator

The Buyer Persona Creator tool helps marketing professionals create detailed buyer personas to tailor marketing strategies effectively. Users can input demographic and psychographic data to generate comprehensive buyer profiles.

Spam Checker

Funel's Spam Checker tool scans emails and pitch messages for spam-triggering keywords to enhance email deliverability. By minimizing the risk of emails being marked as spam, users can ensure that their messages reach clients' inboxes.

Report Management

The software’s Report Management Module simplifies the process of creating and sending reports to clients. It offers a user-friendly interface, making report management efficient and accessible.

Requirements Gathering Panel

The Requirements Gathering Panel streamlines the process of collecting client project requirements. It replaces traditional forms with a user-friendly interface where clients can input details, attach documents, and select fields, making it easy to understand and address client needs effectively.

Client Onboarding Process

Funel's client onboarding process is designed to be quick and straightforward, ensuring a seamless experience for new clients. From collecting requirements to creating proposals, welcoming clients, invoicing, and providing real-time updates, it simplifies the journey for both companies and clients, enhancing efficiency and satisfaction.

Customer Support And Training

Funel prioritizes customer satisfaction by offering 24/7 customer support and comprehensive training resources. Whether you need assistance with onboarding, troubleshooting, or utilizing advanced features, Funel's dedicated support team is ready to help, ensuring a smooth and successful experience for users.

Funel CRM Pricing

Funel offers three pricing options based on the size of your organization, with all plans providing the same features.

• Start-up at £299/month
• Business at £499/month
• Enterprise at £999/month

Disclaimer: The pricing is subject to change.

Funel CRM Integrations

Funel CRM integrates with the following third-party applications:

• Salesforce Engage Software
• Pipedrive CRM Software
• Zendesk
• HubSpot CRM Software
• Freshworks CRM
• Zoho CRM Software
• Apollo