Overview
GeoCRM provides powerful geographic-based customer relationship management (CRM) capabilities, enabling businesses to visualize customer data on a map and optimize sales territories. While the initial setup can be complex, the tool’s extensive features for location-based marketing and sales analytics justify its selection.
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Starting Price
Custom
GeoCRM Specifications
Contact Management
Lead Management
Deal Pipeline Management
Customer Communication Tracking
What Is GeoCRM?
GeoCRM is a specialized CRM platform designed to give businesses a new perspective on their customer data by integrating it with geographic information. By visualizing customer locations, sales territories, and market density on an interactive map, teams can make smarter decisions about resource allocation and sales strategies. The software's capabilities include building dynamic sales routes for field teams and analyzing regional market trends, helping to make territory management efficient with detailed visual data insights.
GeoCRM Pricing
GeoCRM provides three pricing plans:
- SingleUser - Free
- Team – $19/user/month
- Team Pro – $49/user/month
Disclaimer: The pricing is subject to change.
GeoCRM Integrations
GeoCRM software integrates with the following tools and platforms:
- Microsoft Dynamics SL
- Xero Accounting Solution
- Palladium Business Solutions
- Oracle Marketing Cloud
- Sage 100
- Syspro ERP Software
- Microsoft SharePoint
Who Is GeoCRM For?
GeoCRM software is ideal for the following industries and sectors:
- Real estate
- Field services
- Logistics and distribution
- Retail
- Franchise management
- Healthcare
Is GeoCRM Right For You?
GeoCRM features powerful tools for any business that relies on geographic data to drive its sales and marketing. Its standout location intelligence capabilities provide a unique advantage, moving beyond traditional customer relationship management to help teams make smarter, more profitable decisions. GeoCRM is the perfect software for teams that want to leverage location to gain a competitive edge and optimize their market presence.
Still in doubt about the GeoCRM software? Contact us at (661) 384-7070 for further guidance.
GeoCRM Features
The tool makes territory management seamless. It provides color-coded pins to quickly assist in identifying leads and sales opportunities on an interactive map. This helps businesses increase sales volume by optimizing how they allocate resources across different regions.
With this feature, users can access real-time sales data to make more informed, data-driven decisions. The tool provides a clear overview of customer purchasing patterns and sales performance, enabling teams to identify trends and capitalize on new opportunities.
GeoCRM puts users in control of all customer interactions by providing a dedicated space to record notes and track follow-up tasks. It ensures a detailed record of every conversation and client request, allowing for better organization and a more personalized client experience.
This feature provides a simple solution for capturing new leads in various settings, such as at conventions, industry conferences, or client meetings. The form efficiently records prospect information directly into the CRM, ensuring no potential customer is overlooked.
GeoCRM software provides a comprehensive way to keep a detailed record of all invoices and their associated documents. It allows for the quick identification of problematic invoices and analysis of invoice lead days, providing greater financial oversight.
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