Overview
Legrand CRM provides flexible customer management with cloud and on-premise options. While its user interface can feel dated, its high degree of configurability and stability are significant advantages. Moreover, Legrand CRM offers powerful account management and task tracking capabilities to ensure that teams stay synchronized.
Overall Rating
Based on 3 users reviews
4.3
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Legrand CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Legrand CRM?
Legrand CRM is a customer relationship management (CRM) solution designed specifically for small to medium-sized B2B companies. It supports a centralized platform to handle customer interactions, streamline sales processes, and enhance team productivity. Key Legrand CRM features like configurable sales pipelines and comprehensive account management give businesses a 360-degree view of their customer relationships. By bridging the common gap between sales activities and financial data, the software helps businesses operate more efficiently and ensures no potential leads are missed.
Legrand CRM Pricing
The Legrand CRM cost range starts at $20/month, alongside a free 15-day trial.
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Legrand CRM Integrations
Legrand CRM supports integration with multiple platforms, such as:
- QuickBooks
- MYOB
- Xero Accounting Solution
- Mailchimp Software
- Microsoft Outlook
- Gmail
Who Is Legrand CRM For?
Legrand CRM is ideal for small to mid-sized B2B companies from a range of industries, including:
- Consulting and business services
- Marketing and design
- Accounting
- Automotive
- Building materials supply
Is Legrand CRM Right For You?
Legrand CRM is an ideal choice for B2B organizations that require a strong, functional link between their sales and accounting operations. Due to its seamless design to scale with small to medium-sized businesses, the platform is supported by robust security protocols. With flexible deployment options and an emphasis on compliance, it provides a stable, tailored solution for businesses needing a complete customer and financial overview.
Still not sure about Legrand CRM? Contact our support team at (661) 384-7070 for further guidance.
Legrand CRM Features
This feature allows you to visually track sales opportunities as they move through your unique sales process. You can define custom stages, filter deals by account manager or forecast status, and sort them by value, close date, or days open.
With Legrand CRM, users gain a complete, unified view of all customer data in one centralized platform. This module tracks every interaction, including activity notes, tasks, calendar events, opportunities, and financial data synced directly from your accounting system to enhance customer relationships.
This module provides a fast and intuitive quotation tool to increase sales team efficiency, enabling quick responses to sales opportunities. For sales managers, Legrand CRM provides detailed visibility of all active quotes, their margins, and revision history for better oversight and control.
This feature automates lead capture and reduces manual data entry. It pulls data from incoming emails and web form submissions to automatically create new company and contact records, opportunities, and scheduled follow-up tasks.
This feature helps you manage daily activities and organize your workload by priority and type. You can filter each task by its status, such as overdue, current, or upcoming, and directly edit details or mark them as complete from a centralized view, ensuring your team stays on top of its responsibilities.
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