Overview
Payroll CRM empowers payroll and HR businesses with centralized tools that boost client engagement, accelerate sales cycles, and streamline operations. It enhances team collaboration, reduces repetitive tasks, and supports data-driven decision-making. While some integrations require initial manual setup, its compliance readiness and scalability make it a practical choice.
Be the first one to leave a review!
No review found
Starting Price
Custom
Payroll CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Payroll CRM?
Payroll CRM by Marketing All Day is a cloud-based customer relationship management platform tailored for payroll, HR, and HCM solution providers. Designed for business organizations, this CRM enables sales, marketing, and support teams to manage client relationships in a unified and scalable environment. The software offers features such as contact and company management, deal pipeline tracking, omnichannel communication, and automated workflows. It streamlines lead tracking, sales automation, and cross-team collaboration. This helps users close deals faster, improve engagement visibility, and eliminate manual data silos across departments. Its mobile accessibility ensures real-time updates anytime, anywhere.
Payroll CRM Pricing
Payroll CRM offers customized pricing according to the size of the business and the required features.
Payroll CRM Integrations
Payroll CRM supports integration with multiple systems and platforms, such as:
- HubSpot
- Zoho
Who Is Payroll CRM For?
Payroll CRM is ideal for a wide range of industries and sectors, including:
- Healthcare
- Manufacturing
- Restaurants
Is Payroll CRM Right For You?
Seeking a CRM explicitly designed for payroll and HR companies that integrates sales, marketing, and support into one platform? Payroll CRM streamlines the chaos of disparate data and manual tasks by automating workflows, contact timelines, and deal pipelines, all designed to simplify client acquisition and retention.
The platform ensures compliance with the General Data Protection Regulation (GDPR), enabling users to meet privacy and data management standards across various regions. It provides a secure, scalable infrastructure suitable for both expanding teams and established companies.
Still not sure if Payroll CRM is right for you? Contact our customer support team at (661) 384‑7070, who will help you make the best decision.
Payroll CRM Features
Payroll CRM features centralized contact and company records in a secure, cloud-hosted environment. It automatically enriches profiles with firmographic details, including industry, company size, and job roles. Teams gain quick access to detailed prospect information, enabling more informed conversations and stronger relationship-building across the sales journey.
Users can customize deal stages to mirror their payroll or HCM sales cycle, with intuitive drag-and-drop functionality. Each pipeline stage can trigger automated tasks, reminders, or alerts. This structured visibility supports accurate forecasting, shortens sales cycles, and helps teams stay proactive in deal progression.
This tool unifies email, live chat, chatbot interactions, and shared inboxes into a single timeline under each contact. Sales, marketing, and support teams can view and respond to each other within a single system, eliminating communication silos. It enhances collaboration and ensures timely, consistent client engagement across multiple touchpoints.
Payroll CRM features prospect interactions, including calls, emails, form fills, and website visits, which are automatically logged to individual contact records. This complete engagement history equips teams with actionable insights into buyer behavior. As a result, sales reps can personalize outreach and follow-up based on real-time activity trends.
Automated workflows help eliminate repetitive sales tasks like email outreach, follow-up reminders, and status changes. These sequences can be customized to align with the user’s pipeline structure. By reducing manual workload, the feature frees up time for higher-value selling activities and improves process consistency.
Top Recommended Software
