Remember CRM offers a simple and effective system for managing customer relationships and sales pipelines. While the extensive features can include an onboarding period for beginners, the platform has a clean interface and automates the quote-to-order process, which makes it a powerful choice for simplifying workflows.
Remember CRM Specifications
Contact Management
Lead Management
Opportunity Management
Deal Pipeline Management
What Is Remember CRM?
Remember CRM is designed to centralize customer information and automate sales workflows for small to medium-sized businesses. The software helps sales teams reduce time spent on administrative tasks so they can focus on selling. Key remember CRM features include deal monitoring, prospect optimization, and integrated e-signing to accelerate approvals which supports simplified workflow created with its native integration with the Fortnox accounting system. The platform connects sales activities directly with financial data, which helps teams stay informed.
Remember CRM Pricing
Businesses can choose from the following Remember CRM price plans:
- Starter Package – $0.00
- Standard Package – $10.43/month
Disclaimer: The pricing is subject to change.
Remember CRM Integrations
Who Is Remember CRM For?
Remember CRM software is ideal for various industries, including:
- IT
- Professional services
- Retail
- E-commerce
Is Remember CRM Right For You?
Remember CRM is an excellent fit for businesses that are deeply integrated with the Fortnox accounting system and need to bridge the gap between sales and finance. The platform’s standout feature is its ability to create a effortless quote-to-order workflow, which automates data transfer and eliminates manual entry errors.
Still doubtful if Remember CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Remember CRM Features
This feature allows for the secure storage of all customer contact details. It enables the easy recording of names, addresses, phone numbers, and email addresses. Having this centralized information readily available ensures the team always has the right details at its fingertips.
This functionality helps manage potential customers from their very first contact through their entire buying journey. It allows for diligent tracking and nurturing new prospects and developing business opportunities. Keeping these clearly organized ensures no promising lead is ever overlooked.
The entire sales process is visualized with an intuitive and dynamic pipeline interface. This clear visual representation makes it easier to follow up on all potential deals with precision. The status of each opportunity can be quickly assessed, helping to prioritize sales efforts efficiently.
Detailed reports are generated to monitor team progress against set sales objectives and individual goals. Key performance indicators can be tracked to assess efficiency and pinpoint areas where improvements can be made. This allows for precise measurement of sales activities and overall team achievement.
Incoming customer cases and support requests are efficiently tracked and prioritized within a centralized system. This ensures that every customer issue is logged and addressed systematically and promptly. Effective ticket management often leads to quicker resolution times and improved customer satisfaction.