Overview
Sunny CRM is engineered to help businesses unify sales, marketing, and service with its all-in-one platform to drive growth and efficiency. While the customization options can be improved, its integrated suite and AI-powered tools provide a comprehensive 360-degree customer view, which makes it a compelling choice for simplifying customer experience.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
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100%
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Negative
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Starting Price
Custom
Sunny CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Sunny CRM?
Sunny CRM is an all-in-one CRM platform, which is designed to simplify sales, marketing, and service operations with its effective tools for a wide range of tasks and requirements. The software helps growing businesses streamline their processes and eliminate data silos. Sunny CRM features support teams to manage the entire customer lifecycle effectively, from lead capture to long-term loyalty, which helps businesses drive revenue growth and minimize repetitive tasks in daily operations.
Sunny CRM Pricing
The Sunny CRM cost breakdown includes the following options:
- Sunrise: $12/user/month
- Sunbeam: $6/user/month
- Sunshine: Custom pricing
Disclaimer: The pricing is subject to change.
Sunny CRM Integrations
Who Is Sunny CRM For?
Sunny CRM software is designed for a variety of industries and businesses, including:
- Financial services
- Real estate
- Hospitality
- Insurance
- Consulting
Is Sunny CRM Right For You?
Sunny CRM is a reliable option for small to medium-sized businesses that are exploring affordable, all-in-one platforms to professionalize their marketing, sales, and service operations. The platform combines a unified customer view with workflow automation to help teams drive growth. Sunny CRM software is ideal for scaling companies that are looking to improve efficiency and customer relationships.
Still unsure about Sunny CRM? Contact our support team at (661) 384-7070 for further guidance.
Sunny CRM Features
Sunny CRM provides a central dashboard where users can view sales results, marketing activities, and support performance in real time. Each team can adjust the layout to highlight relevant metrics using filters for region, date range, or department. The analytics section presents organized reports that assist with planning, review meetings, and resource distribution.
The system creates a complete customer profile that includes contact information, communication records, transaction history, and noted preferences. Each update from calls, messages, or emails is reflected in real time across the profile. This allows staff to understand the full background of a customer before responding or following up.
Leads can enter the system through online forms, emails, or third-party tools, with source and status automatically recorded. The lead scoring function helps users decide which entries need attention based on engagement, location, or other filters. Email sequences and task alerts can be scheduled in advance to assist with follow-ups.
All active sales opportunities are displayed in a visual pipeline divided by sales stage, with the option to move them manually between steps. Each entry includes expected deal value, key dates, recent updates, and estimated closing likelihood. Managers and staff can use this view to monitor sales activity and review progress together.
Users can maintain a digital product list that includes pricing, specifications, and photos directly within the CRM. Sales staff can view and select items during conversations or when preparing documents, without needing to switch to another tool. The system also supports grouped items, custom pricing, and catalog edits when needed.
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