Overview
theCRM enhances collaboration across sales, marketing, product and service teams with fast implementation and UK‑based dedicated support. While the platform’s custom integration complexity may require professional services, it saves weeks of time in quoting, reporting and integrations, leading to sustained business growth.
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Starting Price
Custom
TheCRM Specifications
Contact Management
Lead Management
Opportunity Management
Deal Pipeline Management
What Is theCRM?
theCRM software optimizes all customer journeys and internal operations by unifying contact, company, and product data into one system. It automates quoting, email tracking, surveys, reporting dashboards, and workflows. The platform supports GDPR compliance and secure user access controls. It also enables scalable operations through unlimited contacts and companies, with robust APIs and real‑time integration, allowing users to achieve long-term business growth.
theCRM Pricing
theCRM pricing varies according to the following plans:
- Basic Plan: £35/user/month
Disclaimer: The pricing is subject to change.
theCRM Integrations
TheCRM integrates with the following:
- Xero
- Microsoft Office 365
- Twilio SendGrid
- Sage
- Epicor
- Syspro
- Oracle
Who Is theCRM For?
theCRM is suitable for the following sectors:
- Customer service
- Sales
- Marketing
Is theCRM Right For You?
theCRM software is suitable for businesses aiming to scale efficiently while integrating marketing, sales, service and finance processes. It offers transparent per‑user pricing with full functionality included, avoiding costly upgrades. The platform also enables rapid deployment to deliver early return on investment.
Still in doubt if theCRM is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
TheCRM Features
theCRM imports leads and integrate web forms to automatically start the sales process. It ensures new prospects enter the CRM without manual entry and the captured leads are immediately available within segmented lists and workflows.
The software segment prospects and customer contacts into targeted lists for actions like outbound calls, group emails, or event organisation. This capability enables precise audience targeting and efficient campaign management.
The platform sends personalized email campaigns using a personal email address to build trust and improve conversion rates. Its messages can be tailored for specific purposes such as product launches, conferences, or webinars.
The system automatically combines contacts, communications, SMS, email inboxes, calendars, and product relationships into a unified view. It enables teams to collaborate with full visibility of interactions.
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