CRM People

CRM People is a customer relationship management (CRM) solution designed to automate and optimize sales processes. It caters to businesses of all sizes, from small startups to large enterprises. According to the vendor, CRM People is utilized by sales teams, marketing teams, business development teams, and customer service teams across various industries such as retail, e-commerce, manufacturing, software, and professional services.

Key Features

Automated Sales Process: According to the vendor, CRM People automates sales processes by streamlining workflows and eliminating repetitive tasks. Users can create customized sales funnels and automate actions based on specific triggers and conditions.

Lead Management: CRM People provides a comprehensive lead management system. The vendor claims that users can capture leads from different sources, such as website forms and chatbots, and store them in a centralized database. Leads can be categorized, assigned to sales representatives, and tracked throughout the sales pipeline.

Activity Tracking: According to the vendor, CRM People enables real-time tracking and management of sales activities. Users can create tasks, schedule meetings, make phone calls, send emails, and log notes within the system. Activities can be assigned to specific team members, ensuring timely follow-ups.

Customizable Fields and Workflows: CRM People offers customizable fields and workflows to adapt to specific business requirements. Users can create custom fields to capture relevant information about leads, contacts, and deals. Workflows can be designed to automate processes and ensure consistent actions at each stage of the sales cycle.

Email Integration: According to the vendor, CRM People integrates seamlessly with email platforms. This allows users to send and receive emails directly from the system. Users can track email opens, clicks, and responses, facilitating targeted and personalized follow-ups. Email templates can be created for efficient communication with leads and customers.

Reporting and Analytics: CRM People provides robust reporting and analytics features to track sales performance and measure key metrics. Users can generate customizable reports and dashboards, gaining valuable insights into sales activities, revenue, and conversion rates. Visual representations of data aid in identifying trends and making data-driven decisions.

Integrations: According to the vendor, CRM People offers integrations with various third-party applications and tools, enhancing its functionality. Users can connect their CRM with marketing automation platforms, email marketing tools, telephony systems, and more. These integrations enable seamless data exchange, improving overall sales and marketing efficiency.