TrustRadius Insights
Funnel CRM has proven to be a valuable tool for users looking to streamline their sales and customer relationship management processes. …
Starting at $10 per month
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Basic
$10
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is FunnelCRM?
FunnelCRM Features
- Supported: Email Management
- Supported: Lead Management
- Supported: Sales Pipeline Management
- Supported: For Insurance Industry
FunnelCRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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- Recommendations
Funnel CRM has proven to be a valuable tool for users looking to streamline their sales and customer relationship management processes. The integration of Facebook Messenger with Funnel CRM allows for seamless data exchange across various platforms, making decision-making more efficient. Users have found that by tracking data and staying on top of leads, Funnel CRM helps convert prospects into sales while saving time and effort. Additionally, the software's ability to manage tasks and projects provides users with comprehensive tools for organizing their workflow.
One of the key use cases of Funnel CRM is its effectiveness in managing follow-ups. Users have praised the software for helping them stay on top of their contacts, ensuring that no leads are forgotten or overlooked. By providing a unified platform for managing leads and customer interactions, Funnel CRM eliminates the need for scattered solutions and allows users to have a clear view of their sales funnel. Moreover, the software's support team has been highly regarded for their responsiveness and effectiveness in assisting users.
Another popular use case of Funnel CRM is its ability to generate professional proposals and create interactive contact forms. Users appreciate the customization options available, as well as the great design of the software. This versatility makes Funnel CRM suitable for a range of businesses, including part-time tourism operations. Overall, users have found that Funnel CRM helps increase productivity, ensures collaboration within an organization, and simplifies complex workflows.
Easy to Use: Many users have found Funnel CRM to be simple and easy to use, allowing them to efficiently create business proposals and web contact forms without the need for extensive programming knowledge. The user-friendly interface and intuitive flow of tasks within the software ensure that users never feel lost and can easily add data.
Efficient Lead Management: Users appreciate the insightful nature of Funnel CRM, which helps them effectively manage leads and maintain organization. The high-level visibility of sales pipelines makes it easy for users to track progress and identify actions needed to close sales. This feature has been praised by multiple reviewers as a valuable asset in their customer management system.
Seamless Integration: Funnel CRM offers seamless integration with websites, requiring only a few lines of code to customize the appearance of contact forms. Users appreciate the ability to connect their website contact forms directly to Funnel CRM, consolidating leads in one place for efficient management. Integration with Gmail also enables users to communicate with customers directly from their smartphones, further streamlining their workflow.
Lack of Integrations: Some users have expressed frustration with the limited integrations offered by FunnelCRM. They have specifically mentioned the need for integration with Facebook Messenger to gather data for better business decision-making.
Difficulty Converting Leads: Several users have encountered difficulties in converting leads into deals while using FunnelCRM. They feel that more coding is required on their part to create better forms and achieve successful completion.
Expensive Pricing: There are some users who find FunnelCRM to be a little bit expensive for their needs. They believe that they are not getting enough value for their investment in the software.
Users recommend Funnel CRM for its efficiency and organization in data management and tracking. They also appreciate its affordability and user-friendly interface, making it the best CRM for small and medium-sized enterprises (SMEs) and freelancers. Another common recommendation is the ease of connecting website contact forms with Funnel CRM, allowing users to gather leads in one place and send proposals directly from the CRM. Users believe that every company should have a CRM, and they recommend Funnel CRM for its affordability and ability to create an internal process for routine tasks. Lastly, users highly recommend Funnel CRM over other CRM options like PipeDrive and SalesFlare, as it is easier to use and doesn't have unnecessary features.