Funnel CRM Pricing, Reviews and Features (June 2023)

Funnel CRM Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.

Funnel CRM Technical details

Support

24/7 (Live rep) Online

Customer Type

Individuals Freelancers Medium Business Small Business

API

Location / Phone Number

Portland, Oregon

Deployment

SaaS/Web/Cloud

Official Website

https://www.funnelcrm.co/

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