SALES CRM
An Easy To Use CRM To
Grow Your Sales Pipeline
An "Out Of The Box" Ready Yet Highly Customizable Sales CRM
What's In It For You? Ask Our Customers...
Steve Waddell
Joshua Wolters
Victor Gane
Make Selling Easier With A Sales CRM That Just Works
Make Selling Easier With A Sales CRM
That Just Works
| A complete sales CRM with robust marketing tools, too | View your entire sales funnel at a glance | ||
| Make a personal impression with video email | Broadcast your message with mass emails | ||
| Nurture marketing leads into sales leads with marketing automation | Target your follow-up with contact segmentation | ||
| Identify your top marketing leads at a glance with contact scoring | Get actionable insights with trackable emails |
Reduce Data Entry
With your marketing data already on hand, our automations present you with a holistic view of your customers.
Stay On Top Of Important Tasks
Whether at your computer or on the go, never forget an important task.
Determine What's Working
Measure sales velocity and other pipeline insights to optimize your growth.
The Visibility You Need To Manage Your Pipeline
Get clarity in an instant by viewing the information that is important for your business' pipeline. Save time catching up on the status of opportunities by displaying the data that matters to you. See how long opportunities have gotten stuck in stages. And review communication history without leaving the page that you are on.
Reduce Administrative Data Entry
Our Communication & CRM capabilities are part of the same system, so you and your team can save an enormous amount of time because your marketing data is already in your CRM! Additional steps we take are to automatically create contact and company records from your inbox sync. We can check if the contact has emailed you before, and if not, create the records for you. With emails synced, engagement activity is automatically part of your contact record (unless you don't want it to be), and that activity is also automatically added to opportunities associated with that contact.
Reduce Administrative Data Entry
Our Communication and CRM capabilities are part of the same system, so you and your team can save an enormous amount of time because your marketing data is already in your CRM! Additional steps we take are to automatically create contact and company records from your inbox sync. We can check if the contact has emailed you before, and if not, create the records for you. With emails synced, engagement activity is automatically part of your contact record (unless you don't want it to be), and that activity is also automatically added to opportunities associated with that contact.
Stay On Top Of Important Tasks, Even On The Go
VipeCloud has complete task management built in, including reminders, snooze options, and a daily to-do list. We also support click-to-call functionality such that clicking a phone number on our mobile app will dial the number, and when you hang up a completed task is awaiting in your details. Tasks types are customizable and reportable for sales managers to understand progress.
Let Your Meetings Book Themselves
VipeCloud's scheduler comes with premium features, allowing you to book calls and meetings with ease. Fully automate your lead generation workflow, right up until the call itself. Streamline support calls by allowing your customers to book appointments rather than sit on hold. Make it the goal of your online campaigns and redirect visitors to a custom page of your choosing. Lastly, choose whether you want appointments to be automatically confirmed, or if they require your confirmation first.
Let Your Meetings Book Themselves
VipeCloud's scheduler comes with premium features, allowing you to book calls and meetings with ease. Fully automate your lead generation workflow, right up until the call itself. Streamline support calls by allowing your customers to book appointments rather than sit on hold. Make it the goal of your online campaigns and redirect visitors to a custom page of your choosing. Lastly, choose whether you want appointments to be automatically confirmed, or if they require your confirmation first.
Configure The Tool, Not The Way You Do Business
VipeCloud is ready to go from the moment you sign up, and it is also highly customizable. Create custom fields of nearly any type. Flag certain fields as required or unique. Also create multiple pipelines, each with their own pipeline stages. Once you've planned what data to capture, you can also easily adjust which columns to display and create filtered views of your data.
Review What’s Working (Or Not) With Reports
Our continually growing list of reports gives you the insights you need to optimize and resource for your growth. Measure sales velocity, salesperson activity, marketing effectiveness, and more. As part of our support, if a report isn't there that you need, just ask us.
Review What’s Working (Or Not) With Reports
Our continually growing list of reports gives you the insights you need to optimize and resource for your growth. Measure sales velocity, salesperson activity, marketing effectiveness, and more. As part of our support, if a report isn't there that you need, just ask us.
Find The Right Prospects Fast With Contact Scoring
Contact scoring makes it easy to quantify the interest levels of your prospects and quickly determine whom to contact for a more hands-on sales approach. Use our website tracker for powerful insights and even more robust contact scoring.
Streamline Your Workflows With CRM Integrations
Save time and make life easier by taking advantage of VipeCloud's CRM integrations. When your apps talk to each other, you gain new insights in your deals and reduce your administrative workload. These integrations include direct integrations, Zapier, API, and Webhooks.
Streamline Your Workflows With CRM Integrations
Save time and make life easier by taking advantage of VipeCloud's CRM integrations. When your apps talk to each other, you gain new insights in your deals and reduce your administrative workload. These integrations include direct integrations, Zapier, API, and Webhooks.
What Is A Sales CRM?
CRMs (Customer Relationship Management Systems) are software tools that enable businesses to manage customer relationships, whether they are prospects or current customers. As a result, CRM systems can be used for a variety of different things. CRMs can be used to:
Accelerate growth by organizing sales pipelines and prospect follow-ups.
Organize contact and account data in a way that is easy to look up and review.
Streamline sales processes by managing prospect and account communication.
For our purposes, we’ll be focusing on what a CRM can do for sales.
A sales CRM helps individuals and sales teams track sales and customer data for existing and future customers. This data can contain contact and company information, your correspondence with them, sales pipelines, related tasks, and more.
Sales CRMs simplify lead nurturing. The administrative tasks and data organization are automated, making the sales process much easier to manage. CRM software can manage all of the customer/prospect touch points throughout the sales process.
Grow your revenue by letting a sales CRM organize your leads and customer history into a single place. Your team will no longer need to dig through spreadsheets, their email inbox and paper notes to find the information they need to close deals.
Contact
Management
Keep all your contact data in a single place and easily find the contacts you need. Track the data that your business needs with custom fields. Gain top-down insights before sales calls by seeing a contact's opportunities, tasks, engagement, and more in a single page.
Pipeline
Management
Track your sales opportunities in visual pipelines. Use contact engagement insights to gauge their interest. View past opportunities to guide your strategy in closing new deals. Enterprise-tier users can create multiple pipelines to track their different revenue streams.
Communication
Management
Escape the inbox by viewing emails in the context that is most useful. View emails by contact or collectively on account and opportunity views. Reply without leaving the page you are on and save time by using proven templates.
Sales
Automation
Spend less time on administrative tasks and more time closing by taking advantage of sales automation. Individual salespeople can easily tee up follow up automation, nurturing drip campaigns, advanced autoresponders, and more.