Convert Interest To Action With Minimal Effort
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.
Reduce Administrative Data Entry
With our CRM and Marketing Suites part of the same system, you and your team have a huge savings 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 sync'd, 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, inclusive of reminders, snooze options, and a daily to do list. We also support click-to-call such that clicking a phone number on our mobile app will dial the number and when you hang up a completed task is awaiting your details. Tasks types are fully customizable, and reportable for sales managers to understand process.
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, sales person activity, marketing effectiveness, and more. As part of our support, if a report isn't there that you need, just ask us.