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.
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.
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.
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 page 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 require your confirmation first.
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.
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.
Contact scoring makes it easy to quantify the interest levels of your prospects and quickly determine who to contact for a more hands-on sales approach. Use our website tracker for powerful insights and even more robust contact scoring.