Effectively manage your sales process and communication channels in one place
A better way to be in control of your deals and facilitate communication with your customers
CRM system for marketing and sales
Accept orders, stay in control of your sales process, collect data to build your own customer list, and launch marketing campaigns — all of this and more on a single platform. Store all of the customer information you need to empower your marketing and sales teams in your CRM database. Make use of your database to reach customers through email and messengers.
Streamline sales
Create a well-defined pipeline specialized for your business. With the knowledge and understanding of where your sales are in the pipeline, you can plan out the optimal scenario to make your sales process seamless: answer key questions about your product, prove your relevance to your prospects, and overcome sales objections. Set up automated emails to optimize your sales workflow and prevent customers from leaking out.
How to work with deals →
Distribute deals and check their progress
Get complete visibility of open deals, allocate them among your sales reps, and then monitor their progress in each stage. Help your team stay in sync with new deals by setting up alerts. Once a new deal has been created, your sales reps get a real-time notification and can immediately react and never miss out on a potential sale.
How to manage permissions →Store all your customer information in one place
No matter where your customer comes from, stay organized and keep track of all your customers’ details. Just create new contacts, specify everything you know about people you interact with, and add helpful notes to their records for future conversations.
Connect with your customers conveniently from your database
Quickly and easily contact your customers right from the opened deal or contact record in your CRM database. Based on where your contact originated from, you can get in touch with them through email or chat on Facebook Messenger, Telegram, or WhatsApp.
Extend your CRM system with other SendPulse products
Cut out time-intensive, repetitive tasks — let your CRM automatically create deals, assign them to customers based on the stages of your sales cycle, and assign customers to members of your team based on pre-set conditions
Launch automated emails when specified conditions are met
Automatically create new deals after interacting with your customers and set up trigger emails based on a customer's stage in your pipeline and other specific actions.
How does it work?
When a deal with the status “Order received” is added to your CRM system, the customer gets an automated email saying “Thanks for your order! Your order is on its way and it should be with you soon.”
Create deals from actions in messenger bot flows
Automatically create new deals after specific actions from customers. Change the deal stage when a user makes a payment through your bot.
How does it work?
A user interacts through your massage studio’s chatbot and clicks on the “Book Thai Massage” button. A team rep sees a new deal in your CRM system and contacts that person to schedule an appointment.
Do it all with SendPulse
Align marketing and sales capabilities to take your business to the next level
Empower your teams with relevant tools to create landing pages, build customer databases, and interact with customers across multiple communication channels
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