Why CRMery

1. Why CRMery The Benefits of a CRM

2. Track your leads in one place. Lead Management.

3. Manage your leads quickly and efficiently with minimal page loads. Increase and improve overall team member use.

4. AJAX Updating Update leads quickly and efficiently, using AJAX technology right from the list screen. No page reloads.

5. Filter Results Instantly Select filters and page results will be automatically updated to reflect the current filter

6. Notes, Emails, Events and more. Contact Management.

7. Track all aspects of your contacts. Build, establish, and grow relationships. notes, emails, conversations, appointments, and more.

8. Contact Overview View all aspects of a contact from a single overview screen. Assign ownership, view current deals, see contact value.

9. Track Tasks Assign tasks, events and other important items to a contact. View the history of a relationship.

10. Maximize sales potential. Deal management.

11. Organize deals associated with both your leads and company contacts. View active and future deals.

12. List Deals Similar to leads and contacts, deals can be directly edited from list view. Live filtering is also available.

13. Assign Probability Give each deal a probability percentage to better define potentially successful deals.

14. Visualize your information. Reports & Graphs.

15. Dynamic charts provide strong visual examples of company data. Determine profitability in a matter of seconds.

16. Sales Dashboard View multiple graphs and charts from the sales dashboard. Filter based on a variety of factors.

17. Detailed Reports ROI Reports, and all types of custom reports can be generated and printed or exported.

18. Your business, your data. Customizable.

19. Your business is unique and you should capture what matters to you. Track the stats that you want to track.

20. Custom Fields Create as many custom fields as you need. Select the type of field you want and specify your options.

21. Custom Reports Build and store reports by dragging and dropping fields. Include custom fields and calculations.

22. Meetings and tasks made easy. Shared calendars.

23. Use personal and public calendars to track and share events or tasks. Easily view shared events and upcoming meetings.

24. Tasks and Events Add tasks and events to your calendar, share details with others. Associate with leads, contacts or deals.

25. Recurring Events Define events to repeat on your specific pattern. Select public or private status to share your events with others.

26. Define employee roles. User access.

27. Assign users to their specific company role. Keep your data private. Team members, managers and executives.

28. Unlimited Users There are no restrictions on the number of users you can add. No per-seat pricing. Add users and assign their role.

29. Managers Managers have teams of users beneath them. Create a special team name or use the default.

30. Bring your current information. Import data.

31. Migrate your existing data from other CRM’s with one-click importing. You have suffered long enough. Change is easy.

32. Sample Files Use the provided sample files to ensure your data is structured best for importing.

33. 3 Steps Only three steps to import your data, and the first two don’t count. Upload your file and import your existing data.

34. Find the answers you need fast. Documentation.

35. Knowing where to look for answers is best when you know the answer is waiting. Detailed documentation is available.

36. Run your business smoothly. Organization.

37. Investing in CRMery is an investment in the long-term success of your business. Organize and improve your contact management.

38. CRMery www.crmery.com