CRM · CRM software connected to your whole business
See who you sell to, and how each deal is going.
Track leads, deals and activities, with a pipeline dashboard and customers shared with Finance.
How CRM works
Track a new lead
Open a deal when it qualifies
Log calls, emails and meetings
See the pipeline
What changes
From how it usually goes, to how it could go.
Without it
Deals live in someone’s head or a spreadsheet.
With it
A dashboard shows deals by stage, weighted pipeline and a six-month trend.
Without it
The same customer is typed into sales and into invoicing.
With it
Accounts are shared with invoicing.
Without it
Notes from each call are scattered.
With it
Activities are logged against your records.
What it does
What you get with CRM
Sales teams, account managers and owners.
Pipeline dashboard
Headline numbers, deals by stage, weighted pipeline and a six-month trend.
Leads and deals
Track leads, then open a deal from a qualified lead.
Activities
Log calls, emails, meetings and tasks against your records.
Import and export
CSV import and export on every list.
Connected
CRM doesn’t work alone.
Your apps share the same people, customers, products and ledger, so work carries across without retyping.
What it doesn’t do yet
We’d rather you know now. These aren’t part of this app today.
- Custom fields, several pipelines and lead scoring
- Sending email from inside CRM
- Starting a project automatically when a deal is won
Straight answers
Questions about CRM
Who is CRM for?
Sales teams, account managers and owners.
What does CRM connect to?
Meridian Media Hub: Social conversations become leads. Finance: Accounts are shared with invoicing. Forms: Send forms to your contacts. Automation: Won and lost deals and new contacts can start rules.
What doesn’t CRM do yet?
These aren’t part of it today: Custom fields, several pipelines and lead scoring. Sending email from inside CRM. Starting a project automatically when a deal is won.
Do I have to use every app to use CRM?
No. Use only the apps you need and add more later. Each person sees only the apps you give them.
Used for
Businesses that could use CRM
Try CRM with your own business.
Create your organization and turn on only the apps you need, or tell us about your business first.