Why CRMeryThe Benefits of a CRM

LEAD MANAGEMENT.Track your leads in one place.

Manage your leads quickly and efficiently with minimal page loads.

Increase and improve overall team member use.

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

AJAX Updating

Filter Results InstantlySelect filters and page results will be automatically updated to reflect the current filter

CONTACT MANAGEMENT.Notes, Emails, Events and more.

Track all aspects of your contacts. Build, establish, and grow relationships.

notes, emails, conversations, appointments, and more.

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

Contact Overview

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

Track Tasks

DEAL MANAGEMENT.Maximize sales potential.

Organize deals associated with both your leads and company contacts.

View active and future deals.

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

List Deals

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

Assign Probability

REPORTS & GRAPHS.Visualize your information.

Dynamic charts provide strong visual examples of company data.

Determine profitability in a matter of seconds.

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

Sales Dashboard

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

Detailed Reports

CUSTOMIZABLE.Your business, your data.

Your business is unique and you should capture what matters to you.

Track the stats that you want to track.

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

Custom Fields

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

Custom Reports

SHARED CALENDARS.Meetings and tasks made easy.

Use personal and public calendars to track and share events or tasks.

Easily view shared events and upcoming meetings.

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

Tasks and Events

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

Recurring Events

USER ACCESS.Define employee roles.

Assign users to their specific company role. Keep your data private.

Team members, managers and executives.

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

Unlimited Users

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

Managers

IMPORT DATA.Bring your current information.

Migrate your existing data from other CRM’s with one-click importing.

You have suffered long enough. Change is easy.

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

Sample Files

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

3 Steps

DOCUMENTATION.Find the answers you need fast.

Knowing where to look for answers is best when you know the answer is waiting.

Detailed documentation is available.

ORGANIZATION.Run your business smoothly.

Investing in CRMery is an investment in the long-term success of your business.

Organize and improve your contact management.

CRMery

www.crmery.com