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Streamline Your Business with an All-In-One CRM Solution
A Customer Relationship Management (CRM) system helps businesses organize, track, and manage their interactions with current and potential customers. From lead generation to nurturing client relationships, a CRM enables you to centralize all customer data, making it easier to build meaningful connections and drive business growth.
Integrated directly into the backend of your website, our built-in CRM software offers seamless management of your client data. Designed with ease of use in mind, it provides a user-friendly interface that allows you to effortlessly track leads, manage communications, and monitor customer activity—all without leaving your website.
Customer Relationship Management (CRM)
Every responsive website we create comes with built-in CRM software, empowering you to manage your customer relationships effortlessly. With our CRM, you can streamline communication, track leads, and automate workflows, ensuring you never miss an opportunity to connect with your clients and grow your business.
Why Invest in a CRM?
Transform Your Business with Smarter Customer Management.
Investing in a CRM enhances how you manage customer relationships, track interactions, and optimize sales. A CRM empowers businesses to stay organized, improve communication, and increase overall efficiency. And the best part? It’s included with all our website packages, giving you a powerful tool to grow your business without extra costs.
Improved Customer Relationships
A CRM helps you track interactions, personalize communication, and deliver better customer experiences, fostering stronger relationships and loyalty.
Increased Sales & Revenue
With detailed customer insights and automated lead tracking, a CRM can help you identify opportunities and close more deals, leading to higher revenue.
Streamline Business Operations
By centralizing your data and automating routine tasks, a CRM simplifies daily operations, allowing your team to focus on what matters most—growing your business.
Seamlessly Manage Your Business, Anywhere, Anytime
Our built-in CRM comes packed with powerful features, all designed to streamline your business operations and drive growth. From managing leads to tracking customer interactions, everything is tailored to make your day-to-day tasks easier and more efficient.
Always on the move? No problem. With the mobile app version of our CRM, you can manage your customer relationships from anywhere, ensuring you stay connected and in control, whether you're at your desk or on the go.
CRM Features
Contacts Management
Manage All Your Clients in One Place with Detailed Contact Profiles
The CRM offers a centralized hub for client data, allowing you to effortlessly manage all your client's contact information in one place. It tracks activity logs to keep you informed about previous interactions, ensuring you stay connected. With the integrated communication inbox, you can easily reach out to contacts, add notes, create tasks, or assign labels.
Organize your contacts into segments for personalized communication based on criteria like industry or region. You can further refine your contact management by creating labels that correspond to specific services they may require, making it easy to navigate and engage with your contacts effectively.
Capture Leads with Custom Forms
Convert Prospects into Customers with Ease
Collecting new leads and prospects has never been easier. We design custom forms that seamlessly capture leads from your website and integrate them directly into your CRM. Our forms are tailored to ask the right questions using custom fields, ensuring you gather all the necessary information before your first interaction.
The best part? You’ll receive real-time notifications whenever a new lead completes a form, ensuring that no opportunities slip through the cracks. You can even automate the lead generation process, sending new leads an email confirmation immediately after they submit the form. Plus, if you’re always on the go, download the CRM’s mobile app to receive notifications wherever you are.
Workflows & Pipelines
Maximize Efficiency with Streamlined Processes
With our CRM, you can effortlessly track every stage of your sales cycle through customizable workflows and visual pipelines. This allows you to stay organized and informed about deal progress, ensuring that prospects are neatly categorized so you know who to contact, follow up with, and who has successfully converted into a new client. Tailor multiple workflows and pipelines for various functions, such as project management, recruitment, and customer support.
Automate workflows and pipelines to streamline your operations and boost efficiency. As you move contacts through the pipeline stages, automation can handle tasks such as sending emails, assigning tasks, moving workflow cards, or even sending SMS messages. This helps you save time by reducing manual input for repetitive tasks
Invoices & Quotes
Stay Organized and Never Miss a Payment
Generate professional, branded quotes and invoices directly from your CRM with just a few clicks. Our CRM simplifies the management of items and services, allowing you to select from a dropdown menu rather than creating a new invoice or quote from scratch each time, saving you valuable time. You can also set up recurring invoices or generate orders upon payment for added convenience.
Effortlessly track the status of invoices and payments so you know who has paid and who you're still waiting for. Automate your billing process with CRM features that send email and SMS reminders for overdue payments, ensuring you never miss a payment.
Communication Inbox
Centralize All Client Interactions for Seamless Communication
Manage all your client communications—whether via email, text messages, phone calls, or popular social media platforms like Facebook and Instagram—in one unified communication hub. This centralized approach allows you and your team to interact with leads and clients conveniently from a single location.
Contact information from your CRM syncs automatically with your email inbox, making it easy to communicate with new prospects or existing clients. Use the inbox filter to quickly locate important emails or messages, and assign communications to specific team roles to enhance collaboration.
Automations
Eliminate Repetitive Tasks and Save Time
A CRM truly shines when automations combine workflows, tasks, and communication to eliminate repetitive tasks. Create automations that send follow-up emails, assign tasks to specific team members, or move client workflow cards automatically through the pipeline.
For instance, in lead generation, you can automate the entire process: send clients an email confirmation after form submission, segment the contact using labels, notify your team of a new lead via internal email, and move the new lead into the workflow while assigning a task to a team member for follow-up.
Thanks to CRM automations, you can manage more leads and projects without increasing manual workload.
Task Management
Stay Organized with Collaborative Task Management
With our CRM, task management is seamless and efficient. You can create tasks for any client interaction, ensuring that important follow-ups and deadlines are never missed. Task reminders can be set up, providing timely notifications to keep your team on track and accountable. Our collaborative task management feature allows businesses to assign tasks to specific team members, making it easy to track completion and receive status updates.
With the power of automation, tasks can be automatically created based on workflow activities, pipeline stages, or project milestones. This means less manual work for your team and a more streamlined process to achieve your business objectives.
Empower Your Team with Free CRM Training
All of our websites come with free management training, including in-depth tutorials on how to fully utilize the built-in CRM software. Whether you're a beginner or an experienced user, our training ensures that anyone can easily take advantage of the powerful features the CRM offers.
Our online course will guide you through each feature, walking you step by step through contact management, workflows, automation, and more. We’ll also teach you how to customize the system to fit your business needs, ensuring you get the most out of your CRM.
Explore our website management training.
CRM Management Training
Frequently Asked Questions (FAQ)
What Can We
Help You With?
Do you have questions about managing your business with our CRM? We’re here to assist! Whether you're wondering how to track sales, integrate your current CRM, or automate tasks, our FAQ section provides straightforward answers to the most common inquiries. If you don’t find what you need, feel free to reach out to our team directly.
A CRM (Customer Relationship Management) system is software designed to help businesses manage their interactions and relationships with current and potential customers. It centralizes all customer data—such as contact details, communication history, and sales activity—into one platform.
This makes it easier for businesses to manage customer interactions, track leads, improve customer service, and streamline sales and marketing processes.
By automating repetitive tasks like follow-ups and reminders, CRM software ultimately increases efficiency, improves customer satisfaction, and drives sales growth.
If your organization already uses a CRM for daily tasks, we can integrate it with your website for lead capture, customer support, live chat, and more. Modern CRM systems make integration simple—usually requiring a custom HTML code snippet that we can embed on your site.
During our discovery meeting, let us know which CRM you’re using so we can ensure a smooth and efficient integration that works for your business processes.
The communication inbox is a centralized hub within the CRM that consolidates all your client communications in one place, regardless of the platform. This includes emails, SMS texts, phone calls, live chat from your website, and even messages from social media platforms like Facebook and Instagram.
By organizing all interactions in one unified inbox, you can streamline your communication efforts, avoid missing important messages, and respond to clients promptly.
Additionally, contact information from the CRM is automatically synced, making it easier to access client details, and you can assign specific conversations to team members for further follow-up.
The CRM includes customizable workflows and visual pipelines that allow you to manage and track every stage of your sales cycle. These tools provide an overview of where each prospect or client stands in the sales process—from the initial inquiry to deal closure.
You can customize multiple pipelines for various purposes, such as tracking different sales, projects, or service deliveries. As leads move through each stage, the CRM allows you to update statuses, assign tasks to team members, and log all activities.
With the help of automations, you can trigger actions based on pipeline progress, such as sending emails, assigning tasks, and notifying team members, ensuring that every lead is effectively managed from start to finish.
Yes!
We provide free, comprehensive training on how to effectively use the built-in CRM software included with your website. Our training sessions cover all the key features, such as managing contacts, tracking sales, automating workflows, and using the communication inbox.
We guide you through every step of using the CRM so that even if you’re new to CRM systems, you can confidently manage your business’s customer relationships.
If you’d like more details on our training programs, please visit our website management training page, where you can sign up for the online course.
Yes!
The built-in CRM is fully accessible via its mobile app, which allows you to manage your client relationships on the go. Whether you need to check emails, update tasks, or monitor your sales pipelines, the mobile app provides full functionality while ensuring that you never miss important updates.
You’ll also receive push notifications whenever a new lead is captured, a client messages you, or any important action occurs, so you can respond promptly. This feature is particularly useful for businesses that are always on the move and require real-time access to their CRM data.
Yes!
The CRM supports importing contact lists via CSV files, which means you can easily migrate your existing customer data into the system. If you’ve been using another CRM, spreadsheet, or other database software, simply export your contact list as a CSV file and upload it to the CRM. Once uploaded, all your contact information will be available in the system, ready for management and further segmentation.
The CRM also allows you to export your client lists as CSV files, ensuring you can back up or transfer data as needed.
If you require assistance with the CRM, our support team is readily available to help you resolve any issues.
Whether it’s troubleshooting or answering questions, we’re committed to ensuring that you get the most out of the CRM system.
Additionally, we recommend that all users take advantage of our free online training program, which covers all the key features of the CRM. This will not only help you resolve potential issues on your own but also empower you to fully leverage the CRM’s capabilities to boost your business operations.
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