Key features:
Contact Management
A powerful contact management system is the heart of any CRM. It should provide a centralized hub for storing and organizing customer information, from contact details to interaction history. Look for features that allow for effortless segmentation, tagging and searching, empowering you to tailor your communication across multiple channels.
Visual Sales Pipeline
An intuitive, visual representation of the sales process helps teams track deals from lead to close. It should feature customizable stages, intuitive drag-and-drop functionality and clear status indicators. The visual approach makes it easy to spot bottlenecks, prioritize high-value opportunities and streamline the sales cycle for maximum efficiency.
Automated Sales Sequences
The feature streamlines follow-ups and nurturing campaigns. Sales teams can design automated sequences of touchpoints across channels (like email, SMS, social media) that activate based on customer actions or specific timeframes. It ensures a seamless and consistent engagement experience that keeps customers connected.
Appointment scheduling
An integrated scheduling tool simplifies the process of setting up meetings with prospects and clients. It should integrate with team calendars, provide customizable availability options and empower clients to self-schedule appointments. It not only cuts down on back-and-forth communication but also boosts efficiency.
Sales Forecasting & Planning
Advanced analytics help predict future sales trends, identify potential risks and guide strategic decision-making. The feature should provide dynamic, customizable reports and real-time dashboards, along with tools to monitor sales goals.
Task Management
A comprehensive task management system helps sales teams stay organized and focused. It should offer robust features like task assignment, due date tracking and timely reminders, along with the ability to associate tasks with specific deals or contacts.
Pricing: Explore Veemo’s tailored plans: Growth – 3 inboxes for $29, Team – 10 inboxes for $59 and Enterprise – unlimited inboxes for $129. Find your ideal fit on Veemo’s pricing page.