Upgrade Your Game
Smoother, Smarter, Easier CRM
Forward Thinking CRM
Complete More Tasks with Less Effort
Simplify your workflow and harness the power of efficient task tracking
Craft Your Workflow
Systemize your success with our CRM's advanced operational features.
Follow Every Conversation
Map out every communication, ensuring no message or opportunity slips through the cracks.
Features
Notifion CRM is a one-of-a-kind tool.
Upload Any Documents
Upload Images
Set Up Follow Up
Set Up Meetings
Add Private or Shared Notes
Integrate with sms notifications and reminders
Do less accomplish more
What is CRM software?
Customer relationship management (CRM) software aids sales and marketing teams in automating and managing the customer life cycle. CRM software consolidates customer information into a single database, enabling users to better organize and manage interactions, automate routine tasks, and monitor performance and productivity.
Customer Relationships With No Blind Spots
One of the most useful CRM features is a detailed client profile that provides all relevant information from lead source to previous orders. With Notifion CRM, you can attach data, set operation reminders, and add invoices and quotes to customer profiles. Use the whole list of benefits of getting to know your customers.
Tracking the origins of leads
You may track the lead source, and understand how a certain client found your business by monitoring the lead source. Knowing this information allows you to plan tailored marketing efforts or distribute related promotional materials to your leads.
File & Image Uploads
Adding files like invoices and quotes to the client feed makes it much easier to understand and follow-up. Furthermore, client private feed is an excellent place for holding all contracts, ensuring that none are missed.
Open Data
For a variety of purposes, businesses need to export their consumer data. You may, for example, choose to use an email automation program to deliver an email newsletter to your entire contact list. Also useful is the ability to import leads from a CSV or XSL file, particularly if you're transferring contacts from one CRM system to another.
Template repository
Templates are premade content that can be used to jump start tasks such as sending an emails or text messages. Using the template library included in a CRM streamlines and accelerates task completion. Furthermore, the templates can be tailored to meet specific needs.