Funnel CRM is a sales tracking and CRM software. It focuses on making sure you can keep track of all your leads and deals and you won’t miss any crucial stage or detail during your sales process. It captures customer information automatically and provides you with a dedicated workspace to facilitate and manage your leads and deals outside your email inbox.
This tool is suitable for freelancers and small businesses that have websites with contact forms. Since it’s built for SMBs, it is packed with all the essential features without making the system complicated and bulky. Some examples of these include contact forms, customer tracking, deals tracking, optimized communication channels, and proposals. Funnel CRM offers plans to cater to the needs and budget of freelancers, SMBs and large companies' sales personnel.
Product Quality Score
Ease of use
Value for money
Funnel CRM features
Main features of Funnel CRM are:
Sales process management
Automated total calculation
Labeled deals according to sales process stage
Funnel CRM Benefits
Funnel CRM provides you with the tools you need to track your leads and manage your sales processes. These are the main benefits you’ll get from this software:
Creating contact forms with ease
Reading Funnel CRM reviews shows you that it simplifies the creation and integration of contact forms in your website. You only have to copy-paste a code snippet on your site to embed it in a web page; no coding or technical knowledge is necessary. But if you have HTML skills, you can also code your own form for more control over styling and markup.
If you are not into forms, you can opt to have a special email address by Funnel CRM. Customer’s messages are sent here and converted into deals. It also integrates with your Gmail or Google Apps account. It syncs messages and lets you reply right from Gmail where it will be sent in your Funnel thread so you don’t have to open multiple apps at once.
Managing deals, proposals, and contacts
Most Funnel CRM reviews also reveal that the tool separates work-related messages from your inbox in “deals” for inquiries about potential deals, services, and products. It also automates the entry of your customer information based on the forms they submitted so you don’t have to manually enter them. Furthermore, it takes care of professional-looking proposals with rich messages, quote and estimates, and images.
In our Funnel CRM reviews the software has been distinguished with our Great User Experience Award and Rising Star of 2018 Award.
Customer Support Types
Funnel CRM Integrations
The following Funnel CRM integrations are currently offered by the vendor:
Funnel CRM pricing is available in the following plans: