Funnel CRM Review
- What is Funnel CRM
- Product Quality Score
- Main Features
- List of Benefits
- Awards Section
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Funnel CRM?
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
Funnel CRM features
Main features of Funnel CRM are:
- Contact form
- Lead tracking
- Sales process management
- Deal management
- Contact management
- Email templates
- Professionally-designed proposals
- Automated total calculation
- Desired currency
- WYSIWYG editor
- Notes
- Labeled deals according to sales process stage
- Contact history
- Gmail integration
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.
Optimizing emails
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.
Awards Section
- Great User Experience Award
- Rising Star of 2018 Award
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Funnel CRM Integrations
The following Funnel CRM integrations are currently offered by the vendor:
- Gmail
- Gravatar
Video
Customer Support
Pricing Plans
Funnel CRM pricing is available in the following plans:
