CRMery is designed with simple, powerful roles to allow maximum efficiency with the least headaches. Three roles have been defined and created for administrators to decide what users can see or do.
Sales Team Management
CRMery improves efficiency by eliminating redundancy and confusion. Organize all of your company's contacts efficiently and share them with the appropriate teams. No more scrambling to find a phone number or track down a contact.
CRMery focuses on usability. This means we've cut the clutter out to provide a lean, efficient CRM without unnecessary complexities. The insights we provide will help increase your business flow.
Contacts & Leads
The heart and soul of a CRM is the contact and lead management. CRMery helps you effectively track, manage and organize your leads.
CRMery lets you create lead and contact forms, including custom fields, through an easy-to-use Form Wizard and then publish those forms anywhere on the web.
In the world today more and more sales are happening "on the go". CRMery is there to help. With CRMery you have instant access to your sales information from any mobile device.
CRMery uses a simple interface to generate custom reports dynamically in a matter of seconds. Plus, we've added six common reports that can be run with a single click.
CRMery integrates the popular AcyMailing newsletter extension to allow you to quickly subscribe your leads & contacts to lists, see what newsletters they've opened and track the links clicked.
We work hard to provide a robust CRM platform that should work out of the box for 90% of all companies. However, CRMery allows everyone to make the system work the way they do. Blend CRMery directly into your Joomla! website.
We realized that your email inbox has become the center of your online life and more than likely your CRM as well. CRMery allows you to integrate those emails into your system and associate them with the appropriate contact, or deal with very little effort.
Tracking goals has never been easier. CRMery employs team-based goal creations to help motivate and rally your team. Achieve greater results by encouraging friendly competition
With CRMery you can track all of your deals and their progress. No more wondering what stage a particular deal is in. By knowing exactly what stage a deal is you can close more of them.