Our Features FAQ
Configurator
The Configurator allows you to customize your CRM setup to match your specific business workflows and terminology.
Yes. The Configurator lets you add, remove, or modify fields, modules, and layouts with ease.
Absolutely. It features a drag-and-drop interface, making customization simple for all users.
Yes. You can design different views and dashboards for sales, marketing, or support teams.
No. Customizations are maintained without disrupting any active integrations.
Contacts
The Contacts module stores detailed profiles, including communication history, social links, and preferences.
Yes. You can organize contacts using tags, filters, and custom fields for targeted communication.
Absolutely. You can import contact lists from spreadsheets or popular CRM platforms.
Yes. Every call, email, or meeting is logged under each contact's timeline.
Yes. Contacts can be distributed by ownership, team, or region for better accountability.
Leads
You can capture leads from forms, emails, or social channels and track them through the pipeline.
Yes. Assign scores based on engagement, source, or activity to prioritize high-value leads.
Yes. Qualified leads can be seamlessly moved into the sales pipeline with full data transfer.
Absolutely. CRM Apps supports workflows and reminders to ensure timely engagement.
Yes. You can track leads from various sources and view detailed analytics by source.
Email Management
CRM Apps allows sending, receiving, tracking, and automating emails within the platform.
Yes. You can sync your email accounts for centralized communication and tracking.
Absolutely. You can create reusable templates for campaigns, follow-ups, and notifications.
Yes. CRM Apps provides detailed engagement analytics for every email sent.
Yes. You can send personalized bulk emails to segmented contact lists.
Appointments
Yes. You can schedule client meetings, sales calls, and reminders directly in the CRM.
Yes. CRM Apps sends automatic email or SMS reminders to reduce no-shows.
Yes. CRM Apps supports customer self-booking based on your team's availability.
Absolutely. You can sync appointments with Google Calendar or Outlook.
Yes. Team calendars help you view and assign appointments by role or department.
Sales Pipeline
It offers a drag-and-drop Kanban view of deals, stages, values, and activities.
Yes. You can rename, add, or remove stages to align with your sales workflow.
Yes. You get real-time deal value forecasts based on stage probabilities.
Absolutely. Assign deals to team members and view progress by rep or region.
Yes. You can schedule tasks, calls, and emails directly from the deal view.
Dashboards
Dashboards show KPIs like leads, deals, conversions, revenue, and activity metrics.
Yes. Each team member can have their own dashboard with relevant data.
Absolutely. Data refreshes instantly based on system activity and inputs.
Yes. Dashboards can be shared, exported, or embedded into presentations.
Yes. Easily rearrange graphs, charts, and tables using the drag-and-drop interface.
Analytics
It offers insights on sales, marketing, customer behavior, and performance trends.
Yes. Choose fields, filters, and date ranges to generate tailored reports.
Absolutely. View trends with charts, graphs, and tables.
Yes. Set up recurring reports to be emailed daily, weekly, or monthly.
Yes. Measure lead-to-deal or quote-to-sale conversion performance easily.
API Integrations
Yes. Developers can use our open REST API to build custom integrations.
It integrates with ERP, accounting, e-commerce, marketing tools, and more.
Yes. Webhooks allow for real-time data sync between platforms.
Absolutely. Full API documentation is available to guide custom integration.
Yes. CRM Apps works with Zapier to connect to 3,000+ popular apps.
