Small Business CRM, Download Version

The GoSmallBiz CRM is a mobile-friendly, web-based software to help small businesses manage contacts and customer communication. Three tools in one suite of software – contact management, email marketing from MailChimp, and customer issue tracking – combine to give you a better way to manage your sales pipeline and communicate with customers.

Your purchase includes three months of service.

Product Features:

Lead and Contact Management: A steady flow of quality leads is critical to the growth of your business. GoSmallBiz CRM supports your business and increases sales opportunities by storing detailed records and data for your clients and prospects.

• Store all customer & prospect data
• Import from Excel
• Maintain notes on contacts
• Track lead sources
• Maintain activity history

Email Marketing: The GoSmallBiz CRM email marketing tools are fully integrated with MailChimp, so you can easily personalize and automate your email marketing campaigns.

• Easy-to-use template and email creation tool
• Up to 2,000 contacts and 12,000 total emails per month included free
• Track individual user engagement with your emails, when they are opened or clicked, and what links people are clicking

Calendar/Scheduling: GoSmallBiz CRM helps you manage and track your calendar and events as they relate to your sales pipeline, and you can easily share events with your team.

• Schedule meetings, appointments and customer events
• Set up recurring events and appointments with automated reminders
• Distribute meeting and event invitations with just a click

Analyze Data and Monitor Costs: Manage sales processes and use data to control costs and provide insights into customer purchase patterns.

• Import batches of transaction records from Excel or other software
• Add product descriptions and SKUs
• Get customized reporting of daily transactions, customer purchase histories, sales by product, sales by account executive, etc.

Customer Issue Tracking: Track, prioritize and resolve customer issues more efficiently.