Funnel CRM Review

Funnel CRM is an intuitive and easy-to-use CRM software created to help freelancers and small businesses generate and manage their leads, grow their clientele, and advance their business. It’s a simple yet capable CRM solution that has all the essential features and none of the useless applications that have bloated and complex lead management systems and CRM systems. Even the less expert users will find Funnel CRM easy to use and will be able to fully maximize it after a short training course. It is made with a simple form builder that allows you to create custom contact forms from scratch. The whole process is quick and once you’re done creating your forms, all you have to do is copy the code and embed it on your websites. Or you can create your own forms using your own codes if you are HTML savvy. Funnel CRM takes all your customer information directly from your forms. It is not necessary to manually enter the contact’s phone number, email address, date of birth and other important details in the system. This program does all the work and organizes all the information into individual profiles that you can easily access, allowing you to focus on growing your business.

FUNNEL CRM – TUTORIAL

Let’s look at the main features of this CRM software:

FUNNEL CRM – FEATURES

• Contact forms: all websites need a contact form, and Funnel CRM lets you build one, and integrate it with your website in a couple of easy steps
• Contact management: the software will automatically take basic information of your contacts and create a profile based on what they enter in your forms. You can update this information whenever you want.
• Integration with Gmail: when you receive a reply to a message you sent from Funnel CRM in your Gmail inbox, you can reply directly to that message from Gmail, and your reply will be sent to your customer, but it will also appear within your Funnel CRM deal
• Proposals: leave a professional impression by sending nicely formatted proposals to your potential clients. It allows you to put together rich messages in the form of an estimate or a quote for your product or service. Additionally these messages can include your logo or photo if you add it to your account
• Task management: gives you an easy-to-access location to monitor and manage tasks and activities.