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Minimum CRM Maximum Sales

A new revolution in CRM, with the sole aim of helping sales teams win. A simplified, minimalistic UI that makes working on CRM easier, even if you're just getting started.The simplified UI enables you to work faster and better, giving you the time to sell more.

Intuitive Sidebar Easy Access Shortcuts Focused Primary menuCustomisable Record Forms
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intuitive new Sidebar quick Shortcuts new primary menu Customise record forms using Canvas
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Sales is collaborative. CRM should be too.

When was the last time you, as a sales team closed a deal without collaboration from any other team? Sales is a collaborative function, with dependencies on multiple stakeholders working on various customer operations across this customer journey, from presales, to legal, to onboarding and so on. While the sales pipeline is streamlined and optimised for efficiencies, these external dependencies could affect deal timelines.

All teams need customer information to move things along, and only your CRM possesses all the right data.

Team Modules A truly democratic approach to CRM

Team Modules are at the very core of CRM for Everyone. They enable you to bring all associated teams on to CRM so you can streamline your business pipeline. For example, a "Purchase process" module can help collate all information in a payment pipeline.All this to ensure you, of the sales team, have superior control across the entire deal cycle.

Pre-built templates for modules

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Requester Profiles Collaboration at its best

Requster profiles enable you to automate cross-team coordination by allowing teams to assign tasks and track progress live. The sales team meets with and pitches to hundreds of customers from various backgrounds. What happens when you need custom collateral to go with your perfect pitch? You'll need to reach out to marketing. Now imagine this process being completely automated and updated on the go!

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Teamspaces A contextual space for every team

Create dedicated 'spaces' unique to each team. Teamspaces allow teams to work with the contextual customer information they need to be able to contribute to the sales team and enable faster timelines on deals. There's also a barrage of permission layers to ensure things are always in control.

Dedicated spaces for every team

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Here's how CRM for Everyone benefits your business

  • Gain Enhanced Pipeline Visibility and Control
  • Accelerate Deal Cycles with Streamlined Tracking
  • Empower Your Team to sell more by saving time on data processing
  • Deliver Superior Customer Experiences
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