The Ultimate Entrepreneurs' CRM
All contacts in one place. Easy to manage/action. Never lose a lead, turn customers into advocates! Keep track of important metrics. To watch any video/learn click any BLUE BOX title below, panel will open and reveal a tutorial, you can close each panel anytime simply by clicking it again.
Write/send proposals from within the CRM. Invoice & get paid directly. Track transactions per-contact or Company. Turn Leads into Customers, Customers into Clients.
CONVERT LEADS INTO CUSTOMERS
Manage contacts in a refined, pragmatic way
EVERY INTERACTION IS UNIQUE
As business people we tend to group our stakeholders into one category, like 'Customers'. But each customer sees themselves as an individual, and the best businesses communicate with their stakeholders this way. Treating each contact relationship as a true relationship hugely increases your customer loyalty, brand awareness and lifetime value. With Zero BS CRM this methodology is built-in, so that contacting a customer is straightforward, and profitable 9 times out of 10.
Maintain your contact list Without limits.
Keep track of as many contacts as you can generate
TAG AND SEGMENT
As you build up your contact information, use tags and segments to record what makes this person different.
Know exactly what your contacts want and give it to them just when they need it. Make more money today.
Be smart with your data and make more sales.
Your Contact List is more than just a mailing list. Know what your customers have bought and what to sell them next. Use granular detail alongside tags and segments to get a macro-micro view of your customer-base. Just enough flexibility to store everything you need and promote best-practice contact relationship management, without all the nonsense features.
More than just an Email List
Mailing lists are useful for business, they're the first step to a properly organised contact database. Zero BS CRM gives you the simplicity of managing a mailing list, but with the flexibility & power of a full-blown complex CRM. (But we've taken out the nonsense features to leave just the Golden eggs!)
Custom Fields & Automatic Updates
Each business has it's own features. It's easy to add custom fields to your contacts, and with many ways to keep them updated, once you're set up, a lot of the day-to-day contact data upkeep is done for you!
Unlimited multi-type custom fields
Update via API, Forms, Sync Plugins, CSV Importer, or Manually
Tag your Contacts
Do you know who has spent the most with your business? Want to keep tabs on them and offer them that extra special service?
Tag your contact with a VIP status. Then leverage that data when it comes to future communications.
Tag contacts to 'group' them
Alternatively use Segments
Keep in touch with contacts
Zero BS CRM lets you send emails at the click of a button, automatically logging the communication against the contact record for you.
Send follow ups, and keep the relationship with your contacts fresh. It's proven that regular contact makes people more likely to purchase from you (compared to them forgetting who you are)
Send Emails from the Contact Record
Supports Click-2-call (Skype and PBX)
CRM Welcome Tour
Step through the various CRM areas with our Welcome Tour
Get Team Members Up To Speed
Zero BS CRM is already quite intuitive to use, as we've refined the UI and workflows. To help onboard new CRM users, we've written in a welcome tour which guides users around the CRM.