Contact Pro CRM
Stop! Forgetting conversations, Neglecting Leads and Losing Sales!
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What is Contact Pro CRM
Contact Management
Stop looking for names and numbers that were quickly scribbled on a post-it note. Easily enter and find contact information, such as names, addresses and telephone numbers on your phone, tablet, or computer.
Sales Goals & Tracking
Managing a sales team is difficult and takes a lot of work to manage. Setting sales goals and creating accountability is a key to small business success. When combined with the lead source tracking, communication accountability and visual sales funnel tools, sales personnel can be accurately assessed based on real time effort and conversion rates. These tools efficiently free your time to work on growing your business.
Visual Task Management
While we understand your memory is probably fantastic, some of us forget the occasional meeting. Get automatic reminders for important meetings, follow-up calls, and more.
Track Lead Sources
Wondering if your marketing efforts are paying off? Track how you obtained new customers in order to find out the lifetime value of customers from each refferal source.
Bulk Emailing
We understand the difficulties of sending out emails through some major email programs. We also know creating segmented customer lists can be a pain. We have simplified this process in order to make sending emails to your lists as painless as possible
Visual Sales Funnel
Now that you are tracking where leads come from, let’s also track where in the sales process they are. This is a great tool for helping you figure out where leads are dropping out, and what your business can do to help take them to the next step.
Video Conferencing
Stay in touch with important business contacts with video conferencing. Sometimes a face to face contact is the best way to develop new customer relationships, deal with customer service issues or just maintain customer relationships.
One Click Conference Call
Tired of trying to get all participants on a conference call or trying to login to conference calls with long access pins? Enjoy the simplicity and convienence of one click conference calls.
In-app Emailing
Save time by emailing prospects and clients directly from your ContactPro account. This saves you time switching between programs and gives you the opportunity to use our great email interface.
Mobile & Communication
SMS & Email Reminders
For business owners on the go SMS text messages or emails may be the best way to get reminders. Get meeting locations, building addresses, and contact numbers on the fly.