Grow Your Business Using the Most Flexible CRM

Get Flexibility to Meet Any Business Need

Regardless if you’re a single or multi-channel business focused on B2B, B2C, or both, our CRM software offers flexibility to address any business workflow or requirement.

Use a CRM with Rich Features

Our CRM comes out-of-the-box with rich features for optimizing conversions, growing sales, and improving customer satisfaction.


Enjoy a 360-Degree View of Your Customer

Track which Leads convert into Opportunities and which Opportunities close into Customers. It’s time to understand your customer journey and provide a superior customer experience.

The CRM for Marketing and Sales

For Sales Teams and Managers

Monitor and analyze every step of the customer journey. Manage qualified and unqualified leads, track open and closed opportunities, and analyze customer wins and losses for accurate forecasting into your company’s sales pipeline.

For Marketing Groups

Build targeted marketing campaigns around specific geographies, industries, customer types, and more. Segment customer lists using data from the CRM to ensure you market the right offer to the right customer at the right time.

For Customer Support Departments

Organize all customer information into a single view. Quickly see all support tickets created, orders placed, and customer interactions logged. This enables client-facing teams to always be prepared in front of any customer.

All the Features Required to Boost Sales, Optimize Marketing, and Increase Customer Satisfaction

Customer Relationship Management means knowing your customers inside and out, while being able to anticipate future needs. Whether you’re looking for a sales CRM, a marketing CRM, or something in between, our CRM tools will help put your business on the path to success.

 

Accounts and Contacts Management

Our CRM gives you complete control over the way you manage your customers. With its comprehensive but easy-to-use interface, you can view and manage all of your accounts, customer interactions, and information in one place. Our CRM will also automatically sync and update customer profiles, merge accounts, and associate customer information across multiple channels, meaning you won’t have to deal with duplicate information.

Leads and Opportunities Management

Capturing and nurturing prospects through your sales process, converting them into leads, and closing opportunities are some of the most important activities for productive sales and marketing teams. Leads and opportunities management tools in the CRM help gather detailed information across all stages of the sales funnel so you can forecast pipelines and ensure sales and marketing goals are on track.

360° View of Your Customer

Our CRM lets you capture data from every customer interaction, including products views, email responses, support tickets, and more. In addition, everything is tracked across multiple touchpoints, such as online B2B and B2C stores, social channels, POS systems, and email campaigns, giving you a holistic 360° view of your customers.

Sales and Marketing Performance Dashboards

Our CRM dashboards drive strategic actions by giving you comprehensive insight into business performance and KPIs. Sales CRM and marketing CRM features include configurable dashboards that can track performance in segmented campaigns, email marketing conversions, and opportunity close rates, to name a few.

Reporting and Analytics

Our CRM comes out of the box with more CRM features, including a powerful reporting engine that helps you gain unparalleled insights into your business. Easily generate reports that track everything from website revenues, sales force pipelines, conversion rates, and more.

Recency, Frequency, and Monetary (RFM) Analysis

RFM analysis is the CRM tool of choice for marketing teams. Use it to quantitatively identify who your top customers are based on how recently they purchased, how often they purchase, and how much they spend when they purchase. Afterwards, this customer relationship management information can be used to create segments for targeted marketing campaigns.

Workflows and Productivity Tools for Every Business

Build multiple workflows in order to optimize organizational best practices and manage specific sales processes, marketing activities, and more. In addition, email and Google Hangout integrations let you automatically upload and track emails, contacts, and calendar events, as well as easily communicate with customers and prospects. All this helps you improve productivity and focus on growing your business.

Integration With 3rd-Party Platforms

Our CRM gives full insight into your sales, marketing, and support efforts by integrating with your preferred eCommerce platform, marketing tools, customer service system, and more. The Magento Abandoned Cart extension, for instance, will reduce the number of customers who leave without making a purchase, while the ZenDesk integration will enhance your customer service. Whatever tool your business uses, our CRM platform can connect with it.

Industries

OroCRM is a Customer Relationship Management software made for businesses who sell online. With available connectors into countless eCommerce platforms, Oro offers a flexible eCommerce CRM that is ready to track all website interactions for better marketing and sales focus!

Learn more about eCommerce

For retailers, optimizing the customer experience (CX) is critical. It doesn’t matter whether your business sells through brick-and-mortar, online, or mobile channels. Customers now demand an omni-channel understanding of who they are across online and offline interactions.

Learn more about Retail

Wholesalers and distributors have unique needs when running a business. An intimate knowledge of each customer relationship is required. New and returning customers alike expect a rich and seamless experience when doing business with your company.

Learn more about Wholesalers

Finance service organizations are all about building relationships. That’s why a CRM is not only critical, it’s a necessity. With intense pressure from countless competitors and compliance regulations, it is important to offer customers the best financial advice tailored to each customer need.

Learn more about Financial Services