An easy-to-use, cloud-based CRM

CRMLY is 100% adjustable to boost your sales and business processes

Our Features

Everything You’ll Need

A comprehensive view of its clients.

 

CRMLY gives you a 360 degree view of your customers and a review of all sales activities in one place.
For each client, you can track all the important information that you or your colleagues have recorded.
With all the basic information at hand, your staff can establish excellent business relationships with customers.

Support for the sale.

 

CRMLY helps you manage the sales process from the first contact with the customer to the final purchase and after sales support. At any time, you have a complete overview of all sales opportunities.

Your sales process can be partially automated: some process steps can be expected to be executed and executed automatically (creating follow-up activities).

Organize the sales team using the calendar.

 

CRMLY Calendar allows you to control various activities for you and your colleagues. It offers much more than standard calendars: you can monitor different types of activities, which you can simply associate with your clients: meetings, calls, tasks, services, etc.

View the schedules of several employees at the same time, allowing you to effectively supervise your sales team and facilitate the search for common free periods.

Try CRMLY free for 30 days

Support marketing operations.

 

CRMLY includes a built-in module to manage different types of marketing campaigns. Potential contacts can be filtered according to the desired standards. For selected contacts, you can create marketing campaigns (events, seminars, email, direct marketing, etc.).

Monitoring support, complaints, and services claims.

 

CRMLY allows you to monitor customer complaints from the first contact (received or e-mailed) to the end of customer support.

There are also possibilities for capturing incoming email messages and automatically sorting them according to priorities, implementers, and support areas.

Interactive panel with key performance indicators.

 

CRMLY Dashboard can display many reports in one place. Provide an instant view of key performance indicators in your company.

The dashboard can be customized and edited to show only data that’s important to you.

Integration with ERP systems

CRMLY is compatible with several ERP information systems, such as Pantheon, SOAP, MS Navision, SAP, Largo, Basque, electronic invoicing, etc.The standard integration includes bidirectional synchronization between companies and contacts, the reference of offers and orders in one direction and the transfer of financial data from the ERP system to CRMLY.The integration with ERP is closely integrated into the sales process, which is identified in CRMLY.

Integration with bulk email and marketing automation software.

CRMLY supports several marketing programs for mass communication with your contacts and marketing automation.

Communication with mass email programs (MailChimp, Campaign Monitor) is bidirectional, so you can also follow the results of the statistics campaign in CRMLY.

CRMLY is also compatible with several marketing automation systems for more detailed monitoring of potential customers and marketing automation (Net Results, Sales Manago, Intercom, Slack, etc.).

Integration with IP telephony.

 

The CRMLY system is compatible with different IP systems: Avaya, Megatel, Centreks, Alstar, Asterisk, Cisco.

The link works for incoming and outgoing calls. When you receive a call, CRMLY automatically recognizes the contact, opens the customer’s card and provides the space to enter its content.

Incoming calls can be made simply by clicking on a phone number in CRMLY. This involves a call in the center and at the same time opens the form where you can write the content of the call.

CRMLY API

CRMLY supports the interfaces of the application programming interface (API) for integration with other software solutions. With the help of the APIs, CRMLY can connect to any other application.

The CRMLY API is correctly configured according to different operations.

  • Flexible API interface
  • Connectability with several programs.
  • Simple use (documentation)

TESTIMONIALS

Testimonials

“We chose CRMLY because we felt that their solution could handle our leads coming in seamlessly without overwhelming us. Today, we truly feel organized and on top of each lead that comes through. As a result, we have watched our revenue reports grow and it is simply because sales are not slipping through any cracks.”

Lori Scales

Corinthian Designs

“CRMLY offers a powerful suite of tools that every marketing team must have. And if you get stuck, their support team will help out. I’m using CRMLY to manage the entire Big Wheel files.”

Dorothy Avila

Big Wheel

“Now that we have CRMLY in addition to sales and marketing we’re just operating at a higher level. With CRMLY there are no more fires, lost tickets, and our sales and service teams are better prepared before they get on the phones with customers.”

Teresa Jones

Multicerv

“I would definitely recommend CRMLY. From our very first interaction through to onboarding and now via our Customer Success Manager, it’s always a great experience. ”

Jennifer Jackson

Edwards

“CRMLY has allowed us to do the work of 20 marketers, with a team of four. The CRMLY community is extremely supportive and CRMLY’s team members are knowledgeable and super helpful. Not to mention, CRMLY has aided us in delivering sizable results: our inbound leads grew 5x within a year!”

Patricia J Berge

Golf Augusta

“I love the product and having so many great marketing and sales tools in one place. Beyond the software, I love being part of the wider CRMLY community. “

Joyce Fletcher

Avant Garde Interior Designs

We're Here To Help!

Office

Tyson’s Corner, VA 22102

Hours

M-F: 8am - 6pm
S-S: Closed

Call Us

+12407461380