KarmaCRM Review

KarmaCRM is a cloud-based customer relationship management solution designed for small businesses that helps build relationships, close deals, and manage business operations. The CRM software’s contact management functionality provides basic contact information along with activities and history. Contacts can be located through system-wide searches and updated with bulk operations. Users can control access rights and permissions with customizable user groups.
Activities can be managed through calendars, alerts, and email and SMS reminders. Users can also create and manage multiple calendars for different types of activities or events, as well as customize and rearrange dashboard fields, tabs, labels, and colors based on sales process needs.

KARMACRM – TUTORIAL

KARMACRM – FEATURES

• Increase sales efficiency and close deals in less time
• Automate your sales processes with templates and reminders
• Customize your CRM according to your sales workflows
• Manage sales emails, activities, and contacts with ease
• Identify and prioritize important sales leads
• Search and connect with customers using automated searches and social profile integration
• Collaborate easily with other team members to share information and serve your customers
• Prioritize your day with convenient calendars and task management
• Coordinate with your team on scheduling and events
• Know when, why, and who to call, email, or meet
• Send emails quickly with email templates and mass emails
• Receive email and SMS reminders so you never miss a call, meeting, or important task
• Save time using templates for recurring tasks and record creation
• Customize and rearrange fields, tabs, labels, and colors based on your personal needs
• Add custom fields to record and track any type of data
• Integrate your email or use the Dropbox feature to BCC emails into your CRM
• Automate your sales workflows with templates, webhooks, and bulk operations
• Automatically import leads from your website with Wufoo and Formstack integration
• Add, track, and manage activities with intuitive tools
• Categorize your activities and add color coding to distinguish them
• Create dashboard widgets for activities to stay updated on upcoming tasks.