A CRM built for the go-getters and those of us trying to make it all happen.
Credema throws out the traditional CRM playbook and brings a new perspective on sales enablement. We understand that sales teams need tools to manage the entire customer relationship from the first touch. Credema offers you one place to manage the entire customer lifecycle – making you more efficient, productive, and able to focus on what you do best, selling.
All the tools you need to track and manage your deals
Here are a few of the powerful sales tools you get with Credema
- Robust contact record: Your contact record stores everything from demographic information to website visits, email clicks, call transcripts, invoices, and more. Everything you need and want to know about your client is all in one place, right at your fingertips.
- Opportunity management: Design custom opportunity paths, use the drag-and-drop Kanban to easily move leads through each phase of your sales funnel, pull in-depth reporting, and activate unlimited automation.
- IMAP integration: Keep your CRM in sync with your inbox automatically. All emails you send or receive outside the system will be available in the contact record.
- Workflows: Automate different parts of the sales funnel with workflow automation.
- Quoting & invoicing: Create, customize, and send quotes and invoices right from GreenRope.
- Unlimited data fields & custom objects: Customize the data you collect and store in your CRM – use that data for sales, marketing, and customer support.
- Free contact research: Automatically update your contact records with new data from around the web using our contact research functionality.
- Click-to-call: Call leads and clients from your CRM and get full transcripts of your conversations automatically stored in the contact record.
- Digital document signing: Create, customize, send, and sign legally binding documents right from the contact record.
- Automation: Send your leads down customized journeys or onboard new clients with personalized outreach using our drag-and-drop customer journeys, drip campaigns, workflows, and more.
Credema is the intelligent CRM you need
We all know that sales teams require more than just a Rolodex. Credema gives you the tools you need to connect with your customers and engage them on a personal level. With smart automation, unlimited data fields, email marketing, and more under one roof, you can easily keep track of your sales and focus your strategy.
CRM view of a particular contact record
Contact list view
