In the Press
Assets and information that’ll help you write better about Funnel CRM.
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Assets and information that’ll help you write better about Funnel CRM.
Need to get in touch with us directly?
Funnel is an intelligent CRM for Smart Teams. It enables website owners to easily process work-related inquiries and keep track of their business contacts through contact forms.
The sales CRM can be a very useful tool for freelancers, small businesses — or anyone else for that matter, who's accepting any kind of work-related inquiries from their website.
Funnel CRM makes it easier for users to handle leads by filtering them out of your Gmail inbox and providing an enhanced environment for working with them.
Users connect Funnel through their Gmail or Google Apps account. No worries, as Funnel only requests access to the user's personal information, and doesn't access your inbox.
They then create a contact form using the super-simple form builder, and install the form on their website by simply copying and pasting a couple of lines of code into their website.
Each time someone submits that contact form, a “deal” is created in their sales funnel. Users can then use Funnel to communicate with their potential customers, or can send and receive messages from their Gmail inboxes, it doesn’t matter as Funnel keeps everything in sync.
In addition to standard email messages users can create and send proposals to their customers, and add notes to deals, or their customer profiles.
Funnel also captures information from the people that submit the forms, and maintains a light weight version of a traditional CRM.
CRM applications are usually lead-oriented and revolve around statistics, sales funnels, and generally designed to be used by salespeople.
Funnel CRM is deal-oriented meaning that the focus is on the deal (inquiry), not the lead.
This approach works much better for the users that don’t even know what a CRM is, and just want a better way to handle work-related inquiries coming from their websites.