SiloCRM

SiloCRM puts your whole sales operation in your pocket. See every lead, move deals forward, text and call customers, and keep an eye on your numbers, whether you're in the office or on a job site. KNOW YOUR NUMBERS • See total leads, estimates and sold jobs at a glance • Compare results from Facebook and Google side by side • Filter by date range and pipeline MOVE EVERY DEAL FORWARD • Browse your pipeline stage by stage • Search and filter leads in seconds • Move a lead to the next stage with one tap • Add new leads on the spot EVERYTHING ABOUT A LEAD IN ONE PLACE • Contact details, address and map on one screen • One tap to call, text, email or get directions • Lead source, created and updated dates at a glance ONE INBOX FOR EVERY CUSTOMER • All your text conversations in one inbox • Unread and archived views so nothing slips through • Full call history alongside your messages CALL CUSTOMERS FROM THE APP • Place calls to leads and contacts without leaving SiloCRM • Mute and keypad controls during the call STAY ON SCHEDULE • Month, week and agenda views of your calendar • Create appointments in a few taps • Connect Google Calendar and choose which calendars to show • Share booking links so customers can pick a time RUN YOUR TEAM • Invite teammates and manage their roles • Switch between organizations in a tap • Send a contact through one of your automations • Connect Google Calendar and Gmail Calling requires a phone number set up for your organization in SiloCRM.