CRMX vs D2D CRM

Convert leads into sales with automation and A.I built in. Bring your contacts, notes, pipeline, sales calendar, and conversations together for closing more sales than ever. Say goodbye to lost leads, lost sales, and disorganization. CRMX is perfect for any small business looking for an all-in-one CRM built for automated marketing, sales, and ops. CRMX syncs to all your devices so you can communicate with prospects and close deals on the go. Quickly enter leads, execute follow-up efforts, and manage your sales and ops calendars that sync up your personal calendar. --- “CRMX reminds my prospects of their appointment and confirms each appointment for me automatically.” – Earl Kapule, Gratitude Mindset “We manage over 100 solar installs monthly with over 75 team members and CRMX handles it all for us” – Nik Borrelli, SimpleFlow ---- CAPTURE & CONTACT LEADS • Manually enter leads fast. • Automatically sync leads from online advertising. • Import contact lists. • Automatically trigger SMS and email when new leads arrive. SALES PIPELINE • Manage your sales pipeline and focus on the hottest leads. • Add notes and update opportunities on the go. CONVERSATIONS • Manage SMS/text messages from your business phone number. • Manage email conversations. • Make calls from CRMX app using your business phone number. • See over 5 different channels of communication in one fluid communication stream. SALES CALENDAR • Set up unlimited calendars to allow automatic self-booking. • Manage sales appointments from one easy location. • Book new appointments from within the app. • Connect CRMX calendars and personal calendars. ACCESS ANYWHERE • Sync your contacts, conversations, and sales appointments automatically across any computer, phone, or tablet. • Start following up on one device and continue on another without missing a beat. CRMX FOR SALES PROFESSIONALS • Keep track of leads and stay organized. • Send your digital business card to anyone instantly. Keep everyone up to date with unified sales appointment reporting. Setup sales appointment round robins to make the booking and closing a deal simple. • Setup different permissions based on roles and responsibilities. • Allow team members to only see their assigned contacts and sales appointments. CRMX FOR SMALL BUSINESS • Manage all aspects of your business from CRMX, including lead generation, sales conversion, operations and fulfillment, customer service, scheduling, selling online and physical products and more!

Your All-in-One Solution. Assign closers to sets, track appointments and calendars with a few clicks. Seamlessly merge proposal creation with Aurora and Solo, maximizing collaboration for your team. Assign and track where reps have knocked, and the disposition of homes. Customize workflows from lead to sale and sale to install. No need for two software tools. Integrate with current CRM, Proposal Software, so sales only logs into ONE portal.