BuddyCRM

General information

BuddyCRM is an online CRM solution designed for sales teams.

Know everything about your customers, before you see them:
Keep all notes, appointments, phone calls, tasks and emails as well as important documents relating to your clients and prospects in one place. A quick glance on one screen will get you up to date with a customer instantly.

Management info at a glance:
View the status of your business in real time, on one screen. New leads, hot leads, sales opportunities, why you’re winning, why you’re losing, support calls and team activity.

Target your marketing to prospects:
Our CRM software will connect and display data from other sources like accounting, erp and email marketing packages so you can truly have a single customer view. You can see whether customers have paid, what their last orders were, when you last sent them a marketing email... all available from the contact record of that customer.

Look like a rock star in front of your clients:
Store images and product specifications to build elegant presentations and create and save beautiful quotations without having to leave the system.

Take your buddy with you everywhere and keep tabs on your data, sales and customers while on the go:
Finished your meeting? Then update the opportunity directly in the BuddyCRM iOS app and have it instantly available to the other members of your sales team.