Manage your business with a powerful, easy-to-use, made-for-you CRM. The Marketing 360® CRM is catered to your business needs. Stay organized as your business grows. Manage your contacts, tasks, calendar, team and more with ease. It’s fully customizable and includes setup, training & support. Manage any type of contact with ease. Create & store your fields of information, log and track communications, upload and store files, create tasks, deals, projects and more all from one screen!
The CRM Overview provides quick and easy access to information about your contacts. Graph displays of your contacts sorted by type, source, and status give you stats about your contacts from the last 30 days. A list of scheduled tasks displays in the right column to make sure you stay on top of your day!
Click here to learn more about using the Overview section.
The Leads Inbox is where you can view new leads, manage your leads, and nurture leads as they move through your sales funnel. The Leads Inbox is useful for companies that have a longer selling cycle, or who simply want a designated space to manage their leads before adding them as a Contact within their CRM.
Click here to learn more about the Leads Inbox.
The Contacts page allows you to sort and filter your contacts by their assignment, source, status, or type. Once you've searched, sorted, and filtered your contacts to find just the ones you need, select them and use the Actions dropdown to take action!
You can also use + Add Contacts to add or import new contacts to the CRM.
Need to edit contact types, statuses, or anything else that was set up in the initial setup? Click the ⋮ icon in the top right corner of the page.
Click here to learn more about CRM contacts.
CRM Organizations lets you create groupings of CRM contacts based on their associated Organization. View Organization details such as an address, phone number, and website, and contacts that belong to that Organization, all in one place.
Click here to learn more about CRM organizations.
The History page keeps track of everything from newly created contacts to completed tasks, all in one stream. Filter, search, or sort to find just the items you need.
Click here to learn more about CRM history.
Are you actively managing a sales pipeline? Keep track of the different deals you're working with statuses that make sense for your business, including Won, Lost, Warm, Cool, and more. Use the Deals page to keep track of potential sales with customers and add internal communication to keep track of the status of the deal, etc.
Click here to learn more about CRM deals.
While deals are meant to track prospective work, projects are meant to track actual work assigned within your business or organization. Once a deal is solidified, turn it to a project! Projects are one way to assign work to members of your business or organization. Use this page to keep track of that status of any project.
Click here to learn more about CRM projects.
Use tasks to assign work to a specific user inside your business organization. If you utilize repeated tasks, create a template for easy assigning! These tasks can be linked to a deal or project so no matter what work is being done, it can be associated to a contact, project or a deal.
For example, you can create Deals or Projects to scope out larger objectives, and create tasks for each individual step in the process. This gives you the ability to stay focused on the big picture while staying up to date with the day-to-day!
Click here to learn more about CRM tasks.
Use lists to segment your users by their status, type, date created, and more. Once you've created a list that includes only the contacts needed, utilize email and sms marketing to contact them. The lists page displays your CRM lists. Use this page to create new lists, edit existing lists, or add new users to any list.
Click here to learn more about CRM Lists.
View historical performance data on your CRM with the Reports page. View all-time stats for contacts, projects, and deals to make more informed business decisions in the future.
Click here to learn more about CRM reports.
You can manage and customize the settings of your CRM by navigating to the Settings tab. Use the options on the left-hand sidebar to select which settings to edit.