Getyn CRM

Additional features

Contact Management

Centralize all your customer information in one place, allowing for quick access, easy updates, and a comprehensive view of interaction logs and historical data.

Lead Management

Efficiently capture leads from diverse sources, systematically organize them, track their conversion progress, and analyze sales performance metrics to optimize your pipeline.

Sales Automation

Automate repetitive sales tasks such as sending follow-up emails, lead scoring, and scheduling activities, significantly boosting your sales team's efficiency and productivity.

Marketing Integration

Connect with various marketing tools to streamline campaign management and analysis, enabling precise customer segmentation for highly targeted and personalized marketing initiatives.

Customer Support and Service

Log and meticulously track all customer inquiries and issues, providing a collaborative platform for your support teams to resolve problems efficiently and effectively.

Analytics and Reporting

Utilize powerful analytics to generate detailed reports on customer behavior, sales performance, and marketing ROI, providing invaluable insights for informed decision-making and strategic refinement.

Workflow Automation

Design and automate custom business processes to streamline operations, ensuring consistency, reducing manual errors, and improving overall efficiency.

Mobile Accessibility

Access your CRM data and tools seamlessly from any mobile device, enhancing connectivity and productivity for your team members who are often on the go.

Integration Capabilities

Connect with essential business tools like email, calendars, and ERP systems, facilitating smooth data flow and information sharing across all organizational functions.

Processes, Pipeline, and Activities

Tailor and deploy a personalized sales pipeline process within the CRM, leveraging features like goal setting, activity tracking, and actionable insights to optimize sales strategies.

Security and Data Privacy

Implement robust security protocols to protect customer data integrity and adhere strictly to data privacy regulations such as GDPR and CCPA, building trust and ensuring compliance.

Project Management (New for 2025)

Effectively oversee projects from initiation to completion, allowing you to allocate tasks, establish clear deadlines, monitor progress, and facilitate teamwork directly within the CRM platform.

Subscriptions (New for 2025)

Administer subscription-based services and products, monitoring renewals, tracking customer subscriptions, and automating billing processes for recurring revenue streams.

Knowledge Base (New for 2025)

Establish a centralized repository of valuable information, including articles, FAQs, and guides, easily accessible to both customers and employees for convenient self-service and quick answers.

Billing Management (New for 2025)

Simplify and enhance the efficiency of your billing processes, enabling you to easily generate and send invoices to customers, monitor payment statuses, and oversee billing history.

Expense Management (New for 2025)

Closely monitor business expenses by effortlessly recording and categorizing them, improving financial management and facilitating the creation of detailed expense reports.

Web Forms

Create and embed web forms to capture leads and customer information directly into your CRM.

Estimates

Generate professional estimates for your clients directly from within the platform.

Proposals

Create and manage business proposals to send to prospective clients.

Multi-Page Layout

Offers flexible layout options for different CRM sections or data views.

Path Finder

Provides a visual guide or tool to navigate through sales processes or customer journeys.

Live Chat

Offers real-time chat functionality for immediate support and sales inquiries.

KPI (Key Performance Indicators)

Track and visualize key performance indicators relevant to sales, marketing, and customer service.

Marketplace Integrations

Seamlessly integrate with over 200+ popular third-party applications to extend functionality and connect your existing tech stack.

All-In-One G-Suite Plan

Access to all Getyn applications under a single license, including 5 free users per app, with centralized administrative control for simplified management.

Flexible Contracts

No long-term contracts, allowing you to cancel your subscription anytime.

30-Day Money Back Guarantee

Provides assurance and risk-free trial for new users.

24x5 Support

Offers round-the-clock customer support on weekdays (likely Monday-Friday).

Help Center

Access to a comprehensive online library of articles and guides for self-help.

Getyn Training

Dedicated training resources to help users maximize the platform's potential.

Community

A platform for users to connect, share insights, and get peer support.

Product Tours

Guided tours to help users understand various features and workflows.