GoCRM

Additional features

Maximize Your Sales

A primary goal of the software.

Fill Your Pipeline (Marketing Service)

Implies an accompanying marketing service to generate leads.

Advanced Sales Tools

Features designed to enhance the sales process.

Marketing Team Fills Your Pipeline (Marketing Service)

Suggests a service focused on lead generation.

Comprehensive Solution

Aims to be an all-encompassing sales and marketing tool.

Work Smarter, Not Harder

Focuses on efficient sales practices.

Stop Cold Calling

Promotes more targeted outreach.

Automatically Reach Out to the Right Leads Right When They’re Hot

Automated and timely lead engagement.

Powerful Set of Sales Tools

Collection of features to aid sales teams.

Supercharge Your Sales Team

Designed to significantly improve sales performance.

Boost Sales

A key outcome of using the system.

Up to 29% Increase in Sales (Statistic)

Potential sales growth.

Boost Sales Team Productivity by 34% (Statistic)

Potential improvement in team efficiency.

Improve Forecast Accuracy by 40% (Statistic)

Potential increase in prediction reliability.

41% Revenue Increase Per Salesperson (Statistic)

Potential revenue growth per individual.

Attract & Track New Leads

Features for acquiring and monitoring potential clients.

Automatically Import Leads from Various Online and Offline Sources

Automated lead acquisition from different channels.

Specialized Toolkit

Set of features for lead management.

Call Tracking

Monitors phone interactions with leads.

Website Tracking

Monitors lead activity on the website.

Zapier Integration

Connects with other applications via Zapier.

CSV Import

Allows importing leads from CSV files.

All the Attribution Data at Your Fingertips

Easy access to lead source information.

Source, Channel, or Campaign Tracking

Identifies where leads originate.

Distribute Leads With Ease

Simple lead assignment options.

Automatically Assign Incoming Leads to Random Sales Staff

Option for automated, random distribution.

Manually Choose Employees (Lead Assignment)

Option for manual lead allocation.

Automatically Receive the Lead in Their Workflow

Seamless lead integration into the assigned team member's system.

Follow Up From Their System-Generated VoIP Phone or Email

Communication tools integrated into the CRM.

Book Appointments Automatically

Streamlined scheduling process.

Full Overview of the Entire Lead Journey

Comprehensive view of a lead's history.

Origin Tracking (Lead Journey)

Shows where the lead came from.

What They Asked About (Lead Journey)

Records the lead's initial inquiry.

Go Into Sales Calls Fully Prepared

Provides context for effective calls.

Highly Efficient Calls

A result of having full lead information.

Automatic Alert for Appointments

Notifications for scheduled meetings.

Calendar Event for Appointments

Automatic scheduling in personal calendars.

Continue the Exact Same Processes You Were Using Before (Calls, Texts, or Email)

Integrates with existing communication methods.

Make & Record Phone Calls & SMS

Built-in communication and logging.

Using a Cloud-Based VoIP System

Internet-based calling functionality.

Supports All Business Calls, Voicemails and Messages

Comprehensive communication management.

All You Need is an Internet Connection (VoIP)

Requirement for using the calling feature.

Use Their Laptop or Mobile Phone to Call

Flexibility in communication devices.

Call Anyone in Any Area Code From a Virtual Phone Number

Broad calling capabilities.

All Calls and SMS Messages are Recorded

Automatic logging of communication.

Anyone Can Pick Up On the Progress of a Lead at Any Time

Shared access to communication history.

Built-In-Calling

Integrated calling feature.

SMS Texting

Integrated text messaging feature.

Sync All Your Mails Into One Inbox

Unified email management.

Manage All Email Activity Without Having to Switch Back and Forth

Centralized email access.

Integrates with All Major Email Providers

Compatibility with popular email services.

Any Email Sent or Received From Your Private Account Will Automatically Appear in GoCRM

Automatic email synchronization.

Manage Tasks & Appointments

Tools for organizing schedules and responsibilities.

Effortlessly Keep Up With Meetings, Calls, Demos, Lunches and Emails

Comprehensive scheduling management.

All Scheduled Appointments Reflected in Real-Time in Your Personal Calendar

Live synchronization with personal calendars.

Full Overview of the Entire Workload

Comprehensive view of team activities.

Manage Tasks and Delegate Work to Team Members From Within the System

Task assignment functionality.

Ensure They’re Kept Up to Speed With Text Message Notifications (Tasks)

Communication of task updates via SMS.

Track Your Team With GPS Check-Ins

Location tracking for field teams.

GPS Check-In Feature

Functionality to record team member locations.

Keep Accurate Track of All Team Members When They Are Out for a Meeting or Running an Errand

Monitoring field team activities.

Employees Simply Need to Confirm Their Location From Within the Mobile App

Easy location check-in for team members.

Their Check-In Will Appear in the Feed

Visibility of location data.

Providing You With Additional Data On When Your Team Last Interacted With a Client

Insights into field team engagement.

Never Miss An Opportunity

Focus on maximizing sales potential.

Take the Guesswork Out of Sales Activities

Provides clarity in the sales process.

Close Deals Faster With the GoCRM Pipeline

Streamlined sales process for quicker conversions.

Overview of the Different Stages of All Leads (Pipeline)

Visual representation of lead progression.

Quickly Identify Those That Need More Attention (Pipeline)

Helps prioritize leads.

Identify Those That Are Ready to Close (Pipeline)

Highlights high-potential leads.

Color Code Every Stage (Pipeline)

Visual organization of the sales process.

Ensure No Lead Goes Unnoticed (Pipeline)

Prevents leads from being overlooked.

Sort Contacts With Over 50 Filters

Advanced contact segmentation.

Sort By Your Own Custom Fields

Flexible contact organization.

Quickly Find What You’re Looking For (Contacts)

Efficient contact searching.

Have Instant Answers to All Questions (Contacts)

Easy access to contact information.

Create & Send Impressive Emails In An Instant

User-friendly email creation.

Easy-to-Use Email Builder

Simple interface for designing emails.

Use Templates

Pre-designed email layouts.

Create Your Own Emails In Just a Few Clicks

Quick and easy email design.

Set It Up As a Standard Template for Your Company

Save email designs for future use.

Maximize Marketing ROI

Focus on effective marketing spend.

Accurate Insights Into Your Audience

Detailed understanding of potential customers.

Crucial in Moving Them From Qualified Leads to Closed Deals

Connecting marketing efforts to sales outcomes.

Full Birds-Eye View of Each Lead’s Journey From First to Last Contact

Comprehensive tracking of lead interactions.

How Each Engagement Went (Lead Journey Tracking)

Records the nature of interactions.

Measure the Performance of Various Tactics

Evaluate the effectiveness of marketing strategies.

Do More of What Works

Optimize marketing efforts based on data.

Explore CODESM (Mention)

Name of a potential related product or feature.

Supercharge Your Sales, Let Us Drive Your Marketing (Marketing+CRM)

Highlights a combined sales and marketing offering.

Explore Marketing+CRM Today

Promotes the integrated solution.

Streamline Your Deal Closures With Our Refined Sales Tools

Efficient sales process.

Let Our Seasoned Marketing Team Keep Your Pipeline Thriving (Marketing+CRM)

Emphasis on ongoing lead generation service.

CRM Platform

Core software offering.

Marketing Automations

Tools for automated marketing tasks.

Attributions (Standalone Mention)

Likely refers to lead source tracking.

Email Marketing (Standalone Mention)

Features for email campaigns.

Lead Generation (Standalone Mention)

Tools for acquiring new leads.

Marketing Services (Standalone Mention)

Professional marketing assistance.

Sales Blog

Resource for sales-related content.

Marketing Blog

Resource for marketing-related content.

Career

Information about job opportunities.

Playbooks

Strategic guides or resources.

Support Portal

Dedicated area for customer support.

Feedback

Channel for user suggestions.

Industries (Section)

Focus on specific sectors.

Home Builder CRM

Tailored CRM for the home building industry.

Mortgage CRM

Tailored CRM for the mortgage industry.

Real Estate Automations

Automation tools for real estate.

HVAC Automations

Automation tools for the HVAC industry.

Solar Automations

Automation tools for the solar industry.

Credit Repair Automations

Automation tools for the credit repair industry.

Pest Control Automations

Automation tools for the pest control industry.

Insurance Automations

Automation tools for the insurance industry.

Follow Us (Social Media Links)

Presence on social media.

Available On (App Store Badges)

Availability on app stores.

Sitemap

Website navigation structure.

Privacy Policy

Information about data handling.

Terms of Service

Legal agreement for using the software.