Big companies need complicated CRM systems by nature. You don’t, so why waste time with complicated workflows, and bulky feature sets.
Funnel CRM is here to help you by automatically capturing your customer information, and creating a dedicated workspace outside your email inbox for you to work on your leads and deals.
All websites need a contact form, and Funnel CRM lets you build one, and integrate it with your website in a couple of easy steps.
Using our form builder you can structure your form without any required technical knowledge. Once you’re done, all you need to do in order to start receiving inquiries is to paste a couple of lines of code where you want the form to appear within your page.
Alternatively, if you know your way around HTML, you can code up a form of your own and make it POST to a specific URL. This way you keep control over the markup and styling, while still sending deals into your Funnel CRM.
On the other hand, if you're not too keen on forms at all, Funnel CRM provides you with a special email address that you and your customers can send a message to, which will be converted into a deal.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Not all email is the same. You don’t want your work-related messages mixed in with your mom’s vacation photos. Funnel CRM creates so-called “deals” for you, which are inquiries for your products or services, or potential deals.
No longer do you need to search through your inbox in order to find important messages, they will be right here in Funnel CRM properly labeled with the stage of the sales process they are in.
Interested in these features? Sign up for our mailing list to be the first to hear when they go live.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
One of the best features of Funnel CRM is the way it makes it so easy to grow and maintain your customer database. Traditionally you would need to manually enter your customers’ information, each and every one of them. This is not a problem when that’s your job, but as a small business owner or a freelancer you know you have more important things to do.
Funnel CRM will automatically take your contacts’ basic information and create a profile for them based on what they enter into your forms. You can update this information whenever you like.
Interested in these features? Sign up for our mailing list to be the first to hear when they go live.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Leave a professional impression by sending nicely formatted proposals to your potential clients.
Funnel CRM allows you to put together rich messages in the form of an estimate or a quote for your product or service. Additionally these messages can include your logo or photo if you add it to your account.
Funnel CRM has significantly increased their rate of closed deals based on this feature alone!
Interested in these features? Sign up for our mailing list to be the first to hear when they go live.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Sick of updating your calendar every time a new task comes in? Let Funnel CRM manage your to-do lists for you.
Our brand new tasks and activities functionality ensures you never miss an important task, take actions that matter, see and know what’s coming, have auto-suggested activities and create custom tasks to meet your specific needs.
This will help you organize, assign, and prioritize tasks from a centralized place. While timely reminders will eliminate the need to remember all the tasks and make you super productive.
You can also use the feature to set goals and milestones, track deliverables, and manage deadlines.
In brief, Funnel CRM gives you an easy-to-access location to monitor and manage tasks and activities.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Funnel CRM is tightly tied to your Gmail or Google Apps account. You use it to sign up, and log in into the app, and also to receive notifications and replies from your customers.
When you receive a reply to a message you sent from Funnel CRM in your Gmail inbox, you can reply directly to that message from Gmail, and your reply will be sent to your customer, but it will also appear within your Funnel CRM deal.
This is especially useful when you're on the go and don't want to mess around with logging in to another service only to send a quick reply, and would rather do it from your phone.
Funnel CRM can't access your email inbox.
Funnel is not in any way affiliated with Google™. Funnel uses Google's service to retrieve your account information and to log you in securely. No one at Funnel can access your inbox or any other part of your Google account.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Success is sweet, but even sweeter when shared. That’s why we have enabled you to set up multiple users in CRM and get your teammates in on the action too.
Invite them to join you in your Funnel CRM account and make team collaboration simple. Assign your team members specific roles and access rights to get more work done faster.
Control what level of access you want to grant to each person. We have 7 levels of user permissions to help you control what each user can see and do in your Funnel CRM account.
Meaning, everyone knows what they are supposed to work on day-to-day without getting their wires crossed.
Funnel CRM is billed by the number of active users in the company Funnel CRM account.
Adding a user may increase the cost of your Funnel CRM subscription if the action increases the number of active seats in the account
Want to learn more? Click here
Sometimes you need to remember something, or simply need a place to jot down important information regarding a potential project or a customer.
In Funnel you can post notes to both deals, and your customer profiles.
Interested in these features? Sign up for our mailing list to be the first to hear when they go live.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
Sign up is secure using your Google account, and only takes 10 seconds.
Sign up now for a free trial of 14 days, no commitments, no credit card required.
