CRMery is a CRM tool that provides benefits for lead management, contact management, deal management, reports and graphs, customization, shared calendars, user access, importing data, documentation, and organization to help users track leads, contacts, tasks, and sales. It allows tracking leads and contacts with notes, emails, and tasks. Deals can be organized and probability assigned. Visual reports and graphs provide sales insights. Custom fields and reports allow customization. Shared calendars facilitate meetings and tasks. User roles define access and teams. Data import makes transition easy. Documentation provides help. The customizable and visual CRM is designed to smoothly organize and improve contact management.

1. Why CRMery
The Benefits of a CRM

2. LEAD MANAGEMENT.
Track your leads in one place.

3. Manage your leads quickly and
efficiently with minimal page
loads.
Increase and improve overall
team member use.

4. Update leads quickly and efficiently, using AJAX
technology right from the list screen. No page reloads.
AJAX Updating

5. Filter Results Instantly
Select filters and page results will be automatically
updated to reflect the current filter

6. CONTACT MANAGEMENT.
Notes, Emails, Events and more.

7. Track all aspects of your
contacts. Build, establish, and
grow relationships.
notes, emails, conversations,
appointments, and more.

8. View all aspects of a contact from a single overview
screen. Assign ownership, view current deals, see contact
value.
Contact Overview

9. Assign tasks, events and other important items to a
contact. View the history of a relationship.
Track Tasks

10. DEAL MANAGEMENT.
Maximize sales potential.

11. Organize deals associated with
both your leads and company
contacts.
View active and future deals.

12. Similar to leads and contacts, deals can be directly edited
from list view. Live filtering is also available.
List Deals

13. Give each deal a probability percentage to better define
potentially successful deals.
Assign Probability

14. REPORTS & GRAPHS.
Visualize your information.

15. Dynamic charts provide strong
visual examples of company
data.
Determine profitability in a
matter of seconds.

16. View multiple graphs and charts from the sales
dashboard. Filter based on a variety of factors.
Sales Dashboard

17. ROI Reports, and all types of custom reports can be
generated and printed or exported.
Detailed Reports

18. CUSTOMIZABLE.
Your business, your data.

19. Your business is unique and you
should capture what matters to
you.
Track the stats that you want to
track.

20. Create as many custom fields as you need. Select the
type of field you want and specify your options.
Custom Fields

21. Build and store reports by dragging and dropping fields.
Include custom fields and calculations.
Custom Reports

22. SHARED CALENDARS.
Meetings and tasks made easy.

23. Use personal and public
calendars to track and share
events or tasks.
Easily view shared events and
upcoming meetings.

24. Add tasks and events to your calendar, share details with
others. Associate with leads, contacts or deals.
Tasks and Events

25. Define events to repeat on your specific pattern. Select
public or private status to share your events with others.
Recurring Events

26. USER ACCESS.
Define employee roles.

27. Assign users to their specific
company role. Keep your data
private.
Team members, managers and
executives.

28. There are no restrictions on the number of users you can
add. No per-seat pricing. Add users and assign their role.
Unlimited Users

29. Managers have teams of users beneath them. Create a
special team name or use the default.
Managers

30. IMPORT DATA.
Bring your current information.

31. Migrate your existing data from
other CRM’s with one-click
importing.
You have suffered long enough.
Change is easy.

32. Use the provided sample files to ensure your data is
structured best for importing.
Sample Files

33. Only three steps to import your data, and the first two don’t
count. Upload your file and import your existing data.
3 Steps

34. DOCUMENTATION.
Find the answers you need fast.

35. Knowing where to look for
answers is best when you know
the answer is waiting.
Detailed documentation is
available.

36. ORGANIZATION.
Run your business smoothly.

37. Investing in CRMery is an
investment in the long-term
success of your business.
Organize and improve your
contact management.

38. CRMery
www.crmery.com