ClientsFIRST CRM
- Leaking Leads because you’re not keeping track of every single one
- Leaking Profits because deals get stalled along your pipeline – and you don’t notice for WEEKS
- Leaking Referrals and even more potential business because once your customers buy, you never talk to them again.
That’s why ClientsFIRST CRM is here – to provide you with the framework to plug those leaks.
And put you in the position to GROW by…
- Managing every conversation in one place
- Automating reminders and tasks so no lead is left behind.
- Give you a defined pipeline and an actual funnel so you can see how much of your growth is just sitting there waiting for the next steps.
So… How Many Leads Did You Get?
- Last Week?
- Last Month?
- Where did they come from?
- Where are they NOW?
And how many never even heard back from you or your team?
These just a few of the fundamental questions you should be able answer… so you can make good decisions about your marketing, your budget and your sales process.
Where are the DEALS?
We both know Leads are just the start of the road between interest and adoption. The road to your business and personal success.
And part of managing that road, planning and improving that journey to a better business is being able to see what’s happening at a glance.
That’s what this Dashboard / Command Center for your company does.
Managing Your Contacts
- Using Tags to sort EVERYTHING
- Seeing Last Activity to check on Follow Ups
- Creating Custom Lists
- Creating views you want your sales team to use
You AND your sales team can see the number of leads coming in, who they are and the last time they were touched.
See every conversation...
in real-time.
How fast ARE leads being responded to.
All in One, Customizable CRM for ANY Sized Business
- Your Business at a Glance
- See your opportunity funnel – with dollar amounts
- Track numbers of opportunities outstanding
- See EVERYONE’s tasks
- Lead Source Report – Where they came from, and what the VALUE of those lead sources are
- Performance and cost of Facebook and Google Ads… and more..
- Customer and Lead Management
- Capture every lead in one place – that’s not your email account
- Create customizable lists of contacts by activity, status, labels/tags
- See every email and SMS conversation for each contact
- Track appointments AND opportunities
- Schedule appointments and more
- Advanced Email Marketing
- Create templates
- Automate follow-up emails into the future
- Trigger links
- Email analytics and tracking
- Performance and cost of Facebook and Google Ads… and more..
- Business & Sales Management Tools
- Conversations – easily see emails and texts for everyone on the team in one place
- Opportunity stage automations – get notified when opportunities aren’t moving through the pipeline
- See calendars and appointments
- See and sort tasks by date and by user
- Pro Tips
SMS Website Chat:
Allow visitors to chat from their mobile devices, and you to respond, even after they’ve left your website.
Unlimited Integrations
ClientsFIRST CRM can integrate with anything from ClickUp to Clio, Smith.ai Answering services, legal intake chatbots, and Google business listings.
It even integrated with Meta and Instagram chat features.
1 Person Show
For the Company of One-
Unlimited Contacts
-
Unlimited Automations
-
Conversations Mode Enabled
Growth Mode
Small Team - Big Possibilities - 3-10 Users-
Marketing Email Builder
-
Forms, Surveys and Chat
-
Landing Page Designer
No Limits
Everything, All the Time - Up to 15 Users-
Unlimited Integrations
-
Advanced Pipeline Automations
-
Reputation/Review Managemen