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Overview
Features
Automate your opportunities
CarbonCRM is a modern and intuitive customer relationship management system built on the world’s strongest sandbox for business, monday.com. Use time-saving automations to streamline your sales process with tools tailored to your outreach goals. Stay up-to-date from anywhere with the mobile app, text notifications, and unlimited team communication.
Prospecting
Sure, CRM’s let you store contacts, but most lack the tools for turning them into leads. Our prospecting system creates the environment to grow new connections into qualified leads. With the integration of PhoneBurner, SMS, and email, we equip you with everything you need to reach contacts and generate warm leads.
Active Deals Pipeline
The truth hurts, especially when you spend your budget on a system that’s supposed to be customizable but lacks all the customizations you need. Our active deal pipeline can be tailored to your exact needs, allowing you to move warm leads through your CRM seamlessly.
In our tailored approach, you can track the progress of every deal, see close probability, use customizable statuses, and even create embeddable forms that feed leads right into your pipeline.
Relationship Management
CRMs can be challenging for sales reps, knowing what to prioritize, when to follow up and who to reach out to. Our relationship management system removes the guesswork from outreach, with customizable follow-up schedules, mobile notifications, and a mobile app to stay updated, ALWAYS. A sales rep should never miss a follow-up again.
Advanced Customizable Metrics
Any decent CRM provides you with a dashboard for reviewing performance, but often they lack the customization to create the reports you need to see. With our advanced analytics, everything is tracked, and together we’ll work to display the metrics that matter most to you. Priorities shift, and you shouldn’t be punished for that; creating new dashboards is simple and intuitive.
Get Started Today!
Ready to get started on your CRM? Schedule a consultation so we can explore the opportunities that await.