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.
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.
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.
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.
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.
Ready to get started on your CRM? Schedule a consultation so we can explore the opportunities that await.
Cold prospecting and first outreach call for special treatment, organize, track, and maintain your new relationships as they brew, all in one place.
Ensure you know where every deal sits with all the strings attached, in a purpose-built, tailored funnel designed to close more sales.
Keep the loop closed between your marketing and sales teams, with customizable follow-up schedules, advanced organization, and more.
Get the reports you need and track the metrics most important to your business, with advanced reporting and intuitive dashboards.
The CRM Toolbelt equips you with powerful tools and integrations to create the perfect customer relationship management experience.
Any time a company or contact is created, the system scan for duplicates.
Anytime a duplicate appears in your system, the information is automatically merged and overwritten by the most recent while storing previous data in an update.
Automatically create item names from forms with First Name and Last Name columns, or use column merge across your system.
Customize your item naming conventions, record IDs, sort, and update text columns automatically.
Get the most from your CRM with our available add-ons. Enhance your outreach and streamline the closing process.
PhoneBurner power dialer will enable your team to track outreach status, deliver voicemails, and send emails automatically, all while still dialing.
Streamline your organization by automatically generating a dropbox folder for every new client or project.
Speed up your time-to-close with automatic proposal generation.
Ensure the money keeps flowing with automatic invoice generation.
We'll work with you to implement CarbonCRM and tailor it to your business. Let’s get started with your new CRM solution today.
Book an exploration call
Schedule a demo with an account rep below
Book an exploration call
Schedule a demo with an account rep below