One solution for all business needs
Handle customer data, conversations, sales pipelines, and daily tasks in a single interface.
Organize contacts and deals
Process customer inquiries from all possible sources, including forms, pop-ups, live chats, social media, emails, chatbots, and online courses, that automatically appear in the CRM system. Your sales manager only needs to guide customers through your sales pipeline — assist, resolve issues, and drive conversions.
Streamline your sales pipeline using automation to smooth out customer interactions and help contacts move down your sales pipeline with little or no employee involvement.
How to manage deals
Strengthen omnichannel engagement
Manage your conversations on Facebook Messenger, WhatsApp, Instagram, and live chat using a single solution. Keep the conversation going seamlessly across mobile and desktop devices without switching apps.
Use dedicated communication panels to make calls, send SMS campaigns, and deliver prompt, high-quality responses. Based on your conversations, you can leave notes for your team, create deals, launch chatbot flows, or stop automated email campaigns — all within one CRM system.
How to reach a contact
Collaborate effectively
Optimize your marketing team’s workflows with ease. Delegate tasks, add deals, and assign team members to track customer progress in your sales pipeline.
Task boards with a built-in calendar will help you plan and manage your team's workload. Outline your tasks, and the system will remind assigned team members about the deadlines.
You can invite new team members without upgrading your pricing plan.
How to manage your team
Power up your online store
Organize products in your online store using our CRM system. Add and categorize new items to enhance your website’s usability.
Customize product attributes in SEO settings to enhance your website’s search performance.
How to add and manage products
Process and organize documents
Save time by generating invoices, contracts, and agreements directly in the CRM system. Automatically update your documents with relevant information, like customer contact details, order number and price, delivery address, and more.
Add documents to contact cards, tasks, and agreements, and send them to your customers or partners.
How to create documents
Streamline your email workflow
Connect your inboxes to your SendPulse account to manage your emails directly from the CRM system.
Link customer emails to deals, tasks, or contacts seamlessly.
Include attachments from the file manager and reply to high-priority messages promptly without switching apps.
How to connect inboxes
Analyze daily workflow efficiency
Monitor your sales team’s performance with key insights, including deal volume, transaction amount, contact rate, and individual member performance statistics.
Beyond that, you can assess lead quality across multiple marketing channels using your deal source chart. Keep an eye on your integration efficiency indicator to make the most out of SendPulse tools and discover new growth opportunities.
How to view CRM statisticsStore all your customer information in one place
No matter where your customer comes from, stay organized and keep track of all your customers’ details. Just create new contacts, specify everything you know about people you interact with, and add helpful notes to their records for future conversations.
Extend your CRM system with other SendPulse products
Cut out time-intensive, repetitive tasks — let your CRM automatically create deals, assign them to customers based on the stages of your sales cycle, and assign customers to members of your team based on pre-set conditions
Launch automated emails when specified conditions are met
Automatically create new deals after interacting with your customers and set up trigger emails based on a customer's stage in your pipeline and other specific actions.
How does it work?
When a deal with the status “Order received” is added to your CRM system, the customer gets an automated email saying “Thanks for your order! Your order is on its way and it should be with you soon.”
Create deals from actions in messenger bot flows
Automatically create new deals after specific actions from customers. Change the deal stage when a user makes a payment through your bot.
How does it work?
A user interacts through your massage studio’s chatbot and clicks on the “Book Thai Massage” button. A team rep sees a new deal in your CRM system and contacts that person to schedule an appointment.
Do it all with SendPulse
Align marketing and sales capabilities to take your business to the next level
Empower your teams with relevant tools to create landing pages, build customer databases, and interact with customers across multiple communication channels
Chatbots
Deliver 24/7 customer support, build custom sales pipelines, and accept payments through chatbots for Facebook Messenger, Telegram, and WhatsApp.
Find out more
Trigger emails
Set up welcome emails when a user joins your mailing list, send confirmation emails after a customer places an order, launch abandoned cart emails to remind users about products they left in the cart. Expand your automated flows with email, SMS, web push notifications, and chatbot messages.
Find out more
Landing pages
Create a landing page, bio link page for Instagram, or online store in minutes. Add buttons with the links to your chatbots to let your visitors connect with you, integrate a payment system, and promote your page on social media.
Find out more
Email campaigns
Collect email addresses through subscription forms and verify them with our verifier. Use tags to segment your audience based on the data you have about your subscribers. Build responsive email templates and improve their deliverability using our built-in spam checker.
Find out more
SMS
Send SMS сampaigns to over 1,000 mobile network operators in more than 200 countries. You can personalize and segment your audience to send more relevant messages.
Find out more
Web push notifications
Notify users about sales, new content on your blog, or other important updates. If your database counts less than 10,000 subscribers, you can send web push notifications for free.
Find out moreFAQ
What is a CRM system?
CRM, short for Customer Relationship Management, is a centralized system designed to streamline customer interactions and consolidate information. This software solution empowers marketers to meticulously track all customer interactions from the initial touchpoint with a company to post-sales service. Discover the basics in this article.
Why should I use a CRM system?
It stores your client's contact information, purchase and interaction history, behavior patterns, and communication preferences. With this centralized system, your sales representatives, customer support agents, and marketers can collaborate to cultivate meaningful relationships with clients and deliver exceptional personalized experiences. Discover more about CRM functionality in our blog.
What are the key features of a CRM system?
It provides all the necessary tools to create a 360-degree customer view. By consolidating all customer data onto one intuitive platform, it offers a suite of essential features, including immediate access, seamless data synchronization, workflow enhancement, automated marketing capabilities, efficient lead management, accurate sales forecasting, and seamless multichannel interaction.
How much does SendPulse CRM cost?
Pricing depends on the number of account users, sales pipelines, and boards. We offer a free plan for up to 5 invited account users. Within a free plan, you can create up to 2 sales pipelines and boards, have unlimited deals and tasks, and use search filters. Paid plans start at $34. Check out our pricing for more details.
How to start using SendPulse CRM?
If you have an account in our service, go to the "CRM" section and upload your contacts. You can begin adding deals right away. If you don't have an account, sign up today! Our onboarding process is designed to be seamless and stress-free, guiding you through every step after registration. Visit our Help Center to find out how things work with the SendPulse CRM system.
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