1. Customer Relationship Manager

    Three tools in one suite of software—contact management, email marketing from MailChimp, and customer issue tracking—combine to provide a better way to manage your sales pipeline and communicate with customers.

  2. CRM Dashboard

    Welcome to the CRM Dashboard. Here you can quickly view and access your upcoming Events, Birthdays, Anniversaries, and Tasks for your company.

  3. Contacts

    Here you can add, view, and edit your contacts. Contacts can be your existing customers, prospective customers, or your employees. There are 12 different contact types available, as well as customized grouping options. You can customize fields to capture whatever data is important to you and your business. You can also create follow-up reminders, schedule events, create notes, and attach documents to each of your contacts.

  4. Leads

    In this section, you can separately track your leads and convert them to customers.

  5. Calendar

    The CRM Calendar will display all tasks, events, marketing programs, birthdays, and anniversaries by month, week, or day.

  6. Import Contacts

    You can import your contacts into the CRM from an Excel spreadsheet in a matter of minutes! The GoSmallBiz Support Staff is available to assist with import if requested.

  7. MailChimp Integration

    Set up and sync with MailChimp to create easy-to-use email templates that can be sent directly to your CRM contacts.

  8. Google Account Sync

    Here you can sync your CRM contacts, tasks, events, and marketing programs with your Google account. This will also sync your Google Calendar with your CRM Calendar.