The story of Julius Caesar's assassination usually centers around betrayal. But an equally important theme has to do with the power of overconfidence in blinding us to what's going on around us.
Mar 15th
Why karmaCRM?
a few good reasons why karmaCRM will make your life easier.
No more "uhh..." moments.
It happens to the best of us - a lead or client calls and asks you something, something you should know, that leaves you scratching your head. Way too much happens in any given day to keep track of in your head, especially as your sales team grows. Keep life simple - use our built-in communication tracking to keep tabs on emails, call logs, and notes all in one place.
Stop trying to herd cats.
Sales people, the successful ones anyway, are busy people. You're always on the road, juggling a dozen customers, making deals and qualifying new accounts. Make the most of your time by utilizing the tools needed to track and share customer information, so you can focus on bringing in more business.
Good karma, anywhere.
Because karmaCRM is hosted in the cloud you can access your info anytime, anywhere, with no special software to download. With a growing list of third-party integrations including Google Calendar, Freshbooks and MailChimp, karmaCRM is built to be your base-of-operations, a true information hub.
Restore the balance.
If you've tried dozens of CRM packages unsuccessfully, we feel your pain. Before creating karmaCRM, we went from CRM to spreadsheet to CRM, finding them to be too complex, or too simple. With karma, our mission is to unify features and usability to provide you with the perfect balance.
General
Gain administrative access with Karma’s simple user and group permission process
Customize stages, settings and other options through the settings section
Easily import contacts from external websites
Track sales conversions and monitor your sales team's progress
Share company-wide calendars and events
Customize the look and feel with color schemes and the ability to add your logo
Send automatic email notifications to your team when assigning records such as contacts or tasks
Contacts
Powerful filtering allows you to drill down your list to exactly the contacts you need
Import information from Highrise, Freshbooks or CSV
Customize your contact list to include only the fields relevant to your business
Attach photos, files, deals, and tasks to your contacts
One click to open a Google map of your contacts address
Add custom fields if they are missing from the defaults.
Assign a cold, hot, or urgent status to each lead.
Attach a sales process stage IE: lead, requirements gathering
Create customized contact statuses in the settings section
Tasks
Receive e-mail reminders as deadlines approach
Add a due date and time to each task
Receive SMS reminders before the task is due
Assign tasks to a contact, sales member or contractor
Assign Todo to a specific stage in your sales process (EG: this todo is for the requirements gathering stage)
Deals
Track deadlines
Add comments and attach files
Create and assign deal stages such as pending, sent, won and more
Create templated tasks which are added to your deal each time it enters that stage
Prices can be automatically converted to your default currency based on realtime market rates
Email Automation
BCC or CC your Karma email drop-box and Karma will automatically attach the message to a contact
Create new contacts via email
Forward e-mails to and from contacts and keep your team informed
If attachments are present, they are automatically attached too
Create a task in karma using your dropbox
Attach an email directly to a case or deal
Cases
Create cases to manage your support tickets, or one-off projects
Customize case type, status and priority
Add tasks and notes to your case
Assign one or many contacts to a case
Reports
Create custom reports based on the information important to you
Utilize table, bar, pie and funnel report types
Export and print your reports
See users activity and CRM use
Deal projections
Calendar
Month / week and day views depending on your preference
Import and sync your calendars with your Google account
Add and manage recurring events
Drag and drop events for easy rescheduling
Grab the ICal feed for external use
Third Party Integrations
Import from Highrise, Freshbooks or CSV
Sync Your Lists with MailChimp
Import and sync your Google calendars
Easily get contacts from your website into karmaCRM using your Wufoo or Formstack powered form
Chat
Private chat with other members of your team within karmaCRM
Create unlimited group chat rooms
See who's online and using karmaCRM at any given time
Chat transcripts are saved and searchable for later reference
Lists
Bulk import contacts to any list and sort by tag, stage or status
Sync your list contacts with MailChimp
Export your lists to CSV
Files
Attach files to contacts, companies, cases, and notes
Store your files, presentations and PDFs in the cloud and access them from anywhere
Categories, search and filter your files to quickly find what you're looking for
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