Life moves fast. Business moves faster. With KarmaCRM, life and business move smoothly. When you use Karma to organize your sales leads you’re free to spend more time closing deals.
Elevate the performance of your sales team by consolidating and sharing all of your correspondence online. Karma keeps your team up-to-date with the latest developments so that everyone stays in the know.
No more searching for sticky notes, napkins or receipts with phone numbers scribbled on the back. Use Karma to track all of your to-dos and also link them to milestones, tasks, contacts, and assignments.
Karma helps team managers monitor the progress of their sales team and their leads. Use Karma's reporting to easily check who is completing their to-dos and who has too many overdue proposals. Now, you and your sales team will know exactly where everyone stands.
Gain administrative access with Karma’s simple permission process
Add 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
Find, hire, and evaluate contractors based on expertise, quality, cost and response time
Filter contact information by tag, stage, phase or assignment status
Import information from Highrise, Freshbooks or CSV
Easily transfer contact information across Karma’s server
Attach photos, tasks, reminders, and to-dos to your contacts
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
Receive e-mail reminders as deadlines approach
Add a due date and time to each task
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)
Track deadlines
Add comments and attach files
Assign deal stages such as pending, sent, won and more.
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
Bulk import contacts to any list and sort by tag, stage or status
Sync your list contacts with MailChimp
Export your lists to CSV
Deal Status Report
Contact Stage Report
Contact Status Report
User Activity Report
Import from Highrise, Freshbooks or CSV
Sync Your Lists with MailChimp
Many more to come
