Elevate Your Sales

Close more sales and grow your business

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Assign and manage your sales leads more effectively

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Boost sales efficiency and close more deals in less time

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Automate your sales processes with templates and reminders

workflow

Customize your CRM to match your sales workflows

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Manage sales emails, tasks, and contacts with ease

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Identify and prioritize important sales leads

Build Good Karma

Build better customer relationships

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Boost the quality of customer interactions with easy access to contacts, information, and history

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Stay close to your customers and be more proactive and responsive
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Streamline your daily activities and free up time to build better customer relationships

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Research and connect with customers with automated social profile searches and integration

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Easily collaborate with other team members to share information and serve your customers

Ready to give it a try? It’s Free.

Master Your Time

Manage your time more effectively

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Prioritize your day with convenient calendars and task management

schedule

Coordinate with your team on scheduling and events

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Know when, why, and whom to call, email or meet

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Send emails faster with email templates and mass email

reminders

Get email and text reminders so you never miss an important call, meeting or task

tasks

Save time by using templates for repeated tasks and record creation

calendars

Create and maintain multiple calendars for different types of tasks or events

Work Seamlessly

Increase efficiency and optimize your workflows

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Keep important information front and center with dashboard and sidebar widgets

email communication

Simplify email communications with email templates and mass email distribution

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Customize and rearrange fields, tabs, labels, and colors to match your personal needs

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Add custom fields to log and track any type of data

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Rearrange form fields to put information where you want it and remove fields you don’t need

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Standardize your processes with task and record templates

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Integrate with Outlook or Gmail or use the dropbox feature to BCC: emails to your CRM

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Automate your sales workflows with templates, webhooks, and bulk operations

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Automatically import leads from your website with Wufoo and Formstack integration

Ready to give it a try? It’s Free.

Get Things Done

Manage and track all of your important tasks

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Add, track, and manage tasks with user-friendly tools

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Categorize your tasks and add color coding to distinguish them

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Stay on top of your tasks with email and SMS text reminders

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Group tasks by day to easily plan your week

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Drag-and-drop tasks to reschedule them

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Create task dashboard widgets so you’re always reminded of what’s next

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Use task templates to standardize and automate repeated tasks

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Create and manage task lists to organize your workflow

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See who’s associated with each task, including contact info at-a-glance

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Filter your tasks by multiple criteria and even print your tasks

Know Your Customers

Conveniently manage all of your contacts

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Quickly and easily add contacts to your customer database
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Automatically find and import contact details via Linkedin and Twitter

find contact

Find any contact quickly and easily with system-wide searches

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Create custom lists of contacts with the filters and details you want

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Customize contact fields and columns to add and track any information

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Add your own labels for status, stage, or other important characteristics

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Get a company view to see activity across all the contacts for each customers

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Update and modify large numbers of contacts with bulk operations

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Integrate social media feeds to see your contacts’ latest online updates

Ready to give it a try? It’s Free.

Keep it All in One Place

Keep all of your customers, contacts, tasks, and history in one place

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A single, convenient place for all of your information and workflow

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Access your CRM anytime and anywhere via the web or the karmaCRM mobile app

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Access the powerful search function from anywhere in your CRM

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Search your entire CRM database with just a few keystrokes

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Find and update contacts, companies, tasks, and events with ease

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Maintain a complete history of all your customer calls, emails, tasks, and deals

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See an aggregate view of each customer including all contacts and activity

Harmonize Your Team

Share information and collaborate with team members

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Make sure your entire team can access and share the same reliable information

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Allow team members to see full customer or contact history and get up to speed quickly

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Share or assign customers and tasks to collaborate more effectively

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Configure automatic notifications of newly assigned records and tasks

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Add and share comments and notes with automated notifications of new updates

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Chat live with other team members and see who’s online within karmaCRM

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Control user access rights and permissions with customizable user groups

Ready to give it a try? It’s Free.

Integrate and Synchronize

Integrate with your email, Outlook, Gmail, Google Apps, and more

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Sync with Microsoft Outlook for emails, contacts, calendars, and tasks

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Send email from your Gmail account within karmaCRM

Google calendar

Integrate your Google calendar with your CRM with two-way event syncing

Google contacts

Import or sync your Google contacts with two-way syncing

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Use the Google Apps gadget to send Gmail, see contact info while reading Gmail, and log into your CRM from Gmail

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Automatically import Linkedin profiles to karmaCRM contacts

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Automatically import Twitter profiles to karmaCRM contacts and get live feed updates

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Easily export contacts to Mailchimp for email campaigns

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Monitor Mailchimp campaign progress with karmaCRM dashboard and sidebar widgets

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Add new web form leads to your CRM automatically with Wufoo and Formstack webhooks

Ready to give it a try? It’s Free.

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