How it Works

Schedule an intro meeting to review 5 key items: About us, learn about your business, all-inclusive plans, timelines, and next steps.

1

Select the best plan for your business and budget.

2

We schedule an onboarding meeting to gather all the required information, outline your custom features and integrations, set your delivery timeline, and schedule weekly video meetings.

3

We develop and deliver your CRM with your users and clients ready to go and schedule a training. Remember, all plans come with monthly customizations and support!

4

不要再浪费时间去争取那些很快就会流失的新客户了。我们的 SaaS CRM 可让您与现有客户建立更牢固的关系。通过利用客户数据和自动化任务，您可以个性化沟通、识别有风险的用户并主动满足他们的需求。

保持

通过电子邮件和电子表格查找客户信息是否拖慢了您的进度？我们的 SaaS CRM 集中管理所有客户互动，让您的团队获得全方位的视野。跨渠道无缝沟通，个性化外展，建立更牢固的关系，推动客户成功。

连接

难以保持客户参与度？我们的 SaaS CRM 可解锁大量客户数据。了解客户需求、个性化推广并自动开展培育活动 - 所有这些都有助于建立更牢固的关系并提高客户终身价值。

从事

功能比较

选择您的业务类型

B to B Businesses

Grow your service offering to other businesses with intelligent CRM that streamlines customer acquisition, retention, and satisfaction. Unify marketing automation, omnichannel campaigns, and CRM to create seamless customer experiences that convert one-time sales into loyal customers.

B to C Businesses

Streamline your direct to customer business with intelligent automation. CRM and marketing tools work together to automate personalized communication, turning leads into loyal customers. Unify marketing automation, omnichannel campaigns, and CRM to create seamless customer experiences.

Retail & Online

Struggling to manage customers and sales? An intelligent CRM streamlines operations, boosts retention, and fuels growth through automated marketing that fosters lasting relationships. Unify marketing automation, omnichannel campaigns, and CRM for seamless customer experiences that convert one-time buyers into loyal fans.

White Label Solutions

Want to offer your clients more value and earn extra income? cbm-CRM lets you create your own branded CRM platform. We handle the development, so you can sell it as a SaaS product with subscriptions. With unlimited users and accounts, you set the price – it's a revenue stream without extra workload.

无需代码的 CRM 即可启动并开始使用

查看功能比较

再也不会错过任何线索，统一您的线索获取。通过从每个接触点进行线索整合来简化您的销售流程。

整合来自所有来源的线索

将营销猜测转化为数据驱动的决策。跟踪绩效并优化您的营销活动以获得最大投资回报率

追踪营销绩效

更快地达成更多交易。使用我们易于使用的 SaaS CRM 简化您的销售渠道并像专业人士一样管理机会

管理机会

将您的电子邮件、电话、文本和社交媒体统一到单个 CRM 中，实现无缝沟通和更牢固的关系。

整合所有通信

	cbmCRM	HubSpot	Salesforce
Unlimited users included	Yes	X	X
Unlimited contacts included	Yes	X	X
Monthly CRM Management	Yes	X	X
No developer needed	Yes	X	X
Affordable	Yes	X	X
No hidden fees	Yes	X	X
Sales Funnels	Yes	+$450/ 5 users/month	+$500/ 5 user/month
Workflows	Yes	+$800 /month	+$1250 /month
Social integration	Yes	+$800 /month	+$1250 /month
Lead automation	Yes	+$800 /month	+$1250 /month
Marketing	Yes	+$800 /month	+$1250 /month
Email campaigns	Yes	+$800 /month	+$1250 /month
Task management	Yes	Yes	Yes
Calendars	Yes	Yes	Yes
Analytics & reporting	Yes	Yes	Yes
100s of integrations	Yes	Yes	Yes
Data management	Yes	Yes	Yes
Total Investment	$799 /month	$2550 /month	$3000 /month