amoCRM

amoCRM Updates

amoCRM update · August 2, 2016

New App: Supercharge Your Lead Capture and Management with amoCRM

The more you grow, the harder it is to process all your leads. amoCRM aims to manage them all for you, from acquisition to final conversion. New leads can be captured from sources like incoming phone calls and website forms. Keep track of everyone with tasks and reminders to help...read more
Matthew Guay
Written by Matthew GuayLast updated September 5, 2017

The best way to get stuff done each day is to know exactly what you need to do when you get to the desk. It's all too easy to spend your first half hour at work going through random tasks, trying to figure out what to work on—when what you actually need to do is dive in and start on the first task.

amoCRM will help you do that. Make it the first app you open each day, and you'll always know right where your sales team stands with its pipeline dashboard. You'll be encouraged by this month's sales—or motivated to keep working on deals so you'll hit your goals this month. And with your tasks, appointments, and notes right on that same dashboard, odds are everything's there that you need to start work.

You might check the Calendar tab first. That's where amoCRM keeps your tasks and appointments. That'll open with a 2-pane to-do list by default, with your tasks and appointments for today and tomorrow. You can drag-and-drop items into the order you want to accomplish them, or if you can't finish a task today, you can drag it over to tomorrow's list. Or, zoom out with the week and month views to plan your longer-term schedule.

Need to check your mail? It's right there too in amoCRM's Mail tab. You can make a shared team-wide email account that syncs to amoCRM to keep all your client interactions in one place. Or, you can CC amoCRM's custom email addresses whenever you email contacts from your personal accounts to save a copy of that message to your contact profiles inside the CRM. There's also a template tool, where you can build template emails to quickly send as followups to contacts.

amoCRM includes a number of tools like that to keep all of your contact data in one place. From the Leads settings page, you can add a feedback button or web form to your website so new contacts can easily get in touch—and amoCRM will add those contacts to your CRM so you can reach back out later. You can also connect it to your PBX phone system, chat app, email account, or tools like Facebook Lead Ads. Then, you can build automated workflows for those new contacts based on where they are in your sales process, to add a to-do, send them an email, change their lead status, add tags to their profile, and more. Build different funnels for each type of lead, and amoCRM will help you turn those new contacts into customers automatically.

So as you're working with a new contact and trying to land a deal, amoCRM will automatically log every interaction—or let you add new tasks and notes when needed to their profile. You can then move them through the stages of your pipeline with a kanban board-style page for an easy way to see where your sales stand. And those sales opportunities—along with the tasks and appointments you're tracking in amoCRM—will all be reflected in your dashboard so you'll be ready to start again tomorrow.

amoCRM does a great job blending the contact, task, and sales pipeline management tools in a CRM, to help you keep focused on what you need to do next. It'll keep all of your sales info straight—and its 2-day to-do list is handy enough, you might end up using it as your primary task management app, too.

Have any feedback on this overview, or something we should change? Let us know!

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amoCRM is a simple, easy-to-use Lead Management Software designed to save you time and money. It helps you manage leads and monitor your sales pipeline in only a few clicks.

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