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CRM

SALES TOOLS

Funnel CRM Review

Product Snapshot

Product Pricing
  • Standard Plan – $10 per month
  • Pro Plan – $39 per month
Technology

Platform is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with SOHO, small, midsize and large companies.

Select Customers

Buzz Interactive, sprawsm, araam

 

About Funnel

Funnel CRM Funnel is a CRM and sales software solution designed to support anyone who receives work inquiries through their website by providing companies with a simple form builder, form submission management and tracking tools, and enables users to create and send well-formatted proposals in multiple currencies. The platform builds and maintains contact databases, allows users to communicate through their chosen email client or smart phone, and integrates with the user’s Gmail and Google Apps account.

The software is equipped with a note-taking functionality that allows users to attach notes and files to specific deals or customer profiles, log meetings, and record important dates. Additionally, the platform enables users to add and format proposal text with a WYSIWYG editor, records and maintains previous and related deal histories, and labels deals by stage in the sales process – ‘new’, ‘negotiation’, ‘won’ or ‘lost’.

About the Company

Funnel CRM was founded in 2018 and is headquartered in Los Gatos, California.

 

Funnel Key Features

  • Creates contact forms
  • Tracks all deals
  • Sends proposals
  • Keeps track of all the user’s customers
  • Facilitates communication from any location

 

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