A CRM that keeps itself up to date.
nineloops CRM builds its Today page from what has already happened in your inbox, calendar, calls and forms. Every contact carries a relationship score from real contact, and a won deal can open its delivery project with the client already in it.
What needs you, worked out for you.
- Deals nobody has moved
- Open deals with no movement for 14 days, each with its value.
- People gone quiet
- Contacts nobody has spoken to for 25 days, with their warmth score.
- Closing soon
- The deals due to close, so nothing slips past its date.
Leads, contacts, companies and deals.
- Your own pipelines
- Stages, probabilities and owners you define, with a forecast built from them.
- Two scores that show their working
- A relationship score from 0 to 100, and a lead score with an A to D grade and the points behind it.
- 27 industry starting points
- Structures for agencies, property, professional services, retail, clinics, finance and more, which you can change.
- Duplicates merged
- Possible duplicates found, and merges that keep every activity.
The client stays one record.
- Delivery
- A won deal can open the project in Spaces with the company, contacts, owners and dates in it.
- Billing
- Winning a deal creates the billing customer in Finance, bound to the same company.
- Network
- See who in your company already knows a contact, and the accounts that depend on one person.
Questions
- Can I import my contacts and deals?
- Yes. Import a CSV file into the CRM and match each column to a field before anything is written.
- Does the CRM use my email?
- Yes. Connect your mailbox and calendar, and they feed the CRM's Today page and each contact's warmth.
- Which plans include the CRM?
- Every paid plan, from £79 a month for up to 10 people, with a 15-day free trial.
Related
Try a CRM that fills itself in.
Every app is included, with a 15-day free trial.