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Everything you need to know about GetCRM

What is GetCRM?
is a customer relationship management software that's designed to help your organization offer your customers a unique and seamless experience, as well as build better relationships by providing a complete picture of all customer interactions, keeping track of your sales, organizing and prioritizing your opportunities, and facilitating collaboration between various teams.
How does GetCRM work?
GetCRM software uses an integrated approach to store customer information. An all-in-one GetCRM has sales, marketing and service automation rolled into one. It automates interactions, provides business intelligence, and empowers sales reps to make the sales process smoother. GetCRM analyzes the data and opportunities of your sales force and helps them deliver a stellar customer service.
Why GetCRM?
GetCRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention. Since customer loyalty and revenue are both qualities that affect a company’s revenue, GetCRM is a management strategy that increases profits for a business. At its core, GetCRM software creates a simple user interface for collecting data that helps companies recognize and communicate with customers in a scalable way.



GetCRM in 3 steps

1. Set up your sales process

Design your sales process based on how you work. Name the sales process based on the steps you take from getting a lead to the final closing.

2. Focus on closing

Focus on tasks that assist you to close deals. Schedule your tasks, set reminders and let GetCRM notify you.

3. Set targets and track progress

GetCRM tracks and calculates conversion rate and tells you what you or your sales team have to do to meet their targets.


GetCRM connects with all your favourite tools

Google and Microsoft contacts and calendar sync
Access the right contacts when and where you need them, and bring harmony to your schedule with full calendar sync.
Free Android and iOS apps
Start every day with a summary of what's coming up and make changes to deals, activities and contacts on the go.
50+ Modules and integrations
Expand the capabilities of your GetCRM account by installing modules and integrations that connect with other popular services.


Integrated CRM Software

Contact Management

Close more deals with single-page contact management.

Appointment Scheduling

Share your calender online and automate scheduling, invites, and follow ups.

Document Management

The sales CRM makes it simple to attach pertinent documents to offers, contacts, businesses, and communications.


Stay up to date on upcoming meetings by syncing your calendar with Google. The sales CRM from GetCRM offers a variety of appointment scheduling options.

Document Signing

Sign and Approve documents on the go with GetCRM not only for security reasons but also reducing printing costs.


Use widgets for social networking, e-commerce, billing, customer service, and telephone.
You can also incorporate your own custom widget. Manage the whole client journey using GETCRM.

Lead Generation

You can automatically qualify leads faster and more correctly with automated scoring and real-time notifications.


Email newsletters have moved much beyond being simple weekly text emails. With advanced scheduling features, predefined HTML templates and seamless marketing campaign integration, newsletters can deliver an engaging customer experience.

Form Builder

Drag and drop to build responsive web forms to improve conversions and generate leads.


Learn what delights your customers and what increases the effectiveness of your sales force by combining survey results with CRM data.

CRM Reports & Analytics

Continually gain insight through cutting-edge analytics, metrics, and reporting to promote more sustainable, intelligent growth.

Customer Support

GetCRM’s extensive customer support features allow you to lift your efforts to the next level and maintain satisfied customers over the long term.

Helpdesk Ticketing

Make it possible for your company to offer enough individualized customer experiences.

Project Management

By using drag-and-drop project management capabilities, you may increase sales efficiency.

Knowledge Base

Enabling self-service portal so that clients may assist themselves

Live Chat

Maximize your customer base through multichannel interactions via live chat services on your website.

Interview Assessment

The most sophisticated and configurable interview scheduling software available, allowing applicants to have a unique interview experience.

Multi-Chat Windows

Reduce response times and minimize the backlog of open customer support tickets

Customer Support Analytics

Detailed metrics and reporting that provide actionable data to continually improve customer support performance.

Application Tracking System

Automate your hiring process with applicant tracking, job management, automation, workflow management, and kanban boards, and you'll streamline your recruiting process and save time.

Get in touch with us.

See how GetCRM can help your firm win more clients..
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