CBS CRM Reviews & Pricing

Key Features

• Contact Management: Efficiently organize and manage customer information, including contact details, interaction history, and preferences, all in one centralized database.
• Sales Automation: Streamline sales processes with automated workflows, lead scoring, and task assignments to enhance productivity and focus on closing deals.
• Customizable Dashboards: Tailor dashboards to display key performance indicators and metrics relevant to your business needs, providing a clear overview of your CRM data.
• Email Integration: Seamlessly integrate with popular email platforms like Outlook and Gmail to track communications and schedule follow-ups directly from the CRM.
• Reporting and Analytics: Generate detailed reports and gain insights into sales trends, customer behavior, and team performance with advanced analytics tools.
• Mobile Access: Access CRM data on-the-go with a mobile-friendly interface, ensuring that your team can stay connected and productive from anywhere.
• Task Management: Assign, track, and prioritize tasks within the CRM to ensure timely follow-ups and efficient workflow management.
• Lead Management: Capture, track, and nurture leads through the sales funnel with tools designed to improve conversion rates and optimize lead handling.
• Integration Capabilities: Connect with third-party applications and services, such as accounting software and marketing platforms, to create a cohesive business ecosystem.
• Security Features: Protect sensitive customer data with robust security measures, including user permissions, data encryption, and regular security audits.
• Customer Support Tools: Enhance customer service with features like ticketing systems, knowledge bases, and live chat integration to resolve issues efficiently.
• Social Media Integration: Monitor and engage with customers on social media platforms directly from the CRM, allowing for a more comprehensive view of customer interactions.
• Workflow Automation: Automate repetitive tasks and processes to save time and reduce human error, allowing your team to focus on more strategic activities.
• Custom Fields and Modules: Adapt the CRM to your specific business requirements by creating custom fields and modules that capture unique data points.
• Collaboration Tools: Foster teamwork with features like shared calendars, document sharing, and internal messaging to improve communication and project coordination.
• Data Import and Export: Easily import existing data into the CRM and export data for reporting or analysis, ensuring seamless data management.
• Scalability: Accommodate business growth with a CRM solution that scales with your organization, offering additional features and capacity as needed.
• Training and Support: Access comprehensive training resources and support services to ensure successful CRM implementation and ongoing user proficiency.