Add a simple CRM to the Onebox | Voters

Add a simple CRM to the Onebox

in progress

Tres West

Once a prospect has shown interest, it would be handy to move them from the onebox through a simple sales pipeline so you can track and manage the whole prospecting and sales cycle in one place.

March 2, 2024

Rohan Shah

marked this post as

in progress

Maruthi

Nice to have on a call with you today sir, just to update best columns to have is INTERESTED, MEETING BOOKED, MEETING COMPLETED AND CLOSED - makes it simple and lucrative

Rohan Shah

Maruthi: Thanks for the feedback, we're working on something similar, so stay tuned :)

Zonyd

Hi team,
Please ensure that the CRM includes essential features that define its core functionality. Key features we need are:
Automation
 – The ability to set up automated actions based on interactions. For example, if I email "Jack," what follow-up actions should occur? If he replies, take action A; if he doesn’t, take action B.
Pipeline Overview
 – A clear, easy-to-navigate view of the pipeline, allowing us to categorize leads into stages like "Cold Leads," "Hot Leads," "In Negotiation," etc.
These are foundational CRM features, critical to its purpose. Without them, we lose the core benefits of a CRM. Additionally, as a professional company, using a CRM is essential for tracking outreach, recording notes, and managing client interactions effectively.

Rohan Shah

Merged in a post:

Request: CRM Integration for ReachInbox

Jono Hinds

📣 Hey ReachInbox Team! How about adding CRM integration? 🚀
As a new ReachInbox user, I'm excited about its potential. But wouldn't it be awesome to have CRM features like Pipedrive's?
CRM integration could take ReachInbox to the next level, making it even more efficient and user-friendly. 
What do you think?

October 25, 2024

Rohan Shah

marked this post as

planned

Twan Wijers

a kanban style sales pipeline with customizable column names would be great