CRMROI: A CRM Designed for SMBs!

Want to make the most of your sales and marketing data to drive sales and revenue for your small or midsized business (SMB)? Say hello to CRMROI — built for sales team small in size, but large in hustle. If you don’t currently use a CRM, CRMROI is an affordable solution for helping your team close more sales. Keep reading to learn more about how CRMROI can drive results for your business!

We'Ve Generated Over
2,416,945,8
in client revenue
We've generated
6,271,7
leads for our clients
In 5 Years,
4,191,2
phone calls generated

Explore CRMROI plans

Silver

$ 75/ Month

$950 (OPTIONAL) FOR ONBOARDING

Gold

$ 100/ Month

$950 (OPTIONAL) FOR ONBOARDING

Platinum

$ 75/ Month

$950 (OPTIONAL) FOR ONBOARDING

What is CRMROI and why do I need it?

As marketing pioneer John Wanamaker famously said, “Half the money I spend on advertising is wasted; the trouble is, I don’t know which half.”

Without a CRM, it’s hard to evaluate the results of your marketing efforts. Fortunately, CRMROI can help you track return on investment (ROI) and allocate funds to channels that drive the most sales and revenue.

CRMROI combines proprietary marketing data with lead management best practices to make it easier for you to tie your sales and marketing data together.

CRMROI flawlessly integrates with MarketingCloudFX — our proprietary ROI tracking platform — and allows you to:

  • Automatically track the ROI of your marketing budget
  • Track the entire lifecycle of your leads from their first website visit or brand interaction to purchase
  • Manage your sales pipeline
  • Close more deals
  • And more!

We get it — sometimes you want to speak straight to the source. To speak with a Digital Marketing Specialist about our marketing services, feel free to give us a call at:

+91 9819427549

CRMROI Services

Features SILVER GOLD PLATINUM Enterprise
CRM User Seats
1 to 3Up to 4Up to 5; then $25 for each additional userUp to 5; then $25 for each additional user
Lead Source and Website Visit Tracking
 ✅
Marketing Call Tracking Data Import
CompanyTrackerFX Automated Company Visitor Insights
Pipeline Tracking and Custom Sales Stages
Lead Action and Followup Dashboard
Email Communication Sync into CRM through BCC
Lead activity and history timeline
Company Directory
Customer Contact Directory
Sales Pipeline and Revenue Forecasting Tools
Lead Scoring and Qualification Tools
Marketing Channel-Specific Reporting for Closed Leads
Integration of CRM Into Website Forms
Email and SMS Lead Routing
Ability to ask CRMROI support questions and open support tickets
   
CRMs setup for each distributor or channel-partner
   
Monthly Investment
$75 (Free for WebFX clients)$100$125$2,500 a month and a per distributor/channel-partner monthly investment
Need more information? Call Us:888-256-9448
GET STARTEDGET STARTEDGET STARTEDGET STARTED

CRMROI Onboarding Plan

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CRMROI Ongoing Support Plan

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Key CRMROI features

Want to learn more about what CRMROI can do for you? Take a look at these six CRMROI features:

1. Seamless lead management

CRMROI integrates directly with the forms on your website to save you time manually entering leads, and your sales team can get leads faster with email and text message notifications.

2. Marketing and sales data

Every lead contains a full timeline of our proprietary marketing data including website session history, lead source, visit duration, and call recording and transcription data. Closed leads will tell your marketing team which channels are driving sales.

CRMROI Marketing and Sales Data

3. Notes

Every call, email, and activity can be tracked to specific leads, so you can remember key details that help you build relationships and earn more sales.

CRMROI Notes

4. CRM dashboard

Set custom follow ups and action items for every opportunity, and use our CRM dashboard to plan your sales day. Set custom due dates and assign to your sales reps.

5. Contact management

At last, you can delete your contact spreadsheet and manage all of your sales contacts in a single thread.

6. Simple pipeline management

Drag and drop your leads through every stage in your sales process with our simple pipeline management tool.

In addition, CRMROI lets you maximize MarketingCloudFX features like ReviewBoostFX, LeadNurtureFX, and advanced audience targeting.

Measuring what matters most

Are you interested in custom reporting that is specific to your unique business needs? Powered by MarketingCloudFX, WebFX creates custom reports based on what you care about most.

  • Leads
  • Transactions
  • Calls
  • Revenue

Learn More

Who should use CRMROI?

CRMROI is the perfect solution if you:

  • Have a sales team of seven people or less
  • Do not need advanced lead routing
  • Don’t currently use a CRM
  • Do not need sales forecasting and projections
Get started

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