Description
CRM Benefits
Faster Sales Enablement
Prioritize to increase sales Track customer interactions Automate repeatable tasks
Connect your commerce channels
Capture social media leads with Forms App Capture website leads with Website App Get external leads integrating with Phlex
Customize the UI, Workflow & Access Visually create your own Pages, Panels & Fields Integrate data from available digital sources
Support existing customers & vendors
Dashboard views of all activity Prioritize, assign & respond faster Convert complex requests into projects
Using the Clear Gem CRM App
Start Here
Capture and track all your sales leads, contacts, accounts, marketing activities, documents and more. View your records as a searchable list, most recently used and as an interactive board view for you and your team to collaborate. Track your forecasted sales revenue by stage to make sure you’re meeting your business revenue goals.
Board View
Create different workflow for each of your teams and turn into interactive Board Views. Click to customize different calculations to show in each stage column. Create summary calculations across all your stages to get a total view of your pipeline. Create as many workflow boards as needed for each of your departments like Marketing, Sales, Contracting, Service Delivery, Manufacturing, Logistics, Accounts Payable, Accounts Receivable, Legal and more. Have an executive view of every aspect of your business all in one solution. Give different members of your team customized permissions to read, create, update and remove records from the system. Drag & drop items from one stage/column to the other. Stay efficient by updating the status or an item right here on the Board view without having to hop back & forth between different pages or tabs.
Detailed Record
See your full record on one page, for example your Sales Lead record. Track information like the source, status, your products &/or services that may be of fit, the scope of the opportunity, standard & custom action items to be completed for this Sales Lead, all your meeting notes, documentation (wiki pages, files, research, competitors, etc…), other contacts working on it, past activities, related projects, associated accounts & related contracts. Need to track something more? That too can be added right onto the record. Set custom permissions on who can view, update, create, and remove records and who can access specific records. Link Sales Leads to Contacts and Account and any other record types you need in your business.
Custom Design
Create custom Tabs, custom fields, custom page layouts, and custom user permissions on all of it. Create custom field calculations to see results that quickly meet your mathematics & financial needs. Create and drag panels and custom fields onto your page to create exactly what you need for your business. Or, use our predesigned records to be up & running in a click. Let us know if you would like services help in customizing your solution to meet your specific business needs. We’re experts at it and can quickly help navigate the many business options to choose from to make your team efficient using your solution.
