Full Featured CRM & Pipeline Management

Streamline your sales process and enhance customer relationships with the Scoy AI Full Featured CRM & Pipeline Management system. Our comprehensive platform provides the tools you need to manage leads, automate workflows, and track your sales pipeline effectively.

Key Features

Lead Management: Capture and organize leads efficiently, ensuring no potential customer is overlooked.
Pipeline Visualization: Visualize your sales pipeline with customizable stages to monitor the progress of each deal.
Automated Workflows: Automate repetitive tasks such as follow-ups, email sequences, and task assignments to save time and increase productivity.
Contact Management: Maintain detailed records of all customer interactions, including emails, calls, and meetings, in one centralized location..
Task and Activity Tracking: Assign tasks, set reminders, and track activities to ensure timely follow-ups and progress.

Communication Integration: Sync your email and social accounts to manage communications directly from the CRM, keeping all correspondence organized.

Learn all about Scoy AI Features:

AI Chatbot Deployment | Appointment Scheduling | Community Portal | Courses & Products | CRM & Pipeline Managment

Email & SMS Automation | Pay Per Click Advertising | Website & Forms Builder | Workflow Automation | Full Analytics & Reporting

Reputation Management

Why Choose Scoy for Your Custom Relationship Manager (CRM)?

Centralized Data

Keep all your customer and lead information in one place, making it easy to access and manage. Centralized data ensures better organization and efficiency.

Enhanced Productivity

Automate routine tasks and streamline workflows to save time and focus on what matters most – building relationships and closing deals.

Improved Collaboration

Facilitate better collaboration among team members with shared access to contact information, tasks, and pipeline stages, ensuring everyone is on the same page.

Data-Driven Insights

Use robust analytics and reporting features to track your sales performance, identify trends, and make informed decisions to improve your strategy.

Custom Fields and Tags

Customize fields and tags to segment your contacts and deals, making it easier to manage and prioritize them.

Mobile Access

Access your CRM and manage your pipeline on the go with our mobile-friendly platform.

Scalability

Our CRM and pipeline management solutions grow with your business, adapting to your changing needs and helping you manage an increasing volume of leads and deals.

User-Friendly Interface

Enjoy a user-friendly interface that makes it easy to navigate and use all features effectively, even for those who are not tech-savvy.

Cost-effective

Most CRMs put limits on contacts or users. With Scoy AI pro plans you get unlimited amount of contacts and seats.

Get Started with CRM and Pipeline Management Today

Ready to take your sales and customer management to the next level? Implement our Full Featured CRM and Pipeline Management service and start optimizing your sales process. Contact us today to learn more and see how our platform can benefit your business.