Small business CRM
A CRM for small businesses that sell and support
Contacts, companies and a deals pipeline, with each customer’s emails, calls, cases and notes on one timeline. Made for teams of 10 to 25, with one price per person.
Contacts and companies, with everything they said
A company groups the people who work there, so you can see everyone at a customer, and everything they have asked, in one place.
- Import contacts from a CSV file: files from HubSpot, Pipedrive, Salesforce and Zoho CRM are matched as they come.
- Several numbers for each contact, one marked to call first.
- Tasks with a due date on a contact, a case or a deal.
A pipeline that shows what it is worth
A deal has an amount, a stage and a close date. Each stage shows what its deals add up to, and each open stage what they are likely to be worth.
- Move a deal with a press, on a phone or at a desk.
- A deal keeps the support cases that led to it.
Also in ContactRoll
Support email as a queue
Customer email becomes a case anyone can take, and the queue says who each one is waiting on.
Calls in the browser
Calls through your own Twilio account ring whoever is free and land on the customer’s record.
Marketing email
Campaigns a person approves, sequences started by what a customer does, and sign-up forms that confirm each address.
Questions
What should a small business look for in a CRM?
One record of each customer that the whole team uses, with sales, support and calls on it, a price per person you can read before you buy, and a way to bring your contacts in from a file.
How much does ContactRoll cost?
Free for a team of up to 3 people. Standard is $29 and Plus $59 a person a month, paid yearly. Every new organization starts with a 14-day trial of Plus, with no card.
Can we bring our contacts from another CRM?
Yes. Import a CSV file of up to 2,000 rows: files from HubSpot, Pipedrive, Salesforce and Zoho CRM are matched as they come, and ContactRoll shows what each row will do before it writes anything.