[ CRM.me Reviews ](https://www.g2.com/products/crm-me/reviews) [ CRM.me Reviews ](https://www.g2.com/products/crm-me/reviews) # CRM.me Features ##### ## Platform (13) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Reporting Displays standard reports at the end of each competition showing overall employee performance. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Enterprise Scalability Provides features to allow scaling for large organizations. Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. Show More ##### ## Sales Force Automation (9) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Show More ##### ## Marketing Automation (4) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Show More ##### ## Customer Support (5) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Show More ##### ## Integration (9) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Data Import & Export Tools Tools for importing/exporting data to/from the platform to support campaign setup and reporting. Integration APIs Supports extensibility through APIs to build and manage integrations with third-party tools. Breadth of Partner Applications "Offers a wide range of plug-and-play integrations with third-party applications. " CRM Integration Integrates with CRM software, which can help provide context to your mailing lists. Social Media Integration Integrates with Social Media platforms, which can help expand your reach. E-Commerce Integration Integrates with e-commerce platforms, which can link directly to your online store. Show More ##### ## Mobile & Social (3) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## Reporting & Analytics (5) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. A/B Testing Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. Basic Reporting Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates. Show More ##### ## Email Marketing (9) Email and Mobile Preview Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. Manage Email Lists List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. High-Volume Sending Ability to send thousands of unique, personalized emails per second. Building and Personalizing Emails Tools for designing, editing, and personalizing email content for recipients. Sending Outbound Emails Supports the ability to send outbound email campaigns to external recipients. Manage Email Deliverability Maximizes inbox placement by managing spam compliance and sender reputation. Automated Email Responses Automatically respond to user actions or triggers with predefined email messages. Multi-user Account Enables multiple users to login to the same account to maintain a single account for your entire marketing team. Surveys Ability to send secure and personalized survey invites to your contact list. Show More ##### ## Competition (6) Competition Templates Offers templates or examples of commonly used competition structures. Custom Competitions Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned. Team Competitions Set up competitions between groups of employees as opposed to competitions between individuals. Simultaneous Competitions Able to have multiple leaderboards and metrics running simultaneously for different groups of users. Competition Adjustments Easily modify leaderboards and goal metrics to support adjustments on how to motivate users. Awards and Incentives Provides sales teams with a list of rewards they can choose from based on high performance Show More ##### ## Employee Features (3) User Profiles Provides each employee with a user profile for personal statistics and progress. Notifications Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc. Mobile Mobile app or mobile optimized website allows participants to easily view scores on the go. Show More ##### ## Integrations (3) CRM Integration Integration with CRM software to access necessary metrics for the competition. Social Collaboration Integration Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition. TV Streaming Streams leaderboards and other competition-related news on company's TV. Show More ##### ## Templates (4) Text and Themes Allow users to edit text and themes on email templates Stock Images Provide a library of stock images to use for emails Proofing Offer email proofing capabilities Mobile Responsive Provide mobile responsive email templates Show More ##### ## Edit (3) Pre-Made Offer pre-made email templates Build Allow users to create their own email templates HTML Use drag-and-drop HTML editing to create email templates Show More ##### ## Logistics (4) Analytics Provide analytics reporting so that users can see how their campaigns perform Issues Allow for users to identify potential issues that would stop their emails from sending Integrations Integrate with email software or email marketing and marketing automation platforms Shareable Link Ability to share email templates via a link to collect feedback on the created emails easily Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - CRM (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Gamification (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Email Marketing (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Email Template Builder (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More [ ![Coevera](https://images.g2crowd.com/uploads/product/hd_favicon/158cff4b373ebc66321d73d3cd9818aa/coevera.svg "Coevera") Sponsored Coevera 4.6/5 (479) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") ActiveCampaign 4.4/5 (14,164) ](https://www.g2.com/products/activecampaign/reviews) [ ![Attio](https://images.g2crowd.com/uploads/product/hd_favicon/73a47d6db155919b2b73920ea27c859c/attio.svg "Attio") Attio 4.3/5 (483) ](https://www.g2.com/products/attio/reviews) [ ![Brevo Marketing Platform](https://images.g2crowd.com/uploads/product/hd_favicon/6e2ff100220158bc579d1ee68289d603/brevo-marketing-platform.svg "Brevo Marketing Platform") Brevo Marketing Platform 4.5/5 (2,443) ](https://www.g2.com/products/brevo-marketing-platform/reviews) [ View All Alternatives ](https://www.g2.com/products/crm-me/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Team Competitions](/glossary/team-competitions) Team competitions are contests between coworkers that can improve company culture and build camaraderie. Learn more about types of team competitions and how they can benefit organizations. [Case Management](/glossary/case-management) Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications. 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