# CRM.me Reviews **Vendor:** VeerOne **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 35 ## About CRM.me CRM.me is a cloud-based customer relationship management (CRM) platform designed to streamline marketing, sales, and project management processes. By integrating gamification elements such as points, badges, and leaderboards, CRM.me enhances user engagement and productivity, transforming routine tasks into motivating challenges. This approach fosters a competitive environment that drives team performance and accelerates business growth. Key Features and Functionality: - Marketing Automation: Facilitates the creation and management of email campaigns, autoresponders, and lead capture forms, enabling targeted outreach and efficient lead nurturing. - Sales Management: Offers tools for lead tracking, opportunity management, and customizable dashboards, providing a comprehensive view of the sales pipeline and aiding in informed decision-making. - Project Management: Includes features like task assignment, progress tracking, and collaboration tools, ensuring teams stay organized and meet project milestones effectively. - Gamification: Incorporates elements such as leaderboards, badges, and rewards to motivate users, enhance engagement, and promote a culture of achievement within teams. - Integrations: Seamlessly connects with platforms like Google, Outlook, and Exchange, allowing for efficient synchronization of emails, contacts, and meetings. - Reporting and Analytics: Provides advanced reporting tools to visualize data, analyze results, and generate insights that inform strategic decisions. Primary Value and User Solutions: CRM.me addresses common challenges in CRM adoption, such as low user engagement and complex interfaces, by offering an intuitive platform enriched with gamification. This not only makes the CRM experience more enjoyable but also encourages consistent use, leading to more accurate data and improved customer relationships. By consolidating marketing, sales, and project management functionalities into a single platform, CRM.me eliminates the need for multiple disparate tools, thereby enhancing operational efficiency and reducing costs. Its customizable features and scalable pricing plans make it suitable for businesses of various sizes, ensuring that organizations can tailor the platform to meet their specific needs and grow alongside their evolving requirements. ## CRM.me Pros & Cons **What users like:** - Users appreciate the **intuitive interface** of CRM.me, making it easy to learn and efficient for managing information. (5 reviews) - Users praise the **intuitive interface** of CRM.me, facilitating quick learning and easy access to patient information. (2 reviews) - Users find CRM.me **simple and direct** , making their experience straightforward and enjoyable. (2 reviews) - Users value the **workflow automation** in CRM.me, enhancing efficiency in managing sales and tasks effectively. (1 reviews) - Users appreciate the **workflow automation** capabilities of CRM.me, making sales management more efficient and streamlined. (1 reviews) - Automation Features (1 reviews) - Contact Management (1 reviews) - CRM Features (1 reviews) - Customer Management (1 reviews) - Users value the **ease of learning** with CRM.me, enabling quick staff training and efficient patient data management. (1 reviews) **What users dislike:** - Users find the **difficult usability** of the CRM.me mobile app frustrating, especially when accessing detailed patient charts. (1 reviews) - Users find CRM.me's setup **difficult and time-consuming** , with cumbersome integrations causing frustrating manual workarounds. (1 reviews) - Users find CRM.me's **email management cumbersome** due to time-consuming setups and lacking integrations, leading to extra manual tasks. (1 reviews) - Users find the **integration issues** with popular tools tedious, leading to extra manual work and frustration. (1 reviews) - Users are frustrated by the **lack of seamless integrations** with essential tools, leading to inefficient manual workarounds. (1 reviews) - Limited Customization (1 reviews) - Users find the mobile app **clunky and less robust** than the desktop version, hindering their ability to view patient charts efficiently. (1 reviews) - Users find the **mobile experience lacking** , struggling with clunky navigation and endless scrolling for detailed patient information. (1 reviews) - Setup Difficulty (1 reviews) - Time-Consuming (1 reviews) ## CRM.me Reviews ### 1. Easy Contact Management and Interaction Tracking in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Hegel A. | Data Annotator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about CRM.me?** What I like best about CRM.me is how easy it is to manage contacts and track interactions in one system, which helps improve organization and follow-ups. **What do you dislike about CRM.me?** CRM.me has some limitations in advanced customization and automation features, especially for more complex workflows, but it remains effective for basic CRM tasks. **What problems is CRM.me solving and how is that benefiting you?** CRM.me helps solve the challenge of organizing customer information, tracking interactions, and managing leads in one centralized platform. This makes it easier to monitor follow-ups, stay consistent with communication, and keep the sales pipeline structured. As a result, it improves efficiency, reduces missed opportunities, and supports better relationship management with clients. ### 2. Excellent Tool for Scheduling Tasks and Tracking Pipelines! **Rating:** 5.0/5.0 stars **Reviewed by:** Nataly B. | Finance manager, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about CRM.me?** very good tool, possible to schedule tasks and monitor its execution, very good way to track pipeline **What do you dislike about CRM.me?** sometimes not working calls option. but in general we like it very much **What problems is CRM.me solving and how is that benefiting you?** we use it for construction pipeline - overview. projects from first discussion with clients till last construction phases. ### 3. Intuitive Interface, Streamlined Patient Data Management **Rating:** 4.5/5.0 stars **Reviewed by:** Krishna U. **Reviewed Date:** December 12, 2025 **What do you like best about CRM.me?** I like how CRM.me stores patients' information in one place, making it easy to access. The intuitive interface is great because it didn't take much training for our staff to quickly learn how to upload and retrieve patient files. This logical setup means we don't have to spend days training new staff, saving us a lot of onboarding time. I also appreciate that CRM.me integrates with Outlook or Gmail to sync patient appointments and email communications, keeping our calendar up to date without double booking. The initial setup was surprisingly easy, and the import tools worked well for migrating our old Excel data, allowing us to get most of our patient records running within a few days. **What do you dislike about CRM.me?** The mobile app experience isn't as robust as the desktop version. It can be a bit clunky when trying to view detailed patient charts on a smaller screen. The main issue is viewing detailed patient histories on a small screen. On the mobile app, you have to scroll endlessly to find specific notes or test results. It needs a better summary view for mobile. **What problems is CRM.me solving and how is that benefiting you?** I use CRM.me to centralize patient information, eliminating physical files and spreadsheets, which saves our team hours weekly. Its intuitive interface reduces onboarding time as staff quickly learn to locate records, and integrating with Outlook helps avoid double-booking appointments. ### 4. Solid, Quirky CRM with Strong Core Features—But Setup and Integrations Need Work **Rating:** 3.5/5.0 stars **Reviewed by:** Nicholas S. | Conference & Event Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about CRM.me?** CRM.me feels like a solid, slightly quirky CRM that tries to do more than just basic contact management. It has a full set of core features: contacts, deals, tasks, dashboards, and workflow automation. It can handle a pretty typical sales or small-business pipeline without a problem. **What do you dislike about CRM.me?** CRM.me's setup can feel overly fiddly and time-consuming, especially if you're just looking for something quick to jump into without a ton of customization tweaking. The lack of seamless integrations with popular tools like email platforms or calendars is a real pain, forcing extra manual workarounds that eat into your day. **What problems is CRM.me solving and how is that benefiting you?** It is solving basic association management - project management type of tasks. ### 5. A simple and practical CRM for sales teams **Rating:** 4.0/5.0 stars **Reviewed by:** Paola Z. | Gerente de Ingeniería de Procesos, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about CRM.me?** What I like the most is that the interface is very intuitive and easy to use. You don't need to be an expert to start working with it. Additionally, the customization of fields and processes is quite flexible, which helps to adapt it to business needs without complications. **What do you dislike about CRM.me?** Sometimes, integrations with other tools are somewhat limited or require additional configurations. Also, I would like the reports to offer more customization, without having to rely so much on predefined templates. **What problems is CRM.me solving and how is that benefiting you?** Before, it was complicated to have complete visibility of the status of each client and opportunity. With CRM.me, I can see everything in real time, which helps me make faster decisions and improve communication with the team. This translates into fewer errors and more closed sales. ### 6. Packed with Detailed Options for Effortless Sales Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Tharsnath J. | Mortgage Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about CRM.me?** Has a lot of detailed options, great for sales tracking adding new clients. Excellent technology and has great features within **What do you dislike about CRM.me?** I don't have anything negative to say about CRM. **What problems is CRM.me solving and how is that benefiting you?** Getting information and clients in sections to keep track and be organized as you manage your business ### 7. Makes Everything Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Juan R. | Lead Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about CRM.me?** makes things easy for you and I love using it **What do you dislike about CRM.me?** everything is good on my end i love the system **What problems is CRM.me solving and how is that benefiting you?** Ai setting up the calender appt for you ### 8. To the point **Rating:** 5.0/5.0 stars **Reviewed by:** Cornelius M. | Infinite banking specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about CRM.me?** I love how direct the product is. Use is straight to the point. **What do you dislike about CRM.me?** It could be improved in regards of outreach. **What problems is CRM.me solving and how is that benefiting you?** Communication ### 9. Survey **Rating:** 5.0/5.0 stars **Reviewed by:** Chris S. | ASM, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about CRM.me?** Easy to use program. The CRM was found to be extremely useful and well-designed. **What do you dislike about CRM.me?** The communication throughout the process could have been better **What problems is CRM.me solving and how is that benefiting you?** Helping eliminate so many post sales issues. ### 10. Great experience using this tool for CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Vaibhav G. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2024 **What do you like best about CRM.me?** The Best part is each of team members can see their daily task, leads, sales pipeline. With time it becomes easy to use. **What do you dislike about CRM.me?** WhatsApp automation with each stage of prospecting in lagging. **What problems is CRM.me solving and how is that benefiting you?** Automatic email to customer at each stage starting from inquiry, followup, reminder ### 11. Nice and good **Rating:** 2.5/5.0 stars **Reviewed by:** Mohammed A. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about CRM.me?** CRM.me integrates seamlessly with my other essential tools, making my workflow smooth and efficient **What do you dislike about CRM.me?** Some users mention that CRM.me's capabilities can become limited for larger teams or more complex workflows. Consider if the platform can grow alongside your business needs. **What problems is CRM.me solving and how is that benefiting you?** Personalized communication and proactive follow-up through CRM.me can build stronger relationships and lead to repeat business. ### 12. wonderful Customer experience management too; ! **Rating:** 5.0/5.0 stars **Reviewed by:** Kanishk B. | consultant, Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2023 **What do you like best about CRM.me?** It helps me collate all my customer and their categories according to my segments ! Customer segmentation, customer targeting, positioninig and then accordingly setting up plans **What do you dislike about CRM.me?** compared to other competititors it can do slightly better, but for this proce range it is okay **What problems is CRM.me solving and how is that benefiting you?** We use it for CRM, marketing and even in sales. the gamification helps created sales targets for our agents and keeps them motivated for the same ! ### 13. My experience in a nutshell is, outstanding! **Rating:** 5.0/5.0 stars **Reviewed by:** Craig W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about CRM.me?** If you want fresh, laser-targeted leads for your business, Instanlty is what you need! The support team is very helpful, with a quick response time. The leads that you get are clean leads! Thank you Instantly for a great experience and a wonderful platform! Craig Warren: http://homebusinesssetup.com. **What do you dislike about CRM.me?** Everything to me is self-explanatory! There is nothing dissatisfactory. **What problems is CRM.me solving and how is that benefiting you?** The automation is what I like! ### 14. Perfect **Rating:** 4.5/5.0 stars **Reviewed by:** Naveed S. | Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about CRM.me?** CRM.me is user friendly, easy to understand and very pretty simple **What do you dislike about CRM.me?** To be honest, there is nothing to be disliked it pretty striaght forward. **What problems is CRM.me solving and how is that benefiting you?** Email marketing, ease of use on email marketing and managing leads ### 15. A Seamless CRM! **Rating:** 4.0/5.0 stars **Reviewed by:** Gautami S. | Cloud Services & Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** May 30, 2023 **What do you like best about CRM.me?** I've used multiple CRMs in my past roles in the Analytics domain. CRM.me is jam-packed with features that an ideal CRM should have. An attractive UI, various charts available for plotting data and decent tracking of sales leads. One of my job responsibilities was analyzing sales data, and all the features provided to filter out the leads and manage them through a pipeline improved my team's efficiency. **What do you dislike about CRM.me?** As per my usage, I did not dislike anything. Some might find the pricing higher, but I believe the functionalities make up for it. Apart from this, everything was okay. **What problems is CRM.me solving and how is that benefiting you?** Project managers would LOVE this, as a remote team requires a thorough organization of well-defined and documented tasks. My experience so far has been good. Certainly improved my team's collaboration. ### 16. CRM.me - Highly Customized App **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2023 **What do you like best about CRM.me?** The best features I like most about CRM.me are packaged solution features required for sales, including managing customer relations and providing service, its Sales & Marketing suits, its mobile app, and a high degree of customization integration with multiple apps. **What do you dislike about CRM.me?** Its Complexity and High Pricing is features that can be improved. High customization brings high complexity, hence requiring tool-specific training to operate. The user interface could be better. Pricing is slightly on the higher side compared to the value provided. **What problems is CRM.me solving and how is that benefiting you?** Multiple problems have been solved by using CRM.me; first and foremost, it provides a centralized database for all the sales-related data - lead generation, customer relationships, provided helpful marketing insights. It streamlined crm related workflows for us, and improved sales performance by sales forecasting and opportunity management. A convenient mobile interface to use. ### 17. Best sales CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sandhya K. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2023 **What do you like best about CRM.me?** Better Tracking of leads, Better buying intent analysis, Communication with Email,SMS & WhatsApp integration, Better Sales conversions, and Better after-sales service. **What do you dislike about CRM.me?** There is nothing I can say that I dislike about CRM, My experience using this platform has been really amazing, but sometimes it can't provide the best services in terms of communication phase. **What problems is CRM.me solving and how is that benefiting you?** Sales management Software helps me track activities, grow my pipeline, and manage customers. Create beautiful reports that help me make important business decisions. ### 18. Review CRM application **Rating:** 4.5/5.0 stars **Reviewed by:** pavan h. | Abbyy And RPA consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2023 **What do you like best about CRM.me?** Project Management, Marketing and Sales Management **What do you dislike about CRM.me?** Application UI is a bit confusing for starters **What problems is CRM.me solving and how is that benefiting you?** Marketing for the solutions or products we build. Helps build competition within sales team. Offers Rewards and challenging tasks for users. Helps in tracking and comparing the status with other users. ### 19. CRM review! **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha R. | Medical admin assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2022 **What do you like best about CRM.me?** CRM is very helpful in my day to day work functions. It is a user friendly application and allows me to navigate what I am looking for quickly. **What do you dislike about CRM.me?** There will be moments where it is slow to load or if I search a clients email or phone number it will erase it so I will have to retype it **What problems is CRM.me solving and how is that benefiting you?** It allows me to look for any clients of our companies very quickly. I like the options of looking for clients in different ways other than just searching their name, ### 20. Experience Review for CRM.me **Rating:** 5.0/5.0 stars **Reviewed by:** Darshan M. | Senior Sales Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2022 **What do you like best about CRM.me?** CRM.me has justified Cloud for Customer in best possible manner. It helped to manage leads, opportunities, project pipeline, sales target & monitoring sales activities via dashboards alongwith reports. Overall it acted as best tool for Sales Professional in B2B scenario which encompasses Sales,Marketing & Project Management functions. **What do you dislike about CRM.me?** There is nothing that I could comment that can be disliked for this software. There are no features that can be under non working category. No scope of improvements applicable to the best of my knowledge. **What problems is CRM.me solving and how is that benefiting you?** It helped me to solve problems of Sales data integration alongwith data analysis for better decision making. Helped to run marketing campaigns well & support for executing customer survey activity. It support for data management & data analysis to execute sales process efficiently. It added to my productivity for sure & gave financial benefits. ### 21. Not as good as some of the more established options **Rating:** 2.5/5.0 stars **Reviewed by:** Sean S. | B, Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2022 **What do you like best about CRM.me?** It is a functional CRM system, but honestly it's not as good as some of the big names that most companies use **What do you dislike about CRM.me?** Seems a bit clunky and counterintuitive, but maybe it's just that I haven't given it enough time to learn **Recommendations to others considering CRM.me:** Certainly not my favourite CRM, but it does have the features needed to be functional so it might work for you **What problems is CRM.me solving and how is that benefiting you?** Managing customer relations, leads, contacts, etc. ### 22. Best automation software **Rating:** 5.0/5.0 stars **Reviewed by:** Christian C. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2022 **What do you like best about CRM.me?** I like how I can keep track of all my customers and keep them updated from one program. very easy to use. **What do you dislike about CRM.me?** I dislike the long load screen on my laptop. **What problems is CRM.me solving and how is that benefiting you?** I'm solving the communication and information delivery issues most businesses face. CRM.me help me realize the power of automation. ### 23. CRM.me **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** April 19, 2022 **What do you like best about CRM.me?** Project management software helps team stay organized, colloborate on tasks, track progress **What do you dislike about CRM.me?** Cost and security issues with CRM software **What problems is CRM.me solving and how is that benefiting you?** Reporting, integrations, social CRM and mobile access ### 24. CRM : A Best platform to manage Sales and Projects **Rating:** 4.5/5.0 stars **Reviewed by:** vipul j. | Executive sales, Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2021 **What do you like best about CRM.me?** - It is an intelligent and addictively fun way to manage sales funnel. - All in one, Cloud-based platform to manage sales pipelines, Automated marketing efforts, and manage Team projects. - Dashboard is customizable with lots of features. -It can improve response time to standardize and streamline the Sales processes, Pursue new leads. **What do you dislike about CRM.me?** -Sometimes its time cosuming and confusing to use it without proper guidance. afkjadvnkadkna fdkabjfbadjfajdfdafka fknad knajfjdfndbfkabdfka fkdadfjafkjadfkadbfkdaf kdan adbfkadbfkdafkdafkdafbkdafbkd **Recommendations to others considering CRM.me:** CRM.me is a great software to build loyal customer relationships for business growth. **What problems is CRM.me solving and how is that benefiting you?** -Increasing our sales with better customer relationship & loyal customers that has gained the profitibilty in our organization. -It ensusuring us to connect with prospects to provide a quality services to customers - ### 25. It's intuitive and easy to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Charlie M. | Social Media Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about CRM.me?** The upsides to the tool are that ramp-up time is pretty minimal. The interface is intuitive and user-friendly. Most people that don't have experience with robust CRM's will find this much easier to use. **What do you dislike about CRM.me?** There isn't whole much customization out of the box, however, it definitely gets the job done. **Recommendations to others considering CRM.me:** I would definitely give it a shot and recommend it. **What problems is CRM.me solving and how is that benefiting you?** Marketing automation solution that integrates and plays nice with users and other tools. ### 26. Crm gave me life for me at work, a great software! **Rating:** 5.0/5.0 stars **Reviewed by:** Rosario S. | C, Enterprise (> 1000 emp.) **Reviewed Date:** May 18, 2021 **What do you like best about CRM.me?** CRM is all in one. It lets you finalize payments, check inventory, and, most importantly, take care of the customer! **What do you dislike about CRM.me?** Depending on outages or how many users were on, speeds would slow down from time to time. It is a solid program, though! **Recommendations to others considering CRM.me:** For a big company like Dyson, this software is a perfect way for the company to stay organized. **What problems is CRM.me solving and how is that benefiting you?** We linked a program to CRM called resolve. It is precisely how it sounds. It's a resolution step process for our customers. ### 27. It is a very simple platform for customer engagement. **Rating:** 4.0/5.0 stars **Reviewed by:** Athar A. | Officer Grade 1, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2021 **What do you like best about CRM.me?** The most helpful thing about this is that it deploys CRM on the cloud with in 55 seconds. **What do you dislike about CRM.me?** Its not something I dislike but they should ad more features to the marketing framework so that I can track sales more conveniently. **Recommendations to others considering CRM.me:** Its a great software if you want to build a strong CRM team by which you can trace potential leads and track your marketing and sales progress. **What problems is CRM.me solving and how is that benefiting you?** I am solving all my problems regarding lead generation. It helos me track business leads as well as it stops me from pitching repetitively. ### 28. CRM is the most complete cloud-based platform that exists for marketing and sales data management. **Rating:** 4.5/5.0 stars **Reviewed by:** Jhon M. | Ejecutivo de activación y servicios, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about CRM.me?** Simple, friendly, easy to use, reliable and secure interface. **What do you dislike about CRM.me?** At the moment I can say that I have not found a serious error **Recommendations to others considering CRM.me:** The responsibility of a good platform is all that users need it is nice to have an interface like CRM. **What problems is CRM.me solving and how is that benefiting you?** Control of sales, management of marketing leads for data control. ### 29. Facts about How important to use from.me **Rating:** 4.0/5.0 stars **Reviewed by:** Amr M. | Senior Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2021 **What do you like best about CRM.me?** Till today all kind of business needed such software to you use crm system and for crm.me is such perfect software to use and help your organisation to achieve the goals **What do you dislike about CRM.me?** Like many softwares in market compared with prices ranging but I prefer the prices they are offer **What problems is CRM.me solving and how is that benefiting you?** The way that handling customers and sales campaigns is a little more different and easy to use ### 30. Awesome tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Jace P. | Implementation Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 25, 2021 **What do you like best about CRM.me?** Great tracking and organization of customer relations and interactions. **What do you dislike about CRM.me?** Initial set up and customization was a bit difficult but doable. **Recommendations to others considering CRM.me:** Lean on support during the initial set up! **What problems is CRM.me solving and how is that benefiting you?** We have been much more organized as an organization. A lot less stepping on toes because we are aware of interactions individuals have with customers. ### 31. CRM.me is the best business application. **Rating:** 4.5/5.0 stars **Reviewed by:** Anna D. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2020 **What do you like best about CRM.me?** The big advantage of CRM.me is having a lot of data for customer interaction and it works as an organization for customers and the organization is to create a clear image for its customers. CRM.me is a platform where we can identify our customers and we can target them for more profit. It gives us an effective and reliable result and this software gives us a great investment in sales and marketing. It increases the sales conversion process and also increases staff productivity and lower time cost. Another big advantage of CRM.me it eliminates the paperwork and it increases the ability of customers to do work which brings the real value of the organization. **What do you dislike about CRM.me?** There are some hazards to CRM.me and a big disadvantage of this software is that CRM.me is not suitable for all types of businesses. Some businesses where customers are highly standardized cannot be benefited by CRM.me. Its system works better when personalization is required but when it is in multiple touches then it does not work properly. **What problems is CRM.me solving and how is that benefiting you?** I have used this application for two years so I found it suitable for my business as well as yours if your businesses are related to this application and this is helpful for you. It also secures the time of customers which they consumed for the paperwork. The time which used employees for work is slashing busy-work and the slashing busy-work means profit increase per employee, increases the morale for stuff feels that the work of employees is more essential and beneficial. ### 32. Simple and smart CRM for managing customer relations. **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah Z. | Title Senior Account Manager - Public Sector Lead (North) , Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2020 **What do you like best about CRM.me?** CRM.me is an online solution for solving issues of sales management and for engaging customer satisfaction. It is all in one tool which lets me manage sales, marketing, and project tracking in one place. It helps me to track sales activities to increase customer satisfaction and manage pipeline. Dashboard is designed perfectly which provide me all the detail about sales processes. It let us customize the sales process with ease and also automate workflow for better productivity. It gives me all detail of customers which is very handy for me to contact with customers any time for discussing further issues via email. **What do you dislike about CRM.me?** It also has some issues which I face during work with it one of them is its reports feature doesn't design well and prices of subscription I find high for small businesses. Design of this tool is a bit complex for new users so it needs more frequent updates for solving these issues. **What problems is CRM.me solving and how is that benefiting you?** CRM.me is a customer relations manager and a project tracking tool and it gives us all the detail about our sales and about project progress. I use this application for dealing with customers and it helps me to automate marketing strategies. it is compatible with all types of devices and delivers us the best experience for managing the business of sales. Customer care of this application is very friendly and help us to solve complex options. ### 33. Run your sales marketing and project with ease. **Rating:** 4.5/5.0 stars **Reviewed by:** Jamie P. | Manager in training, Enterprise (> 1000 emp.) **Reviewed Date:** June 16, 2020 **What do you like best about CRM.me?** CRM.me is a gamified application for sales and marketing management and lets track sales activities easily in one platform. Reports and dashboards are well organized in this application and provide me all details about sales on dashboards. It le me customize product feature and I can convert them easily as the requirements of the customer. All information on customer care in a single place and I can contact with customers at any time for further discussion. Its integration with social media applications let me introduce our sales in front of the online world for the automation of our product which is very useful for further business. It also lets me track rinning projects and let me check the progress of the product remotely from any device. **What do you dislike about CRM.me?** It only works with a fast internet connection and its performance goes very poor while working with a slow internet connection. Its interface is a little bit complex for new users and the lead management feature still lacking. Prices are economical for big companies but expensive for small businesses. **What problems is CRM.me solving and how is that benefiting you?** CRM.me is a great platform for managing customer relations and provides me complete service for product management. Activity management, Social media campaign, Sales automation, Lead management, Marketing automation, and project tracking are its efficient features that automate our workflow and let us collaborate with teams for upgrading business. It also has some limitations but still, works effectively for us. ### 34. Awesome, when it's working! :) **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2019 **What do you like best about CRM.me?** I loved the layout of CRM. It was easy to navigate, as well as easy to train people to use. I would compare it to the company Apple. Very simple, straight forward. **What do you dislike about CRM.me?** CRM would go down OFTEN when I was working in a department that used it. My department and trainees worked solely off of CRM so when it went down we couldn't work at all. **What problems is CRM.me solving and how is that benefiting you?** We were using it to pull and call leads to begin the homeloan process. ### 35. Review of CRM.me **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2019 **What do you like best about CRM.me?** The most helpful in CRM.me Marketing Automation software helps my nurture prospects and track results. Wonderfully integrated with sales management to help close more deals. **What do you dislike about CRM.me?** all is good in this software it is completely **Recommendations to others considering CRM.me:** I recommand this software because make your lifee easy to manage your departement **What problems is CRM.me solving and how is that benefiting you?** Marketing Automation and sales perform ## CRM.me Discussions - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/crm-me-what-are-the-3-main-elements-of-crm-software) - 2 comments - [What does CRM software include?](https://www.g2.com/discussions/crm-me-what-does-crm-software-include) - 1 comment - [What does CRM software do?](https://www.g2.com/discussions/what-does-crm-software-do) - 1 comment - [View CRM.me pricing details and edition comparison](https://www.g2.com/products/crm-me/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+20%3A10%3A01+-0500&secure%5Bsession_id%5D=4c0f6f4b-924a-4e29-8b44-72176cd17c09&secure%5Btoken%5D=5bcf953684a234de57eaec8d17a20733de24eebf87ee289c1e744cd841d3c17f&format=llm_user) ## CRM.me Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) ## CRM.me Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Email and Mobile Preview - Manage Email Lists - High-Volume Sending - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses - Multi-user Account - Surveys **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Competition** - Competition Templates - Custom Competitions - Team Competitions - Simultaneous Competitions - Competition Adjustments - Awards and Incentives **Templates** - Text and Themes - Stock Images - Proofing - Mobile Responsive **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Edit** - Pre-Made - Build - HTML **Agentic AI - Sales Gamification** - Autonomous Task Execution **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Integrations** - CRM Integration - Social Collaboration Integration - TV Streaming **Logistics** - Analytics - Issues - Integrations - Shareable Link **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Reporting - User, Role, and Access Management - Enterprise Scalability - Data Import & Export Tools - Performance and Reliability **Generative AI** - AI Text Generation - AI Text Summarization **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - A/B Testing - Basic Reporting **Agentic AI - Email Template Builder** - Autonomous Task Execution - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Email Marketing** - Autonomous Task Execution - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - CRM Integration - Social Media Integration - E-Commerce Integration **Employee Features** - User Profiles - Notifications - Mobile ## Top CRM.me Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,137 reviews) - [Attio](https://www.g2.com/products/attio/reviews) - 4.3/5.0 (424 reviews) - [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) - 4.5/5.0 (2,432 reviews)