Manage your clients, track and score your leads, and monitor your sales pipelines with
our comprehensive Client Relationship Management tool.

A Better CRM

No More Guessing About Your Contacts.

Documents, spreadsheets and index cards are not the way to manage your clients or grow your business.  With senegalCRM you and your team get the full picture of your client relationships so your sales team can stay on top of client requests and win more deals.

 

Relationship Management

Maintain A Complete Picture Of Each Client Relationship.

Add company and contact records and log your sales activities. With the whole relationship in one place you can have confidence that you, and your team, have a grasp on every deal. Integrate with senegalMARKETING to automatically drop clients into relevant and informative drip campaigns – keeping them connected to you and your company.

Lead Tracking

Stay On Top Of Every Lead, Every Time. 

Automated, custom workflows save you time and resources by systematically assigning leads to the right salesperson once a lead comes in, and sending a notification to the salesperson so they can respond quickly to the new lead.

 

Workflows


Eliminate mundane tasks by automating your day.  Use our out-of-the-box workflows, or create your own, to save hours of time by automating much of your daily work.  With everything automated you will have more time to spend with your talent and clients.

Reporting


Whether you use our out-of-the-box reports or create and save your own, you can quickly and accurately access information you need when you need it so you can monitor and track leads, contacts, opportunities, and more.

Sales Growth Funnels

Watch Your Business Grow.

Quickly add opportunities and track all of your opportunities with drag-and-drop Sales Pipeline boards.  Stop guessing how your company is growing, and spend more time nurturing relationships knowing that your pipeline is working with you, not against you.

Lead Scoring

Score & Prioritize Your Leads.

With our custom ranking system you can score and prioritize leads so you and your team can focus on what matters most – closing the deal.  Now you can follow up with the leads ready to close or those who need more nurturing without any guesswork.

Email Integration

Integrate With Gmail or Outlook.

Never lose track of your emails with our integration into Gmail and Outlook.  Now you can manage your email communications with your clients right in their profile – regardless of whether you are on your computer or mobile device.  No more bouncing between software platforms to manage your relationships or your communications.

Calendar


Track your tasks, jobs, campaigns and more with a color-coded calendar.  With one view you can manage and monitor all your activities, and quickly add or edit records to the calendar, as well as see a snapshot of each calendar entry.

Dashboards


Quickly adapt to changing conditions and identify trends for all of your leads, opportunities, salespeople and sales pipelines with our easy-to-use widgets that display key metrics for the information that is important to you on a configurable dashboard.

Ready to manage your client relationships better?