Sell Software
CRM
A complete CRM for tracking businesses, contacts, pipeline stages, relationship notes, and files — all in one place.
Track every relationship from first contact to closed deal. The CRM gives your agency a complete system for managing businesses, contacts, pipelines, and everything in between.
Overview
The CRM is a full customer relationship management system built into Platfio. Track the businesses you’re selling to, the contacts associated with each business, and exactly where each deal sits in your pipeline. Keep detailed relationship notes, upload files and documents tied to each business, and never lose context on a deal again. It’s everything you need to manage your sales relationships without a separate tool.
Key Capabilities
- Business tracking — Create and manage business records with all relevant details in one place
- Contact management — Track contacts associated with each business, including roles, email, and phone
- Pipeline stages — See exactly where each business is in your sales pipeline and move deals through stages
- Relationship notes — Keep a running log of notes, conversations, and context for every business relationship
- File uploads — Attach proposals, contracts, briefs, and other documents directly to a business record