There is no other sales lead management software that has the simplicity and power of AIMcrm. The CRM software is a web based customer relationship management software with many features. The CRM software allows you or your sales team more time to work on closing leads instead of wasting time on all the mundane tasks that you normally have to do with-out a CRM solution or when using our competitors CRM. AIMcrm has all the tools you need to make life easier.
Have all of your leads from different sources delivered into one CRM Software System. It is simple to do and our support team is always available to guide you and/or import the leads for you.
| Web Form | |
| Set up dynamically generated forms for your website that posts lead data to your CRM system. | ![]() |
| CSV Import | |
| If you have leads in a spreadsheet, they can be easily imported. | ![]() |
| HTTP Post | |
| Set up a post from your current web forms, or from your lead vendors. |
| Email Parsing | |
| AIMcrm can capture the lead data from email. |
| Data Export | |
| Export leads in as a comma separated values (CSV) file, tab separated values (TSV) file, or a Microsoft Excel document. |
AIMcrm lead management software makes setting and viewing the lead status elementary. You can set the status to the built in status settings and/or to a custom sub-status that you create. You can set any lead to a status such as:
All leads have a Lead Attention Meter™, which is a visual representation of how long it has been since someone last had any activity with a lead. You can specify the amounts of time that a lead will change from green to yellow, yellow to red, and red to neglected.
The advanced lead management system which handles your incoming leads will automatically recognize whether a feedback form has been submitted more than once by the same visitor. If all the fields you have specified is an exact match, then the system will handle the duplicates in one of three ways:
Be alerted instantly if a new lead entering your CRM, or when tasks come up due. Create custom email notifications with AIMcrm Sales Force Automation. Notify your users of lead neglect, leads being transferred, or the like. You can also create custom tips and notifications of news within your organization.
Don’t forget all the little things that need to occur during the sales process by creating Tasks with reminders. Create tasks to remind of follow ups, or any steps within your sales process.
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| Create Tasks | Task List | Calender |
Choose which information you do or do not wish to view in your main contact view screen. The Lead List is filterable in so many different ways. Purposefully developed and designed with usability and customizability in mind, the ways in which the lead list can be filtered (and cross filtered) are nearly limitless.
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| Customized List | Analytics | Fields | Teams |
Search for any piece of information within your CRM system. Do a general search within all the information for any contact, or search specific fields for information.
You can make forms for your websites that submit information directly into your CRM, or create internal forms for the use of your team. You can capture and store as much information in as many fields as you would like. Completely customizable.
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| Builder | Layout | Fields | Example |
A visitor to website will often chose to call your phone number rather than complete the web form. With AIMcrm you can use our dynamic telephone tracking system to identify what campaigns are producing calls. What the tracking system does is take unique phone numbers that are associated with a particular campaign and displays the phone number on your website that is associated with that campaign.
Easy to set up and use internet marketing campaign tracking. Track Google AdWords, Bing, and Yahoo Pay Per Click (paid search results). This is imperative to getting better return on investments of internet marketing. You will be able to simply see which campaigns are producing leads and which campaigns are producing sales and/or course of action desired. All you have to do is simply create a campaign then add a tracking string to the end of your ads URL. The tracking string and URL will look similar to this: www.yourwebsite.com/?apcid=44
As a jumping-off point for your activity in the rest of the AIMcrm lead management system, the dashboard provides a snapshot of the CRM software activity since your last login. Get a “big picture” of which items must be tackled first by selecting from a list of 18 modules. Simultaneously view 6 modules of data.
Get an actual dollar amount opportunity for the lead based on the products or service they’ve purchased.
Track detailed information from the beginning to the end of your sales cycle.
The visitor tracking code is the first step to tracking your web analytics. This is accomplished by adding simple tracking strings to your websites and your conversion pages. Once this is set up you will begin to collect data on your visitors to your websites. You will be able to gather information on keywords used in search engines to find your website, what referring URL sent traffic to your site, what page on your website lead to a conversion and then to a close .
The Data mining feature for creating custom marketing reports is one of a number of analytical tools for analyzing data. With advanced refinement you can drill your data down based on 32 different possible criteria. This can be used to increase revenue, cuts costs, or both. You can create reports with the following date:
The file attachment and document management feature, which allows files to be uploaded to the AIMcrm system, acts as a central repository for your important business documents. You never need to wonder if you’re editing the most recent copy or where it’s been saved. When you’re using AIMcrm, your entire workplace shares a single file location. Additionally, files can be attached to each contact in your system. Documents can be created and simply attached to their contact. The document will stay there forever, easily accessible. Need to view the quote you gave to a prospect last May? Just open up the contact, and click to view the quote attached to that lead.
You can effortlessly create email templates that can be sent out to leads in mass, individually, or in automated email campaigns. Create drip email campaigns that maintain top-of-mind recognition and nudge your prospects to make a purchasing action. You can set the system to automatically send out emails without human intervention, or choose from one of your existing templates to send a merged email to your prospect on-demand.

Create and save customized emails and email templates that you can use for your drip email campaigns. Once created, simply select a lead and then select an email template or drip email automation to send. You no longer have to send mass emails with an email client.
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| Templates | Legends | Automations |
Our CRM Email Marketing Software allows you to set up automatic campaigns that send emails based on a time frame. For example: you can set an automation to send and e-mail to new leads such as “Thank you for contacting us ect…”, or “haven’t heard form you about our product ect…” and so on.
Manually configure the system to handle drip email campaigns based on your refinements of the leads. The process is simple:
External files can also be sent as email attachments. Whether you’re creating emails manually through the lead detail page, or using AIMcrm’s marketing automation functionality, a specific file can be attached to any email. Simply attach the file to lead or upload it to your file depot, and then choose it as an attachment from a drop down menu. Just click send, and it will automatically be emailed to the lead.
Also, the lead importing system has been engineered to allow the automatic attachment of files to leads upon import. Simply ZIP all your files into a single archive, download the AIMcrm import template and the system will create your leads and automatically attach any number of files to each lead.
Control what users can view and create custom links and buttons
Manage and track your advertising and lead generation campaigns
Automate steps of your sales process to sell more efficiently
Manage and monitor all your sales team’s activity
Resell leads and offer your clients a CRM account as added value
During this time when theft of personal information can have disastrous consequences, we realize the importance of protecting all data. Using the highest standards for those industries that are most vulnerable to the theft of personal information (health care, financial, etc.), we’ve aligned ourselves with others who provide the strongest security possible. Your data is secure behind many levels of security, physically as well as on the web.
Friendly, in-house tech support is available to you 24 hours a day, 7 days a week for the life of your account. We pride ourselves on the relationships we build with our clients. This support will always be there for you, but what usually happens is that eventually we stop hearing from our clients. We suspect it’s because, like small birds, they’ve learned to use AIMcrm and now they’re flying independently, managing a successful, profitable business.
At AIMcrm, we look at the relationships with our clients as mutually beneficial partnerships in which both parties are committed to the success of the other. If you don’t succeed, we don’t succeed. This means the expertise within our company is available to you as part of your contract with AIMcrm.