Features

All Your Leads in One Place

Keep all your lead information in one database with different methods for lead capture.

• Web Form Submission
  • Easy to Create Web Forms and Form Fields
  • Simple Form Code For your Website
  • Custom Form Field Validation
• HTTP Post
  • Post Data From Your Lead Vendors Directly
  • Post Data From Your Current Web Forms
  • Parse Emails for Lead Information and Post directly to the CRM
• Lead Import
  • Import Lead Information in a .CSV File
• Manual Entry
  • Enter Leads Directly as They Come in Over the Phone with an Easy interface

Sales Lead Management

All the tools you need to manage sales leads efficiently.

• Lead Attention Meter
• New Lead Alerts
• Tasks With Reminders
• Customizable Contact List
• Custom Statuses/Dispositions
• Searchable Database
• Leave Timestamped Notes
• Send Custom Emails or Personalized Email Templates
• Attach Files to Leads
• Track Events and Activities

Customizable Interface

Control what users can view and create custom links and buttons

• Create Sidebar Buttons Going to AIMcrm Pages or Outside Content
• Create Custom Menu Links
• Create Custom Dashboard Modules.
• Create Custom RSS Feeds

Campiagn Management

Manage and track your advertising and lead generation campaigns

• Automatically track Pay-Per-Click and all online advertising.
• Set up automated email campaigns.
• Generate telephone campaign tracking numbers

Sales Force Automation

Automate steps of your sales process to sell more efficiently

• Delegate Leads
• Send Notifications of Events
• Send Drip Mail Marketing Campaigns
• Create Tasks with Reminders
• Set Statuses
• Validate Contact Information
• Update Contact Information

Sales Team Management

Manage and monitor all your sales team’s activity

• Timestamped Logs of User activity
• Take Complete Control Over User Access Rights
• Admin Log In as Any User

CRM and Lead Reselling

Resell leads and offer your clients a CRM account as added value

• Set up Automated Lead Delivery
• Bill Clients Directly Through the System
• Moderate Refunds
• Resell the CRM software
• Mark Up User Fees