AIMcrm Screenshots

CRM Dashboard

This is the “big picture view” of what has occurred in the system since the user’s last login.

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CRM Dashboard Modules

Under ‘Choose Modules’ on the left, it’s possible to choose from a drop down list of nearly 20 categories of data and view those data in sections on the right bordered on the top by a blue bar. Any HTML or Javascript content can also be added to create unlimited Custom Dashboard Modules any time.

CRM Dashboard Modules/Graphs

This is a module that you can selcet that shows you graphs of information that you select.

CRM Dashboard Close Up

This is a closer look at what information that is you can select to display on the CRM dashboard.

Lead List

The Leads list is where all your leads will be displayed to you. You can refine what leads you would like to see by selecting what information you would like to include or exclude about your leads.

Lead List-Quick View

This is a quick view of a leads details using the hover chevron on the left of a peticular lead.

Customizable Lead List

You can customize what information you want to see by using our advanced refinement feature. You simply click on the drop down and select what you would like to include or exclude in the leads list. It can be open, closed, won, and lost leads or by website, campaign and many other refinements.

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Lead List-Mass Action Controls

In this section it is possible to manually perform one of over 50 actions on as many as 100 leads at a time. This includes change the status/substatus, reassigning the lead to another group/user, mass email, export to csv (Excel) file, price and sell leads, credit an affiliate, or simply delete.

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Edit-Lead History Tab

This is where it’s possible to view ALL user activity around a particular lead. Total transparency makes accountability much easier for sales managers. See which people are your highest performers.

Edit-Lead Email Tab

When contacting a lead by email, it’s possible to view and choose from a list of email templates that you create. Graphics and other design choices are possible in the comprehensive WYSIWYG editor. Here you will also be able to see what emails and if any emails have been sent out to the contact.

Customize Feedback Forms

You Have the ability to customize forms with customized fields For your websites. No Programing Necessary. Just simply copy and paste the javascript code where you want the form to show up on your website.

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Customize Form Fields

This a a closer look at the fields that you put into your forms. You can ad what ever field you would like to any form that you create.

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Customizable Email Template

You can create customizable email templates to send to your potential Clients/Customers.

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Import Contacts/Leads

You have the ability to import contacts from a list you create.

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Tasks Calendar

View The Tasks That You Have Created for Your Sales Team on Our Calender.

Campaign Management-Analytics

AIMcrm has a robust campaign management features. You will have the ability to view analytics for your internet marketing campaigns, Yahoo, Google, Bing and others.

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Manage Groups of Users

Mange all of your users and organize them into groups, sub-groups, each with their own private labeling and permission settings.

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Manage Multiple Users

Mange all of your users in one place. Set the users permission level as Admin, User, Affiliate or Clients.

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Access Control Panel of Users

The access control panel will give full controll of how a user can use the CRM software.