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HCM and Payroll CRM Dashboards

HCM CRM Software

The CRM Software Solution your HCM organization needs to build better relationships, save valuable time and close more deals. 

Contact Info at your Fingertips
Capture Every Interaction
Track Your Pipeline
Build Better Relationships
Experience The Platform

The Ultimate CRM Platform for Payroll, HR, Benefits & HCM Companies

Information at your Fingertips

Bandwidth for up to 1 million contact and company records available on the cloud, accessible from any device. 

When emailed through Gmail or Outlook, new contacts are added automatically. Business emails will also create a company record for you. 

The domain is then run through a database of 20 million+ businesses to automatically add important demographics such as revenue, industry, and other contact details.

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Payroll CRM Contact Record for HCM Prospects
Payroll CRM HCM Lead Activity Feed

Capture Every Interaction

Ever wish you could see exactly which prospects visited your website, read your email, or received a sales call all in one place?

Every prospect interaction and gets stored in their contact records and timelines. 

Sync up CRM with our Marketing Software and your website, and you’ll get deeper insights on the content your lead has consumed to personalize your approach accordingly. 

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CRM-ContactInfo

Track Your Pipeline 

Visualize success with deal stages that show where each prospect is in your payroll or HCM sales pipeline.

Stay organized and get the right content to the right people at the right time - no more guessing. 

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Payroll CRM HCM Sales Pipeline Dashboard
HCM CRM Payroll Sales Email Integration

Build Better Relationships

It's been said that relationship building is the new selling.

Make it easy to build better relationships with tools like live chat, team email, messenger bots, plus a universal inbox that your entire team can access from a single dashboard.

Manage and reply to all comments, questions, and concerns — regardless of the channel they came from.

 

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crm-chat

CRM Software Features that Payroll, HR, Benefits & HCM Companies Will Love

Contact Management

Store contact data, including name, contact history, email information, and much more. Do this for up to 1 million contacts.

Company Records

In addition to contact data, you can also store extensive amounts of company data. 

Contact Activity

View all engagements with your brand from a specific contact or company. This can include website visits, email opens, sales calls, collateral downloads, etc. 

Company Insights

If you provide our CRM with a company's domain name, our CRM will scan its extensive database for additional information and automatically populate the company record with what it finds. 

Gmail & Outlook Integration

Once you connect your Gmail or Outlook Inbox, our CRM will log compatible emails in your CRM.

Team Email

Our CRM has a universal inbox feature that will give your team a shared place to manage and respond to all customer queries, comments and conversations.

Deal Pipelines

Create deals to estimate the potential value of qualified leads. Track the leads through your sales pipeline, as you take them step-by-step through the buyer's journey you've associated with your deal. 

Tasks

Use tasks to assign to-do lists to yourself and your team. Stay organized and document exactly what needs to get done. Don't let anything slip through the cracks. 

Ticketing

Ticketing is a help-desk style tool that makes great customer service a breeze. Keep track of customer queries, assign tickets to the relevant departments/team members. 

All Paths Point to Growth

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