This article will give you an overview of Snov.io CRM tools that can help you streamline your sales process, improve team collaboration and drive better results.
Snov.io CRM helps you сreate and track pipelines and deals with interested leads at every stage of your sales process.
CRM is free and available on all plans. To use CRM as a Team and have shared access, upgrade your account to Pro 5K or higher.
You can assign responsible members (to deals) and view each other's deals, lead notes and statistics. Find out more about using Snov.io CRM as a team.
To manage your deals in the CRM you can:
- create multiple custom pipelines: reflect the deal stages leading your prospects to a conversion
- manage and prioritize deals: manage up to 10,000 deals, track their status, add tags to filter and prioritize them
- import deals: create new or update ongoing deals in bulk from a CSV file
- share data with your team: assign deals and tasks to members, track team's progress in important deals
- schedule tasks: sync your CRM tasks with Google Calendar to never forget about a follow-up, meeting or call
check deal history: view the full communication timeline to plan your next steps or identify areas for improvement
You can also add expected deal value and track potential total ROI in Reports.
Below, you can check the number of customizable pipelines, deals and custom data fields that you can create in all plans:
Watch a quick Snov.io CRM overview:
To access CRM, you need to sign up or log into your Snov.io account. Go to the Deals tab to start creating deals. Learn how to create your first deal.
If you have a question that we haven't covered, feel free to reach out to our Customer Care team. You can contact us at help@snov.io or through live chat. We're here to assist you!
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