Funnel

Funnel

Product Name
Funnel – Simple Online CRM

Company Website: http://funnelnow.com/  
Year Founded: 2015
LinkedIn: NA
Twitter:@Funnelnow
Facebook: NA

Creator(s) / Founder(s) :
Dragan Babić

What it does:  

Funnel is an intuitive CRM tool that can help your small business or freelance practice without the bloat of features popular and complicated systems bring. Funnel automatically captures your customer information and creates a dedicated workspace outside your email inbox for you to work on your leads and deals.

Why you need this:

This tool is made to save you time from complicated workflows, and bulky feature sets. This CRM tool is used by many to increase customer satisfaction by always having up-to-date information about their needs (scheduling, previous conversations, e-mails, and deliverables). It is also used to work with your sales team from within a central location, and organize your sales planning tasks online.

The idea behind it.

Whether your business is small or big, if you are in contact with your customers, you need this CRM tool to keep track of contact with our customer base. It is developed to provide you with the tools to handle your sales process and lead tracking needs.

What Bob likes

Bob has used different CRM and he is happy with Funnel as it has more than enough functionality and flexibility to adapt to his business and yet a very accessible price for this range of products.

What it doesn’t have or doesn’t do

It looks very similar to ContactMe.  

Bob Mini Review

Bob helped a client a few months ago and decided to implement Funnel right from day 1 to give their sales force a tool to manage their leads and sales opportunities. The set-up proved to be easy and the integration with Gmail was a huge plus so they could sync up their emails and see them directly inside the CRM.

Creating a contact form is easy using the form builder. You can structure your form without any required technical knowledge. Once you’re done, all you need is to paste a couple of lines of code where you want the form to appear on your page or website. It also works as an email management tool to help you put all your work inquiries in a special place. No longer do you need to search through your mail inbox in order to find that important messages, as everything will be right there in Funnel properly labeled with the stage of the sales process they are in. Cool eh? It also helped the company in managing their contacts’ basic information. It allows them to create a profile for their customers based on what they enter into their forms, which they can update whenever they wanted to. Also, it allows them to put together rich messages in the form of an estimate or a quote for your product or service, and according to Bob, it has given their company a good impression as they send nicely formatted proposals to all their potential clients.

Should  you try it?

Give it a try, test the service in full by creating 10 cases for free.

Includes FREE Trial?  As of this writing, Funnel does not have a free plan available. However, their free trial is not time-limited and allows you to test the service in full by creating 10 cases for free.

Pricing:

PRO PLAN – $8.00/mo

  • Unlimited forms
  • Unlimited number of cases
  • Unlimited number of contacts
  • Gmail integration
  • Self hosted forms
  • Ideal if you have many sites/contact forms, or want to code your own forms.

STANDARD PLAN – $4.00/mo

  • Unlimited One form
  • Unlimited number of cases
  • Unlimited number of contacts
  • Gmail integration
  • This is the plan for you if all you need is a single contact form.

 

No Comments

Post a Comment