Contact Management
Keep your customer contact details in one place and up-to-date while gaining actionable insights into your business’s sales operations—all from one CRM software solution. Our drag & drop form builder simplifies collecting and managing client data for your funnels, operations, and onboarding needs.
Accurate and Efficient Customer Data Management
Struggling with a ton of customer data and no efficient way to process it? CRM-Aid transforms your customer data into valuable, actionable insights—all on one user-friendly platform. Update records and stay informed about the latest developments, empowering your entire team.
Record, Understand, and Conquer
CRM-Aid benefits the entire company. Sales teams gain better insights into their pipeline and performance, while marketing teams can make accurate forecasts using clear and accessible logs. It simplifies overall communication within the company, fostering transparency. Teams can set and work towards goals with complete visibility. Utilize our tag features for more efficient marketing and sales efforts.
Create Custom Fields
CRM-Aid's CRM features allow you to access critical customer data from anywhere, empowering you and your team to expand your business with all necessary tools conveniently accessible in one platform.
Discover Our Extensive Features
Offering Over 19 Features and Growing
See All Features
Explore wide range of features we offer to you
Affiliate Program Manager
Manage affiliate relationships and track referrals efficiently within your CRM
AI Sales Bot
Engage and qualify leads automatically using AI-powered chatbot interactions.
AI Content Generator
Generate personalized content and marketing materials using AI algorithms
Course Builder
Develop and deliver online courses directly within your CRM
Contact Management
Centralize and manage customer information and interactions effectively
Funnels & Website Builder
Build custom sales funnels and responsive websites to convert leads
FB & Instagram Messaging
Integrate messaging from Facebook and Instagram directly into your CRM
Integrations
Discover a world of integrations designed to enhance your efficiency and productivity
Inbound & Outbound Calls
Handle inbound inquiries and manage outbound sales calls seamlessly
Inbound & Outbound SMS
Engage leads and customers through SMS messaging for effective communication
Lead Sources
Track and analyze the sources of your leads to optimize marketing efforts
Mobile App
Access your CRM on the go with a dedicated mobile application
Ringless Voicemail Drops
Leave voicemails directly in contacts' boxes without their phone ringing
Sales Pipelines
Create multiple sales pipelines efficiently with customizable stages
Social Media Scheduler
Schedule and manage social media posts across platforms from your CRM.
Team Calendars
Coordinate schedules and appointments across teams with integrated calendars
Text/Email Blasts
Send bulk text messages or emails to segmented lists for promotional campaigns
Workflow Automation
Automate business processes to streamline operations and save time
