Samdock CRM is designed specifically for small businesses to manage leads, customers, and tasks in a structured and efficient manner. More
Samdock KEY FEATURES
Separate lead management
Pre-qualify your leads
If you face any of these issues
- Being unstructured in sales and customer management
- Being overwhelmed by administrative stuff instead of doing actual sales
- Losing time and potential customers while taking care of leads with no potential for a sale
- Not recognizing which leads have the most potential
- Insufficient lead prioritization/qualification
- Using tools with too much distraction/features they don’t need
- Needing to maintain contacts in Excel lists, appointments in Outlook, tasks on Post-its, phone notes on slips of paper and customer files on your laptop
With Samdock you can manage everything centrally in one place. Transparent for everyone.
An easy-to-use CRM tool to help you with significant time saving through structure, transparency and streamlined processes in your customer activities.
Search Less & Find More
Learn more about the customer’s latest information and status such as – if the lead has already been contacted or has been rejected?
Combined persons & organizations view
Get full visibility with a unique, network-wide overview. Create filters to visualize important information when you need it, and then save it as a view so it’ll always be just a click away.
Create web forms
Create a web form directly in Samdock with just a few clicks and embed it on your website. Your website visitors can then send requests and end up directly in your system.
Get your leads in
Connect your website or other inbound sources and let new requests automatically flow into Samdock with our easy-to-build webforms and API connections.
Painless lead management
Make sure you’re only focusing on the most promising deals with intelligent lead pre-qualifying. Reach out to the right person at the right time with straightforward, intuitive lead management.
A beautifully intuitive deal board
Design your own custom workflow and have more fun selling with Samdock’s modern deal board.
Meetings & Communication
Connect your calendar and link your appointments with your contacts, leads and deals and reap the rewards of a unified sales workflow.
Time-effective to-do lists & task management
Plan out your daily tasks and easily keep everything organized with our almost painfully intuitive to-do lists. Assign tasks to your colleagues with just a few clicks and smash your targets together.
Easily import your existing lists of customers and contacts. Our customer success team is always there to assist you.
Samdock is not only 100% GDPR-compliant, but also ensures that you yourself handle your customer data in an absolutely safe manner.
Full contact & activity history
Easily store the data you need for your deals, and add custom fields to each contact for more effective customer categorization.