Simple CRM Features

At Crik-it, we understand that nurturing leads into loyal customers requires a clear, organized approach. Our CRM Lite - Lead & Contact Management features are designed to help you efficiently track, manage, and engage with every potential customer and key stakeholder.

Each lead in Crik-it is more than just an email address; We enable capturing relevant business information, notes, follow-ups required, reminders - this flexibility allows you to categorize and prioritize your outreach, whether you're targeting a large organization or an individual enthusiast.

Key Features:

Lead Sources & Stages: Track your sales funnel with multiple lead stages (e.g., "New Inquiry," "Qualified," "Sent Contract," "Converted to Customer" & more) to track progress and identify bottlenecks. You can also capture source of leads (e.g., "Google," "Sales Rep Name," "Online Ads" etc)

Detailed Contact Profiles: Capture rich information for each contact, including communication history, preferences, past interactions, and associated events.

Converting Leads to Customers: Nurturing Relationships, Driving Growth. The ultimate goal of lead management is conversion – transforming a curious prospect into a valued customer. At Crik-it, our platform is designed to support this crucial journey

By providing a robust framework for managing your leads and contacts, Crik-it empowers you to build stronger relationships, streamline your sales process, and convert more prospects into active participants and loyal customers. You gain the clarity and control needed to manage complex customer journeys with precision and efficiency.