Close More Deals With Less Chaos

CollabCRM comes with a dedicated lead management feature that allows you to add or edit leads by type, status, contacts, company, and details (including notes, attachments, and scheduled interviews). You can set multiple estimations and follow-ups, manage their status, and even integrate with your website to automatically capture inbound leads. With this, you can track statuses in real time, nurture leads with workflows, and seamlessly convert them into opportunities.

Deals are organized in a visual pipeline with stages you can customize. You can update progress with drag-and-drop, add notes, schedule follow-ups, and get instant insights into deal health, probability, and expected revenue.

CollabCRM streamlines sales, automates workflows, improves lead-to-deal conversion, and centralizes customer data. Real-time analytics and forecasting enable you to make faster decisions, reduce revenue leaks, and scale efficiently.

CollabCRM stands out because it is built specifically for IT businesses, combining their sales workflows, including lead management, pipeline tracking, and automation, in one place. It enables you to capture leads from your website, track them in real-time, assign tasks, and progress deals through custom stages without manual intervention.

Unlike generic CRM for sales teams, it comes with natively integrated project management, invoicing, and HR modules, so sales, delivery, HR & recruitment, and finance teams can work on the same system. Hence, it helps to reduce silos, improve follow-ups, and close deals faster with complete visibility and fewer tools.

By adopting CollabCRM, you can expect to achieve faster deal closures, reduced revenue leakage, improved team productivity, and cost advantages by not paying for additional tools and for their integration and migrations. So, that’s the ROI of adopting CollabCRM as your business operating system.

Yes. CollabCRM allows you to customize pipelines, workflows, roles, reports, dashboards, and even terms your business uses through master data management and config features, and that too without code. The best part of using CollabCRM is that a custom setup can be done, and you can start using it in minutes.

It’s very easy. CollabCRM comes with a Data Migration feature, which is located in its administration module. It allows you to migrate all your sales & project data to CollabCRM in simple steps.

Step 1: Select the CRM module data migration option

Step 2: Click on the data migration type to import contacts, companies, leads, and deals data in bulk by uploading an Excel sheet with the exact fields you’ve configured in it.

Voilà! The migration is done. Along with that, you can also view its history to check who has done what and when for better tracking.

Yes. CollabCRM safeguards your data with enterprise-grade security. It uses end-to-end encryption, Role-Based Access Control (RBAC), and adheres to ISO 27001:2022, GDPR, and SOC 2 Type 2 standards to ensure data confidentiality and integrity.

The platform also takes secure, automated backups on a scheduled basis to maintain business continuity even during unexpected events.]

For accountability, CollabCRM provides detailed audit logs, recording every user action, data access, edit, and deletion, so you can track activities, meet compliance, and prevent unauthorized changes.

Yes. CollabCRM automates follow-up reminders, proposals, and notifications, which not only helps you save time but also ensures that no meetings, follow-ups, or processes are missed, and you can manage your sales pipeline on time.

Absolutely. As CollabCRM is hosted in the AWS cloud, it can scale with unlimited users and data on demand.

We offer comprehensive onboarding assistance, training sessions for teams, and ongoing support. Whether you need quick tutorials or dedicated workshops, we ensure your team gets the most out of the platform.

Yes. CollabCRM supports multi-currency deals, invoices, and reports so you can manage global operations without complexity.