Data Organization:
Pools, PoolStages, ContactCard & Statuses:
Efficiently manage your client interactions with Pools and PoolStages. Utilize ContactCards to store detailed client information and track their status. This structured approach ensures a clear overview of client progress and interaction history.
Brands:
Organize and manage multiple brands within MyCRM. This feature allows for the segregation and unique handling of different brands, facilitating targeted strategies and distinct brand management.

Teams & Members:
Create and manage teams within MyCRM, assigning members to specific teams. This helps in organizing your workforce and aligning tasks according to team objectives and areas of expertise.
Multi-Tenant Environment Based on Teams:
MyCRM supports a multi-tenant environment, allowing different teams to operate independently within the same system. This feature ensures data segregation and customized experiences for each team, enhancing operational efficiency.
Access Control - Roles and Permissions:
Implement comprehensive access control with customizable roles and permissions. This feature allows you to define what each team member can view and modify, ensuring data security and proper management of sensitive information.
Admin and Sales Dashboard:
Access specialized dashboards for administrative and sales functions. These dashboards provide critical insights and metrics, enabling effective decision-making and real-time tracking of business performance.
Choose a plan that's right for you.
- Core CRM feature
- Data Organization
- Tracking & Backup
- Documentation & Guide
- Contact Scheduling
- Everything in Basic
- Lead Flow Management
- Campaigns
- Advanced Reporting
- Email Marketing
- Integrations
- Everything in Professional
- Team Management
- Role-Based Access Control
- Department-Level Permissions
- Priority Support
- Activity Monitoring
- Unlimited Email Sending