Complete Customer Relationship Management (CRM)

Keep track of all interactions with every contact, including emails sent, social media interaction, events attended, and any notes you want to take.


88% if business leaders know they need to get closer to the customer. 23% of organizational data is incomplete, out-of-date or just wrong.

A few of the powerful tools at your fingertips with RICH CRM's Complete CRM

  • Demographic and Activity-Based Lead Scoring - Identify the leads and customers that have the greatest value to you with a single, powerful, fully customizable lead scoring system.  Easy-to-manage Big Data at your fingertips!
  • Complete Marketing Automation - Your CRM works directly with tools to save you time and ties in to your storefront, analytics, forms, and more.
  • Easy-to-use Workflows - set up sequences that assign activities to contacts and send emails automatically.
  • Instant Feedback from Email, Mobile, and More - The RICH CRM CRM shows you realtime information about your contacts, wherever they are.
  • Built-in IMAP Email Integration - Keep your CRM in synch with your inbox! Works just like your smart phone to keep up with your one-to-one email communication.
  • Keep Track of Payments - Send invoices and track payments from your clients.  RICH CRM supports 17 different currencies and integrates with Paypal and
  • Sales Pipeline Management System - Assign scores to your webpages to give them importance.
  • Track Website Visitors - Track the activity on your website from anyone in your CRM.
  • Phone Integration - Add click-to-call, inbound call handling, SMS texting, and more, all integrated automatically with your CRM.
  • Predictive Analytics (BI) - See what causes your contacts to purchase from you and predict who is likely to take action next.  By combining demographic and activity data, you can easily see at a glance who your hottest leads are.
  • Much more! Take a free trial and find out how RICH CRM's Intelligent CRM can revolutionize your organization.

Lead nurturing flow
You can manage all of this in one universal platform, RICH CRM

What does Complete CRM mean to us?

CRM, commonly known as Customer Relationship Management, is a critical part of every business. RICH CRM's Complete CRM is your one-stop shop for managing business interactions with customers, clients and sales prospects. We use technology to organize and automate all of your processes for customer engagement and tracking. That means information about customers, their browsing history, email interaction, social media activity and any other trackable data is accessible at any time, from anywhere.  RICH CRM's Complete CRM enhances your marketing efficiency through more effective processes of communicating with current and potential customers. 

CRM Reports Screenshot

RICH CRM's Complete CRM - A New Breed of Intelligent CRM

With RICH CRM, you can build your database and manage your contacts all from one easy-to-use, web-based software. CRM tools help you keep track of all interactions with each contact, including emails sent, events attended, and any notes you want to take. Create as many custom user-defined fields for each contact as you would like.  With RICH CRM, you can automatically connect your inbox to your CRM with our IMAP integration.

Creating a client relationship can be the most important tool for your sales team. Integrating CRM into your targeted email marketing campaigns will allow you to identify potential leads. Tracking these leads, your sales team will be able to quickly and efficiently move them through the sales funnel. When combining email marketing with CRM, you have a powerful sales and marketing tool. Some of the benefits include boosting lead generation, improving services and increasing sales. Using CRM to log all email communications enable your team to create specific and targeted messages to any and all leads. By placing the right message in front of the right lead, the probability of converting leads into sales substantially rises. Your CRM solution will enable your sales team to discern and act upon opportunities to upsell products and services to current customers.

Edit contact screenshot

Lead Scoring - The Secret to Predicting and Ensuring Success

In the world of scoring, identifying who brings you the greatest value, there are two sets of data - demographic and activity-driven. Also known as intrinsic and extrinsic, this describes who your leads and customers are and what they are doing. Together, they are known sometimes as "Big Data".

Demographics vs. Lead Scoring

At RICH CRM, we demystify and simplify a lot of things for you, and this is another place where harnessing our tools will save you time and money while helping you bring in the clients and revenue you deserve. With a simple interface to customize your contacts' key data fields and actions, you can easily see who is ready for your next sale. You no longer have to guess who is the best candidate for a personal email or phone call - it's all there for you to see in RICH CRM!

Demographic score chart
One of our easy-to-use and easy-to-read charts that shows contacts taking action

Because RICH CRM's Intelligent CRM (and therefore our marketing automation tools) are integrated, you can measure the impact of contact data (for example, a contact's title, company, or any custom user-defined field) combined with activity data (for example, website visits, email reads or clicks, support tickets, web forms, event attendance, or social media interaction).  All of this information is not longer something to be feared - we collate it all for you in a meaningful way that affects your top and bottom line!


Predictive Analytics and Business Intelligence

You can also use RICH CRM to predict who is likely to purchase a product or service from you.  With our Predictive Analytics package, integrated automatically in to your CRM, you can see what demographics and activities correlate to someone buying from you.  We can take those correlations and tell you who in your current database of contacts is ripe for the next conversion.  And, because our CRM is tightly integrated with our marketing engine, it's easy to target those contacts and send them drip campaigns.


In Summary

RICH CRM is CRM and marketing automation combined in to one platform to make organizations run more smoothly and generate insight into sales and marketing to make communication more effective. The concept of "Complete CRM" is the core behind how RICH CRM is a partner in your success - that the sales process begins long before the sale is made and lasts long after the first transaction.


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