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Build your sales team's roadmap to success

Establishing a uniform sales process rooted in your most successful strategies equips your company with a reliable path to success. From lead generation to closing deals and every step in between, Getyn CRM can document your organization's sales process and ensure adherence across your team, maintaining consistency even when oversight is not immediate.

Build and implement scalable sales processes for your organization

Your organization may have various sales processes, such as deal closure, lead follow-up, order management, or discount procedures. With Blueprints, you can integrate each stage of these offline sales processes into your CRM and execute them systematically.

Separate the buyers from the spyers

You receive numerous leads from diverse channels—social media, surveys, website visits, walk-ins, and trade shows. However, determining which leads are likely to convert into sales can be challenging. Getyn CRM's lead scoring system helps distinguish serious buyers from casual prospects by assigning scores based on their interactions with your organization. Simply glance at the score list to gauge the buying intent of your leads.

Automate submission of records for approval

In various business scenarios, your sales team often requires approval from senior managers—for instance, pricing discounts, contract reviews, capital expenses, vacation requests, and document approvals. Getyn CRM features a specialized approval management system that operates seamlessly to standardize these processes, saving time and establishing a reliable, consistent system.

Put the right leads in the right hands

Leads can originate from diverse sources such as trade shows, AdWords, websites, seminars, and marketing campaigns. Getyn CRM enables you to filter leads based on criteria like lead score, location, and source, ensuring they are assigned to the appropriate sales representative to prevent any from slipping through the cracks.

Escalate cases automatically when they meet your criteria

If cases remain unresolved for too long, Getyn CRM automatically escalates overdue cases to the appropriate manager or sales representative. You can set up straightforward rules based on criteria such as priority, case name, or creation time to govern these actions, improving case management efficiency.

Verify and approve data being pushed into your CRM

The effectiveness of your sales team hinges on the quality of information provided by your CRM. Inaccurate or incomplete data can diminish a sales representative's ability to successfully close deals. Getyn CRM enables your organization to establish a review process, allowing designated users or teams to verify incoming information before approving or rejecting it. Users can include comments and provide reasons for rejections to ensure that your sales team accesses only the highest quality information.

Prevent inaccurate data from entering your CRM

Sales data forms the backbone of any CRM system, and incomplete or inaccurate data is a prevalent issue in many organizations. Validation rules within Getyn CRM guarantee that data input by your sales representatives meets specified standards. For instance, you can require that every lead entered into your CRM includes a mobile number before the record can be saved.

Extract information from incoming emails automatically

Streamline lead generation by automatically retrieving lead data from incoming sales inquiry emails.

Manage multiple sales processes within your CRM

Getyn CRM enables you to operate distinct sales processes complete with unique fields, records, views, workflows, reports, and dashboards. This capability allows multiple departments within your organization to utilize the software without requiring separate CRM accounts.

Simplest Pricing, Full Loaded Features

30 Days Assurance

30 Days Money Back Guarantee

Intuitive UX

Better adoption, easier training

24x5 Support

Round the Clock Support

Pricing Includes Access to All Getyn Apps
G CRM | G Campaigns | G Social | G AI Writer | G Chat | G Voice
Go Monthly

$29/user/month
Getyn CRM Features :
  • Contact Management
  • Sales Automation
  • Project Management
  • Task Management
  • Marketing Automation
  • Reports & Analytics
  • Invoices
  • Estimates
  • Proposals
  • Web Forms
  • 24x5 Support
Buy Now Start Trial

7 days free trial

Go Annually Save 30%

$244/user/year
Getyn CRM Features :
  • Contact Management
  • Sales Automation
  • Project Management
  • Task Management
  • Marketing Automation
  • Reports & Analytics
  • Invoices
  • Estimates
  • Proposals
  • Web Forms
  • 24x5 Support
Buy Now Start Trial

7 days free trial

Need help with our plans?
Key Product Features List
  • Sales force automation
    Basic modules
    Included in all plans
    Task, Calls, Events
    Included in all plans
    Advanced Filters
    Included in all plans
    Multiple Pipelines
    Included in all plans
    Scoring Rules
    Included in all plans
    Sales Forecasting
    Included in all plans
    Email Insights
    Included in all plans
    Multiple Currencies
    Included in all plans
    Macros
    Included in all plans
    SalesSignals
    Included in all plans
    Assignment Rules
    Included in all plans
    Multiple Scoring rules
    Included in all plans
    Custom SalesSignals
    Included in all plans
    Email Parsers
    Included in all plans
    Data Entry Wizards
    Included in all plans
    Portals
    Included in all plans
  • Automation and process management
    Workflow rules
    Included in all plans
    Email notifications
    Included in all plans
    Blueprint
    Included in all plans
    Webhooks
    Included in all plans
    Record approval process
    Included in all plans
    Data review process
    Included in all plans
    Custom functions
    Included in all plans
    CommandCenter
    Included in all plans
  • Product customization
    Homepage customization
    Included in all plans
    Rename tabs
    Included in all plans
    Custom list view
    Included in all plans
    Custom field
    Included in all plans
    Canvas
    Included in all plans
    Tab groups
    Included in all plans
    Validation rules
    Included in all plans
    Custom modules
    Included in all plans
    Custom buttons
    Included in all plans
    Page Layouts
    Included in all plans
    Tanslations
    Included in all plans
    Developer sandbox
    Included in all plans
  • Reports and analytics
    Predefined reports
    Included in all plans
    Predefined dashboards
    Included in all plans
    Custom reports and dashboards (Limited)
    Included in all plans
    Basic dashboard components
    Included in all plans
    Analytics mobile app
    Included in all plans
    Custom reports and dashbaords (Unlimited)
    Included in all plans
    Advanced dashboards components
    Included in all plans
    Anomaly detectors
    Included in all plans
    Webforms analytics
    Included in all plans
    Getyn Analytics
    Included in all plans
  • Marketing automation
    Email templates
    Included in all plans
    Email authentication
    Included in all plans
    Mass email
    Included in all plans
    Social profile integration
    Included in all plans
    Email relay
    Included in all plans
    CRM for Google Ads
    Included in all plans
    Attribution
    Included in all plans
    Segmentation
    Included in all plans
    Auto-responders
    Included in all plans
  • Security
    Profiles
    Included in all plans
    Role-based hierarchy
    Included in all plans
    Multiple organizations
    Included in all plans
    GDPR compliance
    Included in all plans
    CRM audit logs
    Included in all plans
    IP address restriction
    Included in all plans
    Field-level security
    Included in all plans
    Reporting hierarchy
    Included in all plans
    Record-level sharing
    Included in all plans
    Territory management
    Included in all plans
    Data encryption
    Included in all plans
Frequently Asked Questions
  • What is Getyn CRM Software and how can it benefit my business?

    Getyn CRM Software is a comprehensive customer relationship management platform designed to help businesses manage interactions with their customers, streamline processes, and improve customer satisfaction.

  • Is Getyn CRM Software suitable for businesses of all sizes?

    Yes, Getyn CRM Software is designed to accommodate businesses of varying sizes, from small startups to large enterprises, offering scalable solutions tailored to meet different needs.

  • What key features does Getyn CRM Software offer for managing customer relationships?

    Getyn CRM Software provides features such as contact management, sales pipeline tracking, lead nurturing, task and activity management, customer communication history, and reporting analytics.

  • Can Getyn CRM Software be customized to match our unique business processes?

    Absolutely, Getyn CRM Software offers customization options that allow you to tailor the system to align with your specific workflows, terminology, and business requirements.

  • Does Getyn CRM Software integrate with other software and tools we already use?

    Yes, Getyn CRM Software offers integrations with popular tools such as email clients, marketing automation platforms, and productivity software, enabling seamless data flow between applications.

  • How does Getyn CRM Software assist in sales and lead management?

    Getyn CRM Software offers lead scoring, opportunity tracking, sales forecasting, and collaboration tools, empowering your sales team to effectively manage leads and close deals.

  • Can I use Getyn CRM Software to improve customer support and service?

    Certainly, the software provides features for tracking customer interactions, managing support tickets, and maintaining a knowledge base, enhancing your ability to provide exceptional customer service.

  • Is data security a priority for Getyn CRM Software?

    Yes, Getyn CRM Software takes data security seriously. It employs encryption, access controls, and regular security updates to ensure the safety of your sensitive business and customer data.

  • Does Getyn CRM Software offer mobile access for on-the-go productivity?

    Yes, Getyn CRM Software typically offers mobile apps or responsive interfaces, allowing you to access critical customer information, update records, and manage tasks from your mobile devices.

  • What kind of support and training does Getyn CRM Software

    Getyn CRM Software offers customer support through various channels, including email, phone, and online chat. They may also provide documentation, tutorials, and training resources to help users make the most of the software's capabilities.

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Getyn Cloud CRM
Drive more revenue by connecting sales and marketing
  • Get increased visibility into customer needs.
  • Lead customers down the pipeline faster and close more deals.
  • Streamline processes and coach sellers.
Getyn Cloud Campaings
Boost Revenue with Seamless Email Marketing
  • Gain unparalleled insights into customer preferences and behaviours.
  • Nurture leads effectively, accelerating conversions and revenue.
  • Simplify workflows and empower marketers for optimal results.
Getyn Cloud Chat
Elevate Customer Engagement through Advanced Getyn™ Chat Platform
  • Gain real-time insights into customer inquiries and preferences.
  • Guide customers seamlessly, leading to enhanced satisfaction and conversions.
  • Streamline communication processes and empower support teams for success.
Getyn Cloud AI Writer
Unleash Creativity with Getyn™ AI Writer App.
  • Access a versatile tool for generating high-quality, original content.
  • Enhance productivity by automating content creation across various topics.
  • Refine and customize AI-generated content to align with your unique voice and style.
Getyn Cloud Social
Amplify Online Presence with Cutting-edge Getyn™ Social Media Management App.
  • Attain comprehensive understanding of audience behaviors and trends.
  • Strategize and execute campaigns for maximum reach and impact.
  • Simplify content scheduling and collaboration, revolutionizing your social media strategy.
Getyn Cloud Voice
Maximize Insights with Getyn™ Call Tracking & Analytics.
  • Obtain comprehensive data for a deep understanding of call performance.
  • Optimize marketing strategies and customer interactions to drive growth.
  • Streamline processes and refine customer experiences based on actionable insights.
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