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What is a CRM?

Quick answer

A CRM (customer relationship management) system is software that stores and manages your contacts, leads and deals, tracking every interaction so you can sell and serve customers more effectively.

A CRM is the backbone of sales: it keeps contact details, deal stages, notes and tasks in one place, so nothing falls through the cracks. Modern CRMs also automate follow-ups and report on performance.

Opsidrive’s CRM is part of an all-in-one platform, so contacts connect directly to email, WhatsApp, funnels and invoicing — and it is white-label.

What a CRM does

  • Stores contacts and companies
  • Tracks deals through a pipeline
  • Logs calls, emails and notes
  • Automates follow-ups and reports

Opsidrive is ideal for agencies: a full CRM connected to 14 other apps, white-label and resellable from $59/month.

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All-in-one, white-label platform for agencies — apps from $59/mo.

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