Intelligent sales automation
for your unique process
Manage your sales funnel with ease using powerful workflows. Automate lead assignment, task creation, and follow-up sequences to keep your sales engine running smoothly.
Create fast and consistent sales processes by automating all back-end and low-value tasks.
Automate your follow-up and put time back into your day.
Sales reps juggle a million tasks. Repetitive follow-ups can eat into valuable time, leading to missed opportunities. NotchCRM’s sales automation tools empower you to work smarter, not harder.
- Automated Follow-Ups: Craft personalized email sequences with timed messages. A/B test different content to optimize your approach. Create automated follow-up tasks for each prospect, ensuring consistent engagement.
- Personalization at Scale: Ditch generic emails. Leverage NotchCRM's data to personalize your messages and build genuine connections with prospects. Boost response rates and watch your sales pipeline flourish.
Personalize your automated sales emails
‘Work smarter, not harder, with powerful workflows. Automate lead rotation, deal creation, and task generation. Manage your data efficiently with bulk updates, property copying, and more.
- Real-Time Notifications: Empower your team with instant alerts when contacts take key actions. Leverage these insights to prioritize follow-ups and close deals faster.
- Never Miss a Beat: Easily add tasks to your team's calendars, ensuring timely follow-up with every lead.
Streamline your sales process with workflows.
Use workflows to rotate leads, create deals, and automate tasks. Manage your data in bulk by updating properties, copying values, and more. Trigger notifications for your team when a contact takes meaningful action. Easily add tasks to alert your sales team about contacts they should follow up with.
Unlock the science of prospecting
Test, observe, and measure the impact of your sequences at every step. Run A/B tests on your sequence sales emails to optimize your messaging and maximize your outreach strategy with deal outcome reports to uncover what sequences generate the most revenue
Integrate with the apps your team already uses.
No need for a software overhaul. NotchCRM integrates seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. Enroll contacts directly from your preferred email platform, ensuring effortless workflow management.
Experience every value-driven feature and explore sales automation capabilities from NotchCRM
