Samdock CRM - Simplifying Sales Processes

About Samdock CRM

Samdock CRM is a comprehensive customer relationship management tool designed to simplify sales processes and enhance customer management. The product originated from the need to streamline lead generation and sales workflows for businesses, offering a user-friendly interface and powerful features. Samdock CRM aims to provide a solution that not only meets but exceeds expectations by focusing on adaptability, user-friendliness, and exceptional customer support. Targeting B2B sales teams with big ambitions, Samdock CRM is built to bring structure to sales operations and improve customer relations effectively.

• Dashboard

  The dashboard provides real-time evaluations of leads, deals, and sales successes, enabling users to monitor sales targets, identify optimization opportunities, and plan actions.

• Integrations

  Samdock offers integrations for individual workflows, including features like lexoffice for editing, sending, and saving quotes and invoices directly from Samdock, Zapier for connecting to over 5000 popular apps, LinkedIn Grabber for saving contacts from LinkedIn, and email and calendar integrations.

• Lead Management

  Automatically create, qualify, and track all incoming leads.

• Opportunity Management

  Develop qualified leads and progress them through the sales process to closure.

• Contact Management

  Store detailed information about companies and contacts in a structured manner, allowing for the creation of dynamic lists.

• Customer Interaction

  Document meetings, phone calls, send and receive emails directly from Samdock, and synchronize interactions with the mail system.

• Task Management

  Create, distribute, and track tasks collaboratively with the team.

• Sales History

  Automatically capture and store all relevant information, interactions, phone calls, notes, emails, and documents directly in the customer profile.

• Distribution Pipelines

  Utilize different customizable pipelines with various sales stages along the customer journey to optimize workflows.

• Custom Fields

  Define personalized data fields for optimal customer classification or capturing soft facts.

• Documents

  Effortlessly save all documents directly in the contact without additional steps.

• Embed Lead Forms

  Integrate contact forms into websites without code, allowing for lead generation and direct filtering in the CRM.

• Quick Import from LinkedIn

  Use the Samdock LinkedIn Grabber Chrome plugin to save contact information from LinkedIn profiles and companies with one click, and document LinkedIn messages at the contact in Samdock.