CRM9
All-in-one cloud CRM for sales, support, and project management
About CRM9
CRM9 is an advanced cloud-based CRM platform designed to help businesses manage sales, marketing, customer support, and projects in a single unified system. It offers lead capture, pipeline management, invoicing, task management, and customizable dashboards with real-time analytics.
Pros & Cons
Pros
- All-in-one platform combining CRM, project management, and invoicing
- Intuitive interface suitable for businesses of all sizes
- Built-in email campaign tools with detailed analytics
- Comprehensive case management with SLA tracking
- Scalable from small teams to 1000+ users
Cons
- No free plan or free trial available
- Pricing not publicly listed, requires contacting sales
- Relatively new platform with limited third-party reviews
- Based in India, which may affect support hours for other regions
Key Features
Lead Management
Capture leads automatically from website forms, emails, and CSV imports with pipeline tracking and assignment
Project Management
Create deliverables, tasks, milestones, and resource assignments integrated with sales and support workflows
Invoicing & Estimates
Create professional quotes, convert to invoices with one click, and monitor payment statuses
Email Campaigns
Build email campaigns with templates, schedule send-outs, and track open/click/response metrics
Case Management
Track support tickets from submission to resolution with SLA tracking, priority levels, and knowledge base linking
Team Activity Log
Automatically logs every team action into a chronological feed for full visibility
Appointment Scheduling
Smart scheduling with calendar integration and automated reminders
Customizable Dashboards
Real-time analytics dashboards with performance metrics and business health overview
Pricing
- Lead Management
- Contact & Company Records
- Task Management
- Email Integration
- Basic Dashboards
- Everything in Standard
- Project Management
- Invoicing & Estimates
- Email Campaigns
- Advanced Analytics
- Everything in Professional
- AI Email Summarization
- Sentiment Analysis
- Custom Workflows
- Priority Support
Best For
Small Business Sales Management
Track leads, manage pipelines, and close deals with integrated CRM tools and automated follow-ups
Client Project Delivery
Manage client projects with task assignments, milestones, and billing all in one platform
Customer Support Operations
Handle support tickets with SLA tracking, knowledge base, and case management
Marketing Campaigns
Run email marketing campaigns with segmentation, templates, and engagement tracking
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