CRM

Track opportunities across your business from creation to close with our built-in CRM. Create custom deal stages, fields and much more to manage your unique sales process.

Built-in CRM System

Track opportunities from creation to close with a bird’s eye view of pipeline. Create custom deal stages, fields, filters and more to manage your unique sales process.

Visualise Success with Bird’s Eye Pipeline View.

Move opportunities across deal stages with a simple drag-and-drop interface to track the sales cycle from beginning to end. View the entire funnel in one easy-to-manage view.

Of course, you can always two-way sync data with your existing 3rd-party CRM of choice.

Built-in and 3rd-Party Munro Customer Relationship Management CRM
crm-staging Munro Customer Relationship Management CRM

Custom Deal Stages

Create custom deal stages to track the progress of an opportunity from the beginning to the end of the sales cycle. The number, order, name and description of the stages can be anything that fits your business needs.

Reminders

Quickly create a reminder from any page in the app to never miss a beat. Whether it be a phone call, an email or any other task, attach reminders to opportunities and contacts for an efficiency boost.

You can even create tasks for other people in your organisation.

Reminders Munro Customer Relationship Management CRM
Actionable Reports Munro Customer Relationship Management CRM

Insightful & Actionable Reports

Our CRM reports provide all the information you need to measure your current sales success and accurately forecast future performance. Pipeline values, conversion history, activity reports and sales forecasts are just a few of the interactive reports you can customise.

Help your business keep on top of its sales forecasts and bridge the gap between marketing and sales needs.

Life of a Lead

Life of a Lead combines tracking, automation and email to display a timeline of significant events for each contact.

Understand your prospect’s journey and where they are in the sales cycle at a glance.

Lead Nurturing Munro Marketing Automation
Lead Scoring CRM Marketing Automation

Intelligent Lead Scoring

Intelligent Lead Scoring identifies hot prospects. Score leads based on their  engagement levels such as how many pages on your website they visited and which one of this were important.

You can also score leads on overall page tracking, industry and job title fit as well as completeness of information. Set decay rates to decrease scores during inactivity periods.

All this enables your sales team to focus on leads which are ready to buy.

A CRM That Adapts to Your Needs

You can customise almost any aspect of our built-in CRM system.

This includes any fields, deal stages, reports, filters and much, much more.

All of this flexibility not only helps you achieve your goals with a CRM system but ensures that it keeps track with the future needs of your business.

Behavioural-Based Email Automation

Put an end to unintelligent “email blasts”. Start having conversations with your leads and notify your sales staff when your prospects are ready to buy.

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Website Visitor ID

VisitorID uses reverse IP lookup to identify the companies visiting your site, and provides you contact info, including names, emails and phone numbers.

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In-depth Analytics

Understand end-to-end ROI and make key decisions with accurate and relevant data. Slice and dice powerful metrics into customised reports.

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Forms Built for Generating Leads

Our dynamic forms automatically complete fields for known visitors, which is not only user friendly but helps you convert more leads.

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Customisable CRM System

Track opportunities across your business from creation to close. Create custom deal stages, fields and much more to manage your unique sales process.

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Platform integration

Connect to hundreds of 3rd-party software providers with APIs and Zapier integration. Truly make Munro your own by rebranding emails, notifications and reports.

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Marketing Automation

Our powerful but easy-to-use rules engine simplifies marketing automation. Use workflows to engage leads at critical points in their unique buying process.

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Integrated Call Tracking

Go beyond traditional marketing automation and call-tracking. Track leads that come in by phone to see the full picture of all of your marketing tactics.

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Social Media

Leverage social media to better engage and create conversions from connections. Strategically grow your network with social automation rules.

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