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SBSG Integrated Solutions CRM

  • Custom Modules
  • Lead, Organization, Contact & Opportunity Management
  • Unlimited Custom Fields
  • SMS Automation
  • Lead Management: Scrubbing, Mapping & Uploading
  • Workflow design, creation & management
  • Automation design, creation & management
  • Email Template design, creation & management
  • Email Tracking & Reporting
  • Daily Data Backup to hard drive, Server or Both
  • Personal Privacy Compliant
  • 30 million+ Organizations with 1 Contact person
  • 32 Million Organization with Annual Revenue $1 million/year+
  • 58 million Organizations with Industry Category
  • Lead Analytics
  • Electronic Signatures for Proposals & Contracts
  • Document storage
  • Sales Funnels
  • “Expected Close Date” field in Opportunity
  • Sales Pipeline creation, tracking & Reporting
  • Customized Automated Reports
  • CRM Click-to-Dial with softphone
  • Direct Phone Numbers and personal extensions
  • Includes unlimited inbound/outbound calls in Canada & USA
  • Custom Interactive Voice Response(IVR) and call handling
  • Custom Queue Recordings, Hold Music & Queue Interrupts
  • Call Logs
  • Call Recording
  • Customized Call Reports 
  • Call tracking per Organization or Contact Record

Optional Integrations

  • Calendly or equivalent
  • Electronic Payments
  • SBSG Mailer, Constant Contact or MailChimp
  • SBSG Autodialer

$39/month + tax/ User

One time setup fee $49