Are your leads on sticky notes? Is your customer history lost in spreadsheets and inboxes? When your data is scattered, your growth stalls. It's time for a central command center for your business.
Find My AI EmployeeA CRM is a system that centralizes every piece of information and every interaction with your leads and customers. Unlike spreadsheets, a CRM offers automation, conversation tracking, and real-time visibility, making it indispensable for efficient lead management.
See your entire sales process at a glance. Create custom stages for your unique process—from 'New Lead' to 'Quote Sent' to 'Job Won'—and simply drag and drop deals as they advance.
Store everything you need to know. Keep detailed contact records, add notes, upload files, and see a full history of every interaction and payment.
Segment your audience with ease. Use tags to organize contacts (e.g., 'Hot Lead,' 'Past Customer') and create smart lists that automatically update for targeted marketing campaigns.
End the hunt for information. See every email, SMS message, phone call recording, and note associated with a contact in a single, chronological feed.
Put your sales process on autopilot. Automatically create follow-up tasks, send emails, or even trigger an AI nurturing sequence when a deal moves to a new stage.
Standalone CRMs create more work because they don't talk to your other tools. Our CRM is different. It's the native, beating heart of your platform, seamlessly connected to your emails, phone calls, SMS messages, website forms, AI assistants, and payment tools. When your CRM and your communication tools are one and the same, nothing gets lost.
With our CRM for small business, you can:
With total visibility and automated follow-ups, every opportunity is tracked.
Know exactly what's in your pipeline and make smarter business decisions.
Get a real-time pulse on your sales activity and team performance.
Automate the busywork so you and your team can focus on selling and serving.
It's simple. You can easily upload a CSV file from your current spreadsheet or system, and our team can help guide you.
Absolutely. Our platform is built with industry-leading security and encryption to keep your data safe.
We're built specifically for small businesses. You get all the power you need without the complexity and high cost. Plus, our CRM is fully integrated with your communication tools, which is something they can't offer out of the box.
Yes, you have complete control to create and name the deal stages that match your exact sales process.
A disorganized business can't scale. The Corevo Digital CRM & Pipeline tool provides the clarity and control you need to grow with confidence. Let us show you how.
Risk-Free: 30-day money-back guarantee • No setup fees • Cancel anytime