See the system

See what AmpleoCRM looks like

A look inside the system, area by area. Click an image to view it full size.

Sales

Keep track of customers, pipeline and deals.

Sales dashboard with pipeline, KPIs and real-time forecast.

Track sales goals and attainment per user and team.

Customer overview showing where you know each customer, and how recently.

My Day gathers today's calls, meetings, tasks and anything overdue.

Company record with master data, contacts and relations in one place.

Complete timeline of emails, meetings and activities on the customer.

Stakeholder map with departments, buying roles and last contact per person.

Opportunity with stage, value, probability and line items.

The pipeline as a board, where deals are dragged from stage to stage.

Bubble chart of the pipeline by stage, expected close date and size.

Contracts with terms and digital signing directly from the CRM.

Find and segment new prospects via the Danish CVR registry.

Meeting notes with follow-up points and actions.

The full meeting minutes, kept with the customer.

Projects and resources

Plan tasks, resources and economy.

Work task overview with status, scheduling and owner.

Economy per task: budget, actuals and contribution.

Visual kanban board to move tasks through their stages.

Resource plan per employee, grouped by role, with bookings and absence.

Resource planning on a timeline with drag and drop.

Detailed staffing across tasks and periods.

Service

Receive, route and resolve service cases.

Service queues with all cases, priority and status.

Automatic case assignment via routing rules.

Deadlines from each customer's routines, with a signal as they get close.

Routines per customer, created from a routine plan and adjusted to the customer.

Communication

Communicate with customers directly from the system.

Bulk email with subject line testing and open and click tracking.

Email templates with merge fields and a rich text editor.

Integrations and setup

Connect AmpleoCRM with your other systems.

Integrations for mail and calendar, data import, API and webhooks in one place.

Want to try it yourselves?

Start a trial with demo data. There is no commitment.