See what AmpleoCRM looks like

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

SalesProjects & resourcesServiceCommunicationIntegrations & setup

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.
Company record with master data, contacts and relations in one place.
Complete timeline of emails, meetings and activities on the customer.
Opportunity with stage, value, probability and line items.
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.

Projects & 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 overview with capacity and skills.
Resource planning on a timeline - 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.

Communication

Communicate with customers directly from the system.

Bulk email with target groups and open/click tracking.
Email templates with merge fields and a rich text editor.

Integrations & setup

Connect AmpleoCRM with your other systems.

Overview of integrations to ERP, mail and signing.

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