CRM9
Your One Stop Solution For Your Business Needs.
CRM9 empowers businesses to centralize customer interactions and streamline operations through an intuitive, customizable platform. Upon logging in, users encounter a dashboard summarizing key activities—upcoming tasks, open deals, support tickets, and campaign performance. The Contacts & Companies module captures details like contact info, communication logs, social links, and organizational structure, giving marketers and sales teams a 360° customer view. The Leads & Opportunities pipeline enables tracking from new leads through negotiated proposals to closed-won or -lost, with configurable stages, automated reminders, and rich reporting.
Marketing teams can create email campaigns with built-in templates, schedule send-outs, visualize open/click/response metrics, and segment lists by tags, fields, or engagement score. CRM9 also includes intelligent tools like AI-based email summarization, tone detection, and signature extraction—seamlessly adding new contacts or tasks based on email analysis.
For customer service, the Case Management module tracks support tickets from submission to resolution, with SLA tracking, priority levels, case assignment, knowledge base linking, and activity timeline for full audit trails. Automated escalation rules ensure tickets don’t languish.
Built-in project management allows creating deliverables, tasks, milestones, and resource assignments, integrating directly with sales and support workflows. Real-time notifications—via email, in-app alerts, and push notifications—keep teams informed of updates or deadlines.
Under the hood, administrators benefit from accessible settings for custom fields, forms, workflows, validation logic, user roles, and permissions. REST APIs support integration with ERP, accounting, and e-commerce systems. Data is secured with SSL, daily backups, activity logging, and role-based encryption. A mobile-responsive web interface—plus dedicated apps—ensures on-the-go productivity, with offline-syncing capabilities.
Overall, CRM9 combines a flexible, secure architecture with AI enhancements and a user-centric design. It supports the entire customer lifecycle—from lead generation to ongoing service and project delivery—making it an all-in-one CRM choice for growing businesses.
- ✓ Project Management
- ✓ Lead Management
- ✓ Task Management
- ✓ Social Media Integration
- ✓ Contract (SLA Management)
- ✓ Automated Routing
- ✓ Live Chat
- ✓ Call Me Option
- ✓ Report Generation
- ✓ Campaign Management
- ✓ CRM
- ✓ Multivariate Testing
- ✓ Fixed Asset Management
- ✓ Agent Scheduling
- ✓ Known Issue Management
- ✓ Live Chat
- ✓ Dashboard
- ✓ Technology Tracking
- ✓ List Management
- ✓ Reporting
- ✓ CRM & Sales Dashboards
- ✓ CRM Analytics
- ✓ CRM integration
- ✓ Time Management
- ✓ Client Management
- ✓ Calendar Management
- ✓ To-Do List
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CRM9 offers 6 pricing plan(s):
- Basic Plan — USD139.93 Year
- Pro Plan — USD233.22 Year
- Enterprise Plan — USD524.74 Year
- Basic Plan - Onetime Payment — USD408.00 Lifetime
- Pro Plan - Onetime Payment — USD641.35 Lifetime
- Enterprise Plan - Onetime Payment — USD1457.62 Lifetime
CRM9 is a CRM Software solution. Top features include:
- Project Management
- Lead Management
- Task Management
- Social Media Integration
- Contract (SLA Management)
CRM9 does not currently offer a free trial.
CRM9 provides Phone,Email,Live Chat support.
CRM9 is Cloud Hosted,Hybrid,Any software.
CRM9 provides Help Guides,Video Guides,Blogs,Webinars,Case Studies,Whitepapers for training.
