CarbonCRM Suite

Manage leads, deals, and ongoing accounts all in one space.
No credit card needed
Unlimited time on Free plan

Who is this space for?

This end-to-end automated CRM space is tailor-made for sales teams seeking a structured sales process for managing prospects, leads, and deals. And for sales leaders seeking clear visibility into all aspects of their sales funnel. Get a demo β†’

What problem does it solve?

Lacking a structured process makes managing accounts ongoingly impossible. Without clearly defined steps, leads are often lost and forgotten. There was no clear way to forecast pipelines, track growth, or visualize success amongst the team.

What are the benefits of your space?

πŸ’°Sales Pipeline - The Deal Pipeline accelerates lead processing, fosters effective lead conversion, and provides sales teams the structure needed to succeed.


πŸ“ŠMetrics, KPIs & More - Fuel sales success with customizable metrics & KPIs, from SDR activities, to lead management, Lifetime Values, Win/Loss rates, and more across numerous dashboards!


🀝Account Management - Track and manage ongoing accounts and contacts, enabling your team to target high-value, multi-deal clients effortlessly.


πŸ“šSales Resources - The resources your team needs to succeed such as: Pricing Index, Customer Personas, Kickoffs, Sales Activities, CRM Academy


βœ…CRM Tasks - With integrated task management, sales teams have a clearer direction, while leaders enjoy full team transparency.

Best for
Customer Success
Leadership
SMB
Marketing
Personal
Nonprofit
Operations
Integrates with
Apps recommended
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Newly added
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Everest Buyers Agent Portal

Get more efficient and win more clients
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Everest Buyers Agent Portal
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James Rankin
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Event

Track Leads back to Events
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Scott Gluck
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Knocking Template

Skeleton of the Workspace shown in demo
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Knocking Template
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Scott Gluck
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