Magnetize CRM

Unlock the Full Potential of Your Business with a Tailored CRM

Our tailored CRM solution is designed to meet the unique needs of your business, streamlining your operations and enhancing customer relationships. This powerful tool integrates all your customer data, communication channels, and sales processes into a single, customizable platform. Whether you need to track opportunities, manage contacts, or automate workflows, our CRM adapts to your business, helping you work smarter and grow faster.

Contacts

Contacts

Organize your contacts with custom fields, track their activities (like email engagement and page views), and manage appointments, documents, and payments.

  • 30% More Personalized Customer Interactions
    Use detailed contact information to tailor your communications.

  • 25% Increase in Lead Conversion
    Track and engage with leads more effectively through detailed activity logs.

  • 20% Enhanced Customer Retention
    Keep track of client interactions and follow-ups to maintain strong relationships.

Contact Filters

Contact Filters

Easily sort and filter your contacts with flexible options that allow you to focus on high-priority leads.

  • 50% Better Lead Segmentation
    Target the right leads with precision using advanced filtering.

  • 20% More Targeted Campaigns
    Run more effective marketing campaigns by filtering contacts based on specific criteria.

  • Improved Data Organization
    Keep your CRM organized and easy to navigate with powerful filtering tools.

Unified Conversation

Unified Conversation

Manage all your customer communications in one place, integrating channels like Facebook Messenger, Instagram, website live chat, email, SMS, and WhatsApp.

  • 40% More Efficient Communication
    Streamline interactions by centralizing conversations from multiple platforms.

  • 50% Reduced Response Time
    Respond to customers faster by managing all channels in one interface.

  • Seamless Customer Experience
    Provide a consistent and professional communication experience across all touchpoints.

Template Messages and Email

Template Messages and Email

Create and reuse commonly used responses to leads and customers, saving time and ensuring consistency.

  • 50% Time Savings
    Reduce repetitive tasks by using pre-built templates for common customer interactions.

  • 30% Improved Communication Consistency
    Ensure that all customer communications maintain a professional and consistent tone.

  • 20% Higher Email Engagement
    Increase open and response rates with well-crafted, reusable templates.

Calendars

Calendars

Our tailored CRM's calendar feature is designed to simplify appointment scheduling, ensuring that your clients and leads can easily book time with you while meeting your business's unique needs.

  • Customizable Appointment Scheduling
    Allow customers and leads to schedule appointments based on your availability, making the process seamless and convenient.

  • Advanced Configurations
    Utilize features like room and equipment availability, team booking, and round-robin calendars to accommodate any business structure.

  • Payment Before Booking
    Enable payment requirements before booking an appointment, ensuring commitment and reducing no-shows.

Opportunities

Opportunities

Stay up to date with your leads and customers throughout your sales pipelines and processes with detailed project management features.

  • 30% Faster Deal Closure
    Keep your sales pipeline moving with efficient opportunity management.

  • 25% Increase in Sales Conversion
    Effectively track and manage leads through every stage of the sales process.

  • 10% More Predictable Revenue
    Improve forecasting accuracy by managing opportunities with real-time updates.

Workflow Automation

Workflow Automation

Automate your responses, communications, promotions, and lead management with flexible and powerful automation tools.

  • 50% More Efficient Workflows
    Automate routine tasks, freeing up time for more strategic activities.

  • 40% Faster Lead Response
    Engage with leads immediately through automated follow-ups.

  • 25% Increase in Campaign Effectiveness
    Run more successful marketing campaigns with automated processes that ensure consistency and timing.

Payments

Payments

Our tailored CRM offers a comprehensive payments feature designed to streamline your financial transactions, whether you're setting up automatic recurring payments or handling one-time charges.

  • Automatic Recurring Payments or One-Time
    Easily set up recurring payments for subscription-based services or manage one-time payments with ease.

  • Integration with Popular Gateways
    Seamlessly connect with payment gateways like Stripe for smooth and secure transactions.

  • Invoices, Contracts, Products, Coupons
    Manage everything from invoicing to contracts, products, and discount coupons in one integrated system.

Mobile App

Mobile App

Access all your CRM tools and data on the go, ensuring you stay connected and in control, no matter where you are.

  • 100% Mobility
    Manage your CRM from anywhere, ensuring you're always connected to your business.

  • 20% Increase in On-the-Go Productivity
    Handle tasks, update records, and communicate with leads, even when away from your desk.

  • Enhanced Responsiveness
    Respond to leads and manage opportunities in real time, no matter where you are.

Dashboard

Dashboard

View and manage your opportunities with a powerful, user-friendly dashboard that puts all your critical business data at your fingertips.

  • 20% Faster Decision-Making
    Quickly access key metrics to make informed business decisions.

  • 30% Improved Task Management
    Stay on top of your tasks and deadlines with intuitive tracking.

  • Enhanced Performance Insights
    Gain valuable insights into your conversion rates and sales processes.

Services Overview

Why Choose Magnetize CRM?

Our CRM isn't just another off-the-shelf product; it's a solution crafted to fit your business like a glove.

Custom-Built for Your Business

Custom-Built for Your Business

We create a CRM that’s perfectly aligned with your specific needs, ensuring every feature is tailored to your workflow.

High-Converting Funnels

Seamless System Integration

Our features are fully integrated, simplifying processes like lead management and payment tracking.

Scalable for Business Growth

Scalable for Business Growth

Our CRM grows with your business, offering advanced customization and automation to meet future demands.

Unified Customer Engagement

Unified Customer Engagement

Manage all customer interactions from various platforms in one place, enabling faster and stronger client relationships.

Ongoing Support and Training

Ongoing Support and Training

We provide continuous support and training, ensuring your team fully utilizes the CRM’s features with confidence.

Proven Success, Real Results

Proven Success, Real Results

Our CRM drives measurable results, including higher conversions and improved customer satisfaction.

Schedule a Call with Us

Ready to Magnetize Your Business?

Unlock the potential of your business with a personalized consultation from our experts. Whether you’re looking to streamline your processes, boost sales, or enhance customer engagement, we’re here to help. In just one call, we’ll dive deep into your needs and provide actionable insights tailored to your goals.

FAQ

Frequently Asked Questions

Still got Questions?

What makes Magnetize CRM different from other CRMs?

Magnetize CRM is uniquely tailored to fit your business needs, offering a fully customizable platform with features designed to streamline your sales, marketing, and customer management processes. Our CRM adapts to your workflow rather than forcing you to adapt to it.

Is Magnetize CRM suitable for my industry?

Yes, Magnetize CRM is designed to be highly versatile and can be customized to suit a variety of industries, including real estate, healthcare, e-commerce, fitness, and more. Our flexible features and integrations make it an ideal choice for businesses of all types.

Can I integrate Magnetize CRM with other tools I’m already using?

Absolutely! Magnetize CRM supports integrations with a wide range of popular tools and platforms, including email marketing services, social media channels, payment gateways, and calendar apps, ensuring seamless operation across your existing tech stack.

How easy is it to get started with Magnetize CRM?

Getting started is straightforward. We provide a step-by-step onboarding process, complete with training and support, to ensure you and your team can quickly adapt to and start benefiting from the CRM.

Does Magnetize CRM support mobile use?

Yes, Magnetize CRM includes a mobile app that allows you to manage your customer relationships on the go. The app also functions as a POS system, enabling you to process payments anywhere, anytime.

What kind of support is available after implementation?

We offer ongoing support to ensure you continue to get the most out of Magnetize CRM. Our support includes regular updates, troubleshooting, and access to a customer success team dedicated to helping your business thrive.

How does Magnetize CRM help with customer communication?

Magnetize CRM centralizes all your customer communications in one platform, whether through email, SMS, social media, or live chat. This unified approach ensures you never miss a conversation and can respond promptly and effectively.

Is there a limit to the number of users or contacts in Magnetize CRM?

No, Magnetize CRM offers scalable solutions that grow with your business. Whether you’re a small team or a large enterprise, there are no limitations on the number of users or contacts you can manage within the system.

Can I customize the CRM to reflect my brand?

Yes, Magnetize CRM offers extensive customization options, allowing you to brand the platform with your logo, colors, and unique design preferences, ensuring a consistent experience across all customer touchpoints.

How secure is my data with Magnetize CRM?

Data security is a top priority. Magnetize CRM employs advanced encryption protocols and secure data storage solutions to protect your sensitive information. We also comply with industry-standard regulations to ensure your data is safe and secure.