CRM
A CRM to follow your contacts and opportunities.
The Rythmelia CRM follows your professional relationships: prospects, clients and partners. Each organization has its contacts, the history of its interactions and its opportunities, in the tool your team already uses.
Every module is included for free during the beta.
Know who to follow up with today
The list of organizations shows the status, the account manager and the next follow-up. The “Follow-ups due” and “At risk” views isolate what needs action. The business agenda shows planned follow-ups and interactions, by day, week or month.
Keep a record of every interaction
Log a call, an email, a meeting, a visit or a note on the organization’s record. Connect your work mailbox (Google, Microsoft or IMAP/SMTP) to write to a contact from Rythmelia, right away or on a date you choose.
Move opportunities forward
Each opportunity has an estimated amount, a probability and a stage: Identified, Qualified, Proposal, Negotiation, Won or Lost. The Opportunities tab arranges them by stage. The Excel export contains organizations, contacts and activities.
Frequently asked questions.
- What can I follow in the CRM?
- Organizations and their contacts, interactions (calls, emails, meetings, visits, notes), follow-ups due and opportunities, from “Identified” to “Won”.
- Do I have to use the other modules with the CRM?
- No. Each module works on its own. The others remain available in the same application if your organization needs them.
Modules to support the rest of your work
Explore all featuresBetter organization starts here.
See how Rythmelia can simplify your team's day-to-day.