With ScaleCRM, sales opportunities and client data are just a click away while your pipeline runs on autopilot. This is part of Your MSP Marketing Kit.
Running an MSP is complex, but managing your leads shouldn't be. ScaleCRM helps you track and nurture every opportunity with ease. From prospecting to closing, we give you the tools to stay on top of your pipeline.
Accelerate your sales cycle by receiving an internal notification immediately when a lead shows interest, turning prospects into closed clients.
Pipeline Management:
Easily track leads at every stage
Omni-Channel Communication:
Call, SMS/MMS, and email right from the CRM
Website Chat:
Capture and convert visitors into leads instantly
Automation Workflows:
Save time with advanced logic automation
Seamless Integrations:
Connect to Slack, LinkedIn, Google Business Profile, and more
Book client meetings seamlessly with our built-in calendar widget, keep your systems connected with powerful integrations and save hours with automation, intelligent workflows, and trigger links.
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From the moment your account is set up, you can start benefitting from ScaleCRM and making immediate pipeline moves, inputting contacts and moving them along the pipe. Our platform saves time and costs by automating manual activities like following up on clients, booking appointments, and tracking calls.
No guesswork, no confusion. Your team gets exclusive access to the ScaleCRM Academy packed with training videos and resources to get you up and running fast. Plus, personalized onboarding ensures you're set for success.
Step-by-step training library
Expert onboarding for a smooth setup
Ongoing updates to keep your skills sharp
Plus a website and all the extra tools and resources that make having a CRM worthwhile. It’s all included.
Browse our Q&A bank to soothe any questions you might have.
ScaleCRM is a highly robust CRM platform that can help you better manage your entire marketing flow and sales pipeline, including tools and abilities such as:
Lead Management
Lead Nurture
Calendar Link
Customized Workflows
Sales Pipeline
Email/SMS
Call Tracking
Marketing Automation
Key Business Metric Tracking
Yes, you can manage all communications without switching to an external system.
Yes, automations are highly customizable, from simple form notifications to long-term email sequences based on contact activity.
Contacts must be uploaded using a template provided during onboarding. It's essential that the data is cleaned before uploading.
See a demo of how Your MSP Marketing will help you grow your pipeline, get seen by prospects, and keep better track of revenue opportunities.
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