• DistinctCRM - Powerful Yet Simplified

    Get organized, win new business, grow and satisfy existing customers! See More Below!

  • Mobile devices? We Got You Covered!

Sales CRM

360-degree view of leads, contacts, and deals/opportunities. Create reminders, send emails, etc…. Forecast and report on the sales pipeline.

Support and Helpdesk

Convert calls, emails and other service requests into support cases. Assign to reps and monitor completion. Report on customer service bottlenecks.

Customer Portal

Allow your customers access to their information, quotes, invoices AND MORE!

Project Management

Convert deals into projects with assignable tasks, subtasks and milestones. Attach documents and related quotes and invoices. Monitor the progress.

More++++

Attach documents to any CRM record (multiple at one time). Automate email sending, pop-up reminders, and field updates. Request and accept payments via PayPal, allow customers to accept/reject quotes/invoices in portal and more.

Marketing

Create Campaigns, capture leads from forms into DistinctCRM and even integrate with MailChimp.

Quotes, Sales Orders, Purchase Orders, Invoicing and Inventory!

Create products, services, and price books. Create quotes, invoices, purchase orders and sales orders. Sync with Quickbooks.

So Much To Share: Just Can't Do On One Page

Sales, Customer Service, Management: So Many Benefits…Contact Us Today!

Power in our CRM

Manage lead, contacts, organizations, partners, vendors and suppliers. Have visibility from history, emails, events/to do’s, projects or opportunities.

Integration

From DropBox, MailChimp, Our Marketing Automation Software, Quickbooks, Gmail Contacts and Calendars etc!!!

Reporting and Analytics

Brief Wording on Reporting and Analytics

Stay on Top of Things

Key Dashboard Metrics: not just the home page but in so many areas!

Powerful Portal For Your Customers

Let Your Customers Have Self Service! Accept quotes and invoices. Pay via PalPal!

Flow From Lead to Customer

Track Activity, Attach Documents and Nurture! Covert leads when ready and manage process all the way to customer!

"This part of the service allows me to focus on more important things: running my business!"
Char George Love the service of being an administrator
"We had specific requirements as a small business: And they listened and helped us: imagine that!"
John Williams Working with us from the start
"Their integration with Quickbooks and even though Lupine has an email marketing product, they integrated with MailChimp."
Liz James Integration with our other software
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Some Screenshots of DistinctCRM