Funnel CRM Overview

This is a summary of the comprehensive capabilities and benefits of Funnel CRM based on over 280 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Funnel CRM, Pipedrive, Microsoft Dynamics 365 for Sales, workbooks.com, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Funnel CRM is right for your needs? Our Cuspera AI engine can evaluate how Funnel CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Funnel CRM supports business activities such as:

  • Proposal & Quote Management
  • Contact List Management
  • Engagement Management
  • Lead Tracking
  • Lead Management

Funnel CRM can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Improve Brand Engagement, and Enter New Markets Internationally Or Locally. It can help manage these activities if you use E-Mail and Website for these needs. As a solution, Funnel CRM's capabilities include Personalization.

Funnel CRM Computer Software Vertical is its biggest customer base.

Reviews

"...It allows you to create quick well-formatted business proposals without the mess...." Peer review by Muhammad, Araam

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well Funnel CRM solved their CRM needs. Cuspera uses 280 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Funnel CRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve Brand Engagement
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Use Cases

Peers recommend Proposal & Quote Management , Contact List Management , Engagement Management , as the business use cases that they have been most satisfied while using Funnel CRM.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Proposal & Quote Management with E-Mail

4.86/5 ★

Read Reviews (29)

"...It allows you to create quick well-formatted business proposals without the mess...."
Contact List Management with E-Mail and Website

4.88/5 ★

Read Reviews (19)

"...We primarily used for contact management and integrating with our website for collecting incoming data...."
creating contact list

4.51/5 ★

Read Reviews (5)

"...Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox...."
Engagement Management with E-Mail

4.60/5 ★

Read Reviews (14)

"...It s one heck of a tool that unites your sales force around a single suite of software that easy-to-use and brings all your leads, customer interactions and more together in one place...."
engaging and following up

4.47/5 ★

Read Reviews (11)

"...Staying on top of followups Managing contact details Managing Sales Funnel Sending Professional Proposals...."
PEER EXPERIENCES
Proposal & Quote Management with E-Mail

4.86/5 ★

Read Reviews (29)

"...It allows you to create quick well-formatted business proposals without the mess...." Peer review by Muhammad, Araam
Contact List Management with E-Mail and Website

4.88/5 ★

Read Reviews (19)

"...We primarily used for contact management and integrating with our website for collecting incoming data...." Peer review by User
creating contact list

4.88/5 ★

Read Reviews (5)

Engagement Management with E-Mail

4.60/5 ★

Read Reviews (14)

"...It s one heck of a tool that unites your sales force around a single suite of software that easy-to-use and brings all your leads, customer interactions and more together in one place...." Peer review by Agency
engaging and following up

4.60/5 ★

Read Reviews (11)

26+ more Business Use Cases

Our AI advisor, Wyz, harnessed 280 insights from peers and experts to help you assess how these Funnel CRM use cases fit your CRM needs.

Popular Business Setting

for Funnel CRM

Top Industries

  • Computer Software
  • Internet
  • Marketing and Advertising

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peers used Funnel CRM to Enhance customer relationships and Acquire customers

Peer and Expert Opinion on Features

for Funnel CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.42/5 ★

Read Reviews (11)
FEATURES RATINGS AND REVIEWS
Personalization

4.42/5 ★

Read Reviews (11)

IT and Other Capabilities

for Funnel CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.76/5 ★

Read Reviews (34)
Data Export

4.07/5 ★

Read Reviews (7)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.76/5 ★

Read Reviews (34)
Data Export

4.07/5 ★

Read Reviews (7)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.91/5 ★

Read Reviews (52)
Phone Support

3.44/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.91/5 ★

Read Reviews (52)
Phone Support

3.44/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.81/5 ★

Read Reviews (15)
Analytics

4.53/5 ★

Read Reviews (7)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.81/5 ★

Read Reviews (15)
Analytics

4.53/5 ★

Read Reviews (7)

Software Failure Risk Guidance

?

for Funnel CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Funnel CRM

Vendor Profile Details

Company Name

Funnel CRM

Company Website

https://www.funnelcrm.com/

HQ Location

11923 NE Sumner St, Portland, Oregon US

Employees

11-50

Social

Financials

NA