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CRMROI: A CRM Designed for SMBs!

Want to make the most of your sales and marketing data to drive sales and revenue for your small or midsized business (SMB)? Say hello to CRMROI — built for sales team small in size, but large in hustle. If you don’t currently use a CRM, CRMROI is an affordable solution for helping your team close more sales. Keep reading to learn more about how CRMROI can drive results for your business!

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We’ve generated over

2,416,945,839

in client revenue

We've generated

6,271,747

leads for our clients

We have more than

200

digital marketing experts

Explore CROMROI plans

1-3 CRM User Seats
Lead Source and Website Visit Tracking
Marketing Call Tracking Data Import
Lead Action and Followup Dashboard
Lead Scoring and Qualification Tools
Email and SMS Lead Routing

Up to 4 CRM User Seats
Lead Source and Website Visit Tracking
Marketing Call Tracking Data Import
Lead Action and Followup Dashboard
Lead Scoring and Qualification Tools
Email and SMS Lead Routing

Up to 5 CRM User Seats ($25 for each additional user)
Lead Source and Website Visit Tracking
Marketing Call Tracking Data Import
Lead Action and Followup Dashboard
Lead Scoring and Qualification Tools
Email and SMS Lead Routing

See full deliverables

What is CRMROI and why do I need it?

As marketing pioneer John Wanamaker famously said, “Half the money I spend on advertising is wasted; the trouble is, I don't know which half.”

Without a CRM, it’s hard to evaluate the results of your marketing efforts. Fortunately, CRMROI can help you track return on investment (ROI) and allocate funds to channels that drive the most sales and revenue.

CRMROI combines proprietary marketing data with lead management best practices to make it easier for you to tie your sales and marketing data together.

CRMROI flawlessly integrates with MarketingCloudFX — our proprietary ROI tracking platform — and allows you to:

Automatically track the ROI of your marketing budget
Track the entire lifecycle of your leads from their first website visit or brand interaction to purchase
Manage your sales pipeline
Close more deals
And more!

Want to speak directly with a CRM expert to learn more? Give us a call at 888-601-5359!

We get it — sometimes you want to speak straight to the source. To speak with a Digital Marketing Specialist about our marketing services, feel free to give us a call at:

888-601-5359

Our WebFX marketer has personally undertaken to learn our business and our goals and it shows in the quality of service they provide to us. Each member of the team that we have had interaction with has been eager to help make our website, and consequentially our business, the best it can be. WebFX is truly an extension of our team, providing expertise in areas where we do not specialize.

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CRMROI Services

Features	SILVER	GOLD	PLATINUM	Enterprise
CRM User Seats	1 to 3	Up to 4	Up to 5; then $25 for each additional user	Up to 5; then $25 for each additional user
Lead Source and Website Visit Tracking
Marketing Call Tracking Data Import
CompanyTrackerFX Automated Company Visitor Insights
Pipeline Tracking and Custom Sales Stages
Lead Action and Followup Dashboard
Email Communication Sync into CRM through BCC
Lead activity and history timeline
Company Directory
Customer Contact Directory
Sales Pipeline and Revenue Forecasting Tools
Lead Scoring and Qualification Tools
Marketing Channel-Specific Reporting for Closed Leads
Integration of CRM Into Website Forms
Email and SMS Lead Routing
Ability to ask CRMROI support questions and open support tickets
CRMs setup for each distributor or channel-partner
Monthly Investment	$75 (Free for WebFX clients)	$100	$125	$2,500 a month and a per distributor/channel-partner monthly investment
Need more information? Call Us: 888-601-5359	GET STARTED	GET STARTED	GET STARTED	GET STARTED

CRMROI Onboarding Plan

Features	Basic Onboarding	Advanced Onboarding
Demo Training with Sales Team Leadership	1 Hour	2 Hours
Delivery of Template for CRM Migration Data
Access to Dedicated CRMROI Post-Launch Support	30 days	90 days
Review of CRM Migration Data Import
Review + Configuration of CRMROI Sales Stages
Daily Sales Activity Dashboard Training
Marketing + Sales Data Review
One Time Investment	$350 (free for WebFX clients)	$950
Monthly Investment	$250 (optional)	$250 (optional
Need more information? Call Us: 888-601-5359	GET STARTED	GET STARTED

CRMROI Ongoing Support Plan

Features	CRMROI Ongoing Support & Consultation
Access to dedicated CRMROI Support Specialist
Ability to ask ongoing CRMROI support questions/tickets
Ongoing monthly support and consultation
-- Includes up to 2 hours per month
Additional CRMROI support and consultation	$125 per hour
Expected response time	1-2 days
Monthly Investment	$250 per month
Need more information? Call Us: 888-601-5359	GET STARTED

Key CRMROI features

Want to learn more about what CRMROI can do for you? Take a look at these six CRMROI features:

1. Seamless lead management

CRMROI integrates directly with the forms on your website to save you time manually entering leads, and your sales team can get leads faster with email and text message notifications.

2. Marketing and sales data

Every lead contains a full timeline of our proprietary marketing data including website session history, lead source, visit duration, and call recording and transcription data. Closed leads will tell your marketing team which channels are driving sales.

3. Notes

Every call, email, and activity can be tracked to specific leads, so you can remember key details that help you build relationships and earn more sales.

4. CRM dashboard

Set custom follow ups and action items for every opportunity, and use our CRM dashboard to plan your sales day. Set custom due dates and assign to your sales reps.

5. Contact management

At last, you can delete your contact spreadsheet and manage all of your sales contacts in a single thread.

6. Simple pipeline management

Drag and drop your leads through every stage in your sales process with our simple pipeline management tool.

In addition, CRMROI lets you maximize MarketingCloudFX features like ReviewBoostFX, LeadNurtureFX, and advanced audience targeting.

Measuring what matters most

Are you interested in custom reporting that is specifc to your unique business needs? Powered by MarketingCloudFX, WebFX create custom reports based on what you care about most.