Demo

take KareCRM for a test drive!

Test drive our demo to see how important CRM systems are for your business by using the KareCRM platform.

 

Administrator Demo

Check out all the features offered with an administrator role

Dashboard

  • Shows you the team’s task lists, completed, to be completed and by individuals
  • Shows type of opportunity, how many opportunities converted to sales, stage of the sale, sort by sales rep or client name

Clients

  • Lists all your prospects, clients and if Active, Inactive, which sales rep assigned to
  • Search your entire list by phone number, contact, company name
  • View client information, address, contact information

Schedule

  • Use your own calendar within KareCRM to easily manage and schedule your appointments

Campaigns

  • Track all your campaigns, create new campaigns
  • Set your start and end dates
  • Know your budgets, industry targets per campaign

Opportunities

  • Track all your opportunities from all your sources such as trade shows, incoming website requests and networking events
  • Which sources are your most opportunities arising from
  • Assign opportunities to specific reps on your team

Vendors

  • List and create all your vendors
  • Record their account numbers and contact information

Knowledgebase

  • Quick reference point for all your knowledgebase
  • Search for keywords to bring up the information you are looking for

Administration

  • Employees – access to all contact information of your employees
  • Company – company logo, company global settings
  • Security – define access levels based on management, supervisor, employee
  • System Settings – general settings for KareCRM

Activity Report

  • Run sales activity reports for quote/close metrics by rep

 

Click here for LIVE Demo!
Log in using the credentials below:
Username: admin
Password: admin

 

Employee Demo

Check out all the features offered with an employee role

Clients

  • Lists all your prospects, clients and if Active, Inactive
  • Search your entire list by phone number, contact, company name
  • View client information, address, contact information

Opportunities

  • Track all your opportunities from all your sources such as trade shows, incoming website requests and networking events
  • Which sources are your most opportunities arising from

Knowledgebase

  • Quick reference point for all your knowledgebase
  • Search for keywords to bring up the information you are looking for

Administration

  • System Settings – your – general settings for KareCRM

 

Click here for LIVE Demo!

Log in using the credentials below:
Username: demo
Password: demo