Top-rated features for service based industries

Capture leads from various sources such as social media, offline events, business cards, and online campaigns, then track their journey until they convert into opportunities. With DudeCRM’s intelligent lead scoring, prioritize high-potential prospects and focus your efforts where they matter most. Automate follow-ups with personalized email responses to nurture leads and boost engagement seamlessly.

Assign and track jobs

Capture leads from various sources such as social media, offline events, business cards, and online campaigns, then track their journey until they convert into opportunities. With DudeCRM’s intelligent lead scoring, prioritize high-potential prospects and focus your efforts where they matter most. Automate follow-ups with personalized email responses to nurture leads and boost engagement seamlessly.

Schedule appointments on time

Automatically distribute leads to sales reps using intelligent workflows based on territory, industry, deal value, or a round-robin system. The moment a lead enters your CRM pipeline, instantly notify the assigned rep, create follow-up tasks, and set reminders to ensure timely engagement. Streamline your sales cycle by automating follow-up emails, CRM field updates, and real-time notifications—empowering your team to focus on closing more deals efficiently. demographic filters to send targeted invitations, ensuring your event reaches the most relevant attendees.

Maintain service catalogs

Enhance team collaboration with Feeds, a real-time timeline for discussing deals, brainstorming ideas, and making announcements. Seamlessly integrate your chat tools with DudeCRM to access records, reports, and analytics on demand. Automate lead approvals, event reminders, and notifications to keep your team aligned and responsive.

Integrate Zoho CRM with Zoho FSM to streamline field operations

Manage work orders

Capture leads from various sources such as social media, offline events, business cards, and online campaigns, then track their journey until they convert into opportunities. With DudeCRM’s intelligent lead scoring, prioritize high-potential prospects and focus your efforts where they matter most. Automate follow-ups with personalized email responses to nurture leads and boost engagement seamlessly.

Set up maintenance plans

Automatically distribute leads to sales reps using intelligent workflows based on territory, industry, deal value, or a round-robin system. The moment a lead enters your CRM pipeline, instantly notify the assigned rep, create follow-up tasks, and set reminders to ensure timely engagement. Streamline your sales cycle by automating follow-up emails, CRM field updates, and real-time notifications—empowering your team to focus on closing more deals efficiently.

Mobilize field agents

Enhance team collaboration with Feeds, a real-time timeline for discussing deals, brainstorming ideas, and making announcements. Seamlessly integrate your chat tools with DudeCRM to access records, reports, and analytics on demand. Automate lead approvals, event reminders, and notifications to keep your team aligned and responsive.

Handle diverse teams

DudeCRM provides centralized access to essential documents, including property details, service reports, and transaction records. No more searching through countless files—quickly send the latest property documents to your leads with ease. The intelligent document library automatically associates relevant files with the right lead or deal. Plus, maintain multiple versions of your sales collateral in the Documents Tab, ensuring you always access the most up-to-date draft whenever you log in.

Maintain customer and client records in one place

Document management

DudeCRM streamlines your sales cycle by allowing your team to create, manage, and store quotes, invoices, price books, and bills—all in one place. Simplify post-sales operations with robust inventory management features and effortlessly share customized quotes and invoices with prospects using tailored email and invoice templates.

All your finances in one place

Gain deep insights into your sales performance with 40+ prebuilt reports. Track every stage of your sales pipeline—from campaign spending to deal closures. DudeCRM’s advanced analytics help you monitor agent activity, identify neglected deals, and adjust compensations. Set up revenue forecasts based on territories, measure KPIs with target meters, and stay ahead of lease expirations.

Unify customer interactions

Effortless Integrations for a Unified Workflow

Manage your entire sales process from a single, unified DudeCRM interface. With our seamless Zillow integration, gain instant access to property details, availability, home values, comparable listings, and estimates—all within your CRM. Plus, enhance communication with DudeCRM PhoneBridge, supporting over 50 telephony providers like RingCentral, Vonage, and Amazon Connect. Enjoy features like click-to-call, automated call recording, call logging, and in-depth call analytics to optimize your sale

Simplify billing and payments with
Zoho Invoice

All your finances in one place

Gain deep insights into your sales performance with 40+ prebuilt reports. Track every stage of your sales pipeline—from campaign spending to deal closures. DudeCRM’s advanced analytics help you monitor agent activity, identify neglected deals, and adjust compensations. Set up revenue forecasts based on territories, measure KPIs with target meters, and stay ahead of lease expirations.

Provide contextual subscription offers with Zoho Subscriptions

Effortless Integrations for a Unified Workflow

Manage your entire sales process from a single, unified DudeCRM interface. With our seamless Zillow integration, gain instant access to property details, availability, home values, comparable listings, and estimates—all within your CRM. Plus, enhance communication with DudeCRM PhoneBridge, supporting over 50 telephony providers like RingCentral, Vonage, and Amazon Connect. Enjoy features like click-to-call, automated call recording, call logging, and in-depth call analytics to optimize your sale

Personalize every way of your engagement

Segment customers

Capture leads from various sources such as social media, offline events, business cards, and online campaigns, then track their journey until they convert into opportunities. With DudeCRM’s intelligent lead scoring, prioritize high-potential prospects and focus your efforts where they matter most. Automate follow-ups with personalized email responses to nurture leads and boost engagement seamlessly.

ROI from AdWords campaigns

Automatically distribute leads to sales reps using intelligent workflows based on territory, industry, deal value, or a round-robin system. The moment a lead enters your CRM pipeline, instantly notify the assigned rep, create follow-up tasks, and set reminders to ensure timely engagement. Streamline your sales cycle by automating follow-up emails, CRM field updates, and real-time notifications—empowering your team to focus on closing more deals efficiently.

Personalize prospect engagement

Enhance team collaboration with Feeds, a real-time timeline for discussing deals, brainstorming ideas, and making announcements. Seamlessly integrate your chat tools with DudeCRM to access records, reports, and analytics on demand. Automate lead approvals, event reminders, and notifications to keep your team aligned and responsive.

Bring telephony toyour CRM

50+ telephony providers

Capture leads from various sources such as social media, offline events, business cards, and online campaigns, then track their journey until they convert into opportunities. With DudeCRM’s intelligent lead scoring, prioritize high-potential prospects and focus your efforts where they matter most. Automate follow-ups with personalized email responses to nurture leads and boost engagement seamlessly.

Greet customers by name

Automatically distribute leads to sales reps using intelligent workflows based on territory, industry, deal value, or a round-robin system. The moment a lead enters your CRM pipeline, instantly notify the assigned rep, create follow-up tasks, and set reminders to ensure timely engagement. Streamline your sales cycle by automating follow-up emails, CRM field updates, and real-time notifications—empowering your team to focus on closing more deals efficiently.

Log calls automatically

Enhance team collaboration with Feeds, a real-time timeline for discussing deals, brainstorming ideas, and making announcements. Seamlessly integrate your chat tools with DudeCRM to access records, reports, and analytics on demand. Automate lead approvals, event reminders, and notifications to keep your team aligned and responsive.