CRM – Capture, Track, Close
Keep every lead, conversation and quote in one place, from the first email to the closed deal. All in one platform.
See revenue for every pipeline stage
Plan the next activity for each deal
Send quotations in just a few clicks
A New HQ for All Your Customer Info
More than a contact list
CRM is the hub for your sales work. Track every opportunity as a card, keep emails and calls on the same record, and see what each stage is worth.
Leads and AI scoring
Focus on the leads most likely to close
- Create, import and acquire leads in one place
- Score leads with AI so the best ones come first
- Turn incoming emails into pipeline cards
- Nurture leads until they are ready for a quotation
Activities and communication
Never miss a follow-up
Your next step is always planned
Schedule calls, meetings, mailings or quotations, and the next activity is planned from your sales script. Email, live chat, SMS and VoIP all stay on the same deal.
Quotations
Attractive quotations in two clicks
Pick products from your catalog and let the quotation build itself, then send it without leaving the deal.
01
Choose from your catalog
Add products to a quotation straight from the catalog.
02
Preview before it goes out
Check the quotation the way your customer will see it.
03
Send in a few clicks
Email it from the opportunity and keep the thread in one place.
Turn Reporting Data into Money
Smart decisions come from accurate, real-time data.
Revenue forecasts
See what your pipeline is expected to bring in.
Team performance
Compare results across your sales team.
Custom dashboards
Dig deeper into your sales metrics.
From First Lead to Closed Deal in Four Steps
No setup headaches. Add your leads and your pipeline builds itself.
01
Capture
Create leads or bring them in from emails and imports.
02
Qualify
Score leads and move the best ones into your pipeline.
03
Quote
Plan activities and send quotations from the deal.
04
Close
Drag the deal to Won and follow revenue in reports.
Benefits of Working with MYCT | CRM Services
- Every lead and conversation in one place
- Pipeline view with revenue by stage
- Follow-ups planned for every deal
- Quotations sent in a few clicks
- Setup help and long-term support
Our Approach to CRM Setup
We start with how you track leads today: your sources, stages and sales steps. Then we configure the pipeline, connect your email and show your team how to plan activities, so your first month runs smoothly.
Highlights of Our CRM App
Everything a sales team needs, built into one platform.
Pipeline view
Drag opportunities between stages and see revenue per stage.
Lead management
Create, import, acquire and nurture leads.
Activities
Schedule calls, meetings and emails with next steps planned.
Email to pipeline
Incoming emails are added to your pipeline.
Quotations
Pick products from the catalog and send in a few clicks.
AI lead scoring
Work on the right leads first.
Automation
Automate lead creation, team assignment and activities.
Reports and forecasts
Revenue forecasts, team performance and dashboards.
Built for Every Kind of Team
Start with your pipeline, then change anything.
Sales Teams
Work every deal from one board
Sales Managers
See team results at a glance
Small Businesses
Never lose track of a follow-up
Marketing Teams
See where leads come from
CRM Questions, Answered
Yes. Every opportunity is a card on a pipeline board, and each stage shows the revenue you expect from it.
Yes. Schedule calls, meetings, emails or quotations, and the next activity is planned from your sales script.
Yes. Select products from your catalog and send the quotation in a few clicks.
Yes. AI lead scoring helps you focus on the leads that matter most.
Yes. We configure your pipeline and activities, and support your team after launch.