One system for your CRM and sales email automation, or seamless integration with your CRM instance for a deep and reliable sales integration
Bi-Directional Sync -Automatically sync fields, status and more. Automatically create lead and contact records between CRM, bi-directional or one-way.
Activity Sync:
Log all sent and received emails, either from SalesRocket or your individual email account. Create custom call outcomes and automatically log completed calls.
Select Leads or Contacts from CRM list views and push them to SalesRocket with one-click, for targeted outbound. Sync directly to CRM or use stand-alone, add custom fields that become variables in your email templates and easily map to your existing CRM setup. Easily import new prospects or integrate with other list building and lead intelligence platforms. Easy to use and navigate with a spreadsheet-like interface. Powerful filtering lets you sort, sift and segment your prospects by any field, even custom ones you create.
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