CRMtree - CRM for sales teams

CRMtree is a CRM for sales teams. The mobile app puts your working day in your pocket: what is overdue, what is planned for today and which customers are waiting for a reply.

YOUR DAY AT A GLANCE
• Start screen with overdue items, today's plan and conversations waiting for your reaction
• Key figures on top: pipeline value, open leads and budget progress
• Sales dashboard with won deals, the funnel and results per salesperson for managers

LEADS AND PARTNERS
• Lead and partner lists with the same filters as in the web app
• Full card: contacts, stage, value, probability and activity history
• Call, text or email a contact straight from the card
• Linked projects visible on every lead and partner

TASKS, NOTES AND MEETINGS
• Add a note, call, task or meeting from any screen with one tap
• Close a task with a single tap
• Send a task or meeting to Google Calendar, Outlook or an .ics file
• Calendar with your tasks and meetings; managers can view a single salesperson

AI ASSISTANT
• Describe a task, note or meeting in your own words – type or dictate
• The assistant fills in the form and asks about anything that is missing
• You always review and save the entry yourself

PROJECTS
• Your tasks across all projects, project list and project card
• Task editing, task history and chat for projects and tasks
• Timeline view for one project or many
• Project finance summary (read-only)

NOTIFICATIONS
• Task reminders
• A new task assigned to you
• A lead or partner handed over to you

SECURE AND COMFORTABLE
• Unlock with fingerprint or face recognition
• Dark mode
• Available in 10 languages: Polish, English, German, Italian, Spanish, French, Romanian, Russian, Slovenian and Croatian

WHO IS IT FOR
The app is for salespeople and sales managers of companies that use CRMtree. You need an account created by your company's administrator – you cannot sign up in the app. If you work for several companies, you choose the company after signing in.

Learn more about CRMtree at https://crmtree.pl