- CMW Lab

Transform Your Sales Process to Predict, Track & Win More Deals

Turn insights into actions with deal scoring and productivity tracking.

Save 10+ hours per week with automated call/email logging, AI summaries, and smart reminders*.

Get instant access to customer information with no tab-switching.

Enhance customer relationships and anticipate needs by suggesting products based on data insights.

Customize sales funnels to simplify workflows for your team while giving supervisors clear visibility.

*Based on feedback from clients who implemented the CRM MVP

Why Choose CMW CRM for Your Business?

CMW CRM automates routine tasks but keeps flexibility for sales creativity, helping teams focus on managing customer relationships.

Core Benefits

The user interface and CRM features are easy to set up and adjust on the fly — no IT support needed.

A clear workflow structure keeps the sales process organized and easy to track.

All customer and deal details — activities, documents, and meetings — are stored within a single workspace.

Gain a 360° customer view by auto-updating records with data from ZoomInfo, Clearbit, Lusha, social media platforms, and more.

Seamlessly connects with tools you use daily, like Microsoft Teams, QuickBooks, and HubSpot.

Streamlined Lead Management

Manage customer relationships easily at every stage, from first contact to repeat sales, with clear step-by-step processes.

Centralized lead management: Collect all requests (online, email, calls) in one place. Qualified leads are automatically routed to the right salesperson.
Custom sales pipelines: Create different pipelines for new/existing customers and simple/complex deals – all customized based on your needs.
Smart data enrichment: Keep customer information up-to-date with verified open-source data.
Full communication history: All interactions are automatically recorded in each lead's profile for easy review.
Activity planner: Schedule and automate reminders for meetings, calls, and follow-ups.
Document handling: Quickly create, securely store, and track contract updates automatically.

Control Sales Cycles with Real-Time Tracking

Monitor real-time data to identify issues early, guide your team, and make better sales decisions.

Optimizing efficiency: See how your deals progress vs. goals with easy-to-read charts and tables. Improve workflows and refine pipelines based on the insights.
Risk management: Automatically alert managers and reps, remind clients, and escalate stalled deals when needed.
Detailed performance reports: Track all key metrics (rep performance, deal timing) with visual dashboards and export options.

Shopping Cart & Payment schedule control

Give customers accurate pricing and delivery updates – with real-time stock info and automatic loyalty discounts.

Real-time inventory visibility: Generate purchase orders by SKU. To maintain real-time visibility of stock levels, integrate with a WMS or an ERP system.
Discounts and limits: Set custom rules by client, project, or product to match your cash flow needs. Schedule invoices for any payment terms – upfront deposits, milestone billing, or post-delivery payments.
Automated payment reminders: System alerts for both your team and clients help avoid late payments and maintain healthy cash flow.

Manage Sales Quotas

Take the right actions at every stage to increase your win rates.

Custom sales targets: Establish and monitor individual KPIs by rep, product, or region through live performance dashboards.
Deal success scoring: Predict deal closure rates using statistics and focus on high-probability leads.

Marketing Tools

Comprehensive CRM analytics deliver key metrics to inform marketing strategy and budget optimization.

Campaign performance tracking: Measure exact marketing ROI to shift budgets to the most effective channels.
Lead source performance analytics: Monitor the complete customer journey to accurately determine lifetime value.

Unlock More with AI

CRM software uses AI to handle routine tasks. They analyze sales calls to pull out important details and next steps, write summaries after meetings, and even draft personalized emails for you. This is about giving the sales team more time to sell by automating the repetitive work with perfect accuracy.

From Data to Deals: The Hidden Integrations Accelerating Your Sales Pipeline

A CRM solution reaches its full potential when connected to other business tools. These integrations automate routine tasks, enhance customer satisfaction, and provide valuable insights.

Key Integration Opportunities:

AI-powered tools: Embed predictive analytics to forecast customer needs and personalize engagement.

BI integration: Transform CRM data into visual dashboards for clearer performance monitoring.

VoIP/CCaaS platforms: Enable click-to-call and auto-logging for seamless customer support.

ERP/Financial systems: Automate quote-to-cash workflows by linking customer records with invoicing.

These integrations create a unified data platform that breaks down silos between departments. The result is faster response time, more accurate forecasting, and customer experiences.

CMW CRM