Company’s record
Each company in your CRM has its own record.
See the people behind your pipeline. Keep contacts, conversations, and opportunities together so your whole team knows the next step.
Sales pipeline
To explore2
In progress1
Ready to go1
Each company in your CRM has its own record.
Each person in your CRM has their own record.
Connect each person to their company, both ways.
See where every deal stands, and drag it forward when it moves.
Let WeldAgent enrich a company with its revenue, team size and more.
Build a follow-up sequence that runs itself until someone writes back.
Group leads into lists and take action on the whole group at once.
Keep a to-do list on every record so nothing gets forgotten.
Keep notes on the record so everyone knows what’s happened.
Decide who can see each record, from full access to none at all.
Yes. You can import your contacts, companies and deals from your old CRM when you set up WeldCRM, and keep all of your history.
Most teams are up and running the same day.
It’s yours. You can export your contacts, companies and deals at any time, with no lock-in.
Yes. Build the stages and fields that match how your team sells, and change them whenever your process changes.
Yes. WeldCRM has a full mobile app on iOS and Android.
No. Add as many contacts, companies and deals as you want. The CRM doesn’t cap how much you keep in it.
Free for one user. All 13 apps included.