NetLumen CRM+ · CRM Solutions
CRM software with calling and WhatsApp built in
Purpose-built CRM for communications-driven businesses. Manage leads, contacts, deals, and customer interactions with deep telephony integration and automation workflows.
Overview
What is a telephony CRM?
A telephony CRM is customer relationship management software that is connected to your phone system, so calls and messages are placed and logged from the customer record rather than in a separate tool.
NetLumen CRM+ is a CRM built for teams whose work happens in conversations. It covers lead and contact management, a deal pipeline view, click-to-call, WhatsApp integration, email campaigns, task and activity tracking, custom fields, and reports and dashboards.
In plain terms: CRM+ is software to manage leads and customers. Track every follow-up, call customers from their record, and see how sales are progressing.
Call and message from the record
Click-to-call and WhatsApp integration put customer conversations where the customer data is.
A clear sales pipeline
Track leads, contacts and deals through a visual pipeline.
Shaped to your process
Custom fields and activity tracking fit the way your team works.
Reports that show progress
Dashboards and reports give managers a view of activity and outcomes.
Key Features
Use Cases
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Get a Free DemoFeatures in detail
What CRM+ does, feature by feature
Lead & Contact Management
CRM+ keeps every lead and contact in one place, with their details and history together. Lead management becomes simpler because the team works from a shared record instead of scattered spreadsheets and personal notebooks.
Pipeline View
The pipeline view lays out deals by stage, so you can see at a glance where each opportunity stands. It supports sales tracking by showing managers which deals are progressing and which have stalled.
Click-to-Call
Click-to-call lets a user start a phone call to a contact directly from their record in CRM+. It removes manual dialling and keeps calling within the same screen where the customer's details are visible.
WhatsApp Integration
WhatsApp integration lets your team communicate with contacts on WhatsApp from within CRM+. Since many customers prefer messaging, this keeps those conversations connected to the customer record instead of sitting on individual phones.
Email Campaigns
Email campaigns let you send a message to a group of contacts from within CRM+. Marketing and sales teams can reach selected leads together, working from the same records they use for everything else.
Task & Activity Tracking
Task and activity tracking records what has been done for each customer and what is due next. It makes customer follow-up dependable, because pending calls and commitments are visible instead of relying on memory.
Custom Fields
Custom fields let you add your own data fields to records, beyond the standard ones. Every business tracks something specific, and this lets the CRM software reflect your process instead of forcing a fixed template.
Reports & Dashboards
Reports and dashboards summarise the data in CRM+ into views that managers can read quickly. They help leaders understand team activity and the state of the pipeline without asking each person for an update.
How it works
From setup to everyday use
- 1
Bring in your data
Add your existing leads and contacts to CRM+ and create any custom fields your business needs in order to describe them properly.
- 2
Shape your pipeline
Define the stages a deal passes through and give your team members access, so that everyone works from the same pipeline view.
- 3
Work your leads
Call contacts with click-to-call, message them on WhatsApp, send email campaigns and log tasks so that each follow-up has a clear owner.
- 4
Review and refine
Use reports and dashboards to see how the team and the pipeline are doing, then adjust stages, fields or priorities accordingly.
Who it is for
Where teams use it
Sales Teams
Sales teams juggle many leads at different stages and lose deals when follow-ups slip. CRM+ gives them a pipeline view, click-to-call and task tracking, so each representative knows whom to contact next and why.
Customer Success
Customer success managers need the full history of an account before each conversation. Contact management and activity tracking in CRM+ keep past interactions in one record, while WhatsApp integration lets them stay in touch through a familiar channel.
Support Ticketing
Support staff handling customer issues need to know who the customer is and what has already been tried. CRM+ lets them log each issue as a tracked task against the contact record and return the call with click-to-call.
Marketing Ops
Marketing operations teams need tidy lead data and a way to act on it. CRM+ offers custom fields to describe and group contacts, email campaigns to reach them, and reports and dashboards to see how leads move forward.
FAQ
CRM+: common questions
Does CRM+ integrate with phone calls?
Yes. CRM+ includes click-to-call and telephony integration, so calls are made and tracked from the CRM.
Does CRM+ work with WhatsApp?
Yes. CRM+ has WhatsApp integration, and it works with NetLumen ChatFlow for WhatsApp Business messaging.
Who is CRM+ for?
Sales teams, customer success, support ticketing and marketing operations.
Solutions built on CRM+