- Setup account
Set up Rizer CRM by managing profiles, email links, company settings, users, products, sales pipeline, payments, estimates, email templates, and webforms to fit your business. - Your profileManage user details such as role, contact information, and password reset options for seamless access and security.
- Connect your email addressConnect, disconnect, and manage email addresses with flexible privacy settings for better communication and data management.
- Your OrganizationAccess and customize your organization’s account information, currency preferences, and other essential settings to align with your business needs.
- Adding usersEasily add, manage, assign roles, and define territories for users, with options to activate, deactivate, and edit profiles to ensure team efficiency.
- CompaniesTrack lead sources and manage competitor information with customizable lists designed to enhance your sales strategies.
- SegmentationsCategorize leads and customers for efficient resource allocation and territory management through tailored segmentation strategies.
- ProductsCreate, customize, and manage various products and pricing models within an intuitive interface designed to streamline your sales operations.
- PipelineOrganize and manage lead and customer sales flows through stages like evaluation, demo, and quote to optimize your sales process.
- Payments settingsSet up and manage automated payments through Stripe, complete with error notifications for seamless transaction handling.
- EstimatesConfigure deal value intervals, stage probabilities, win dates, subscription terms, and performance targets to accurately forecast and track sales.
- Email templatesStreamline communication with pre-designed email templates that ensure consistency and enable personalization for your sales and marketing efforts.
- WebformsCapture leads, automate data entry, and allow website embedding without third-party integration using Rizer CRM’s webforms.