Designed for the modern sales warrior
Timely CRM Capabilities
Sales
Improve sales and build your pipeline with our sales automation tools. Model your sales process to increase lead conversion rates, send personalized quotes and prioritize which opportunities you should be pursuing next
Marketing
Create engaging campaigns to send marketing content and automate marketing tasks. Use custom fields to model your personas and successfully segment your data using our Target Lists module.
Dashboards
Monitor the business data that is important to you at a glance with personalized real-time dashboards for you and your users. Our Reports module allows users to build, generate and manage reports based on real-time data.
Activities
Record and automate key touchpoints with your customers with our Calls, Meetings, Tasks and Notes modules. Our personal and shared calendars allow your users to keep track of their day-to-day and never miss a client appointment!
Customers
Get a 360-degree view of your customer base at any given time. Use insights to build strong and lasting relationships
Cases
Our Case Management modules & self-service portal allow users to successfully manage customer issues. Manage all correspondence within the case, use workflow to track resolution times and monitor case categories to understand the problems your customers face.
Why Timely CRM?
Better Security and Flexibility
Unlike traditional SaaS, where a common database is shared among companies, your database is dedicated to you.
Hosted in Amazon Web Services (AWS), the largest hosting platform in the world, daily backups are automatic.
Because of your unique environment, you can customize the application and control upgrades.
You also can restrict mass excel data extracts.
More Personalized Service
When you need assistance, our professionals are here for you.
You have an assigned account manager who can provide training and implementation services.
If requested, technical services are available for systems integration and special configurations.
Affordable & Scale-able
Affordable & Scale-able
Affordable & Scale-able
Avoid expensive add-ons with our all-inclusive pricing for comprehensive baseline functionality.
Monthly fee per user of $55/month, billed quarterly.
Our services are offered upon your project authorization and billed as incurred on a monthly basis.
Proven Application
Affordable & Scale-able
Affordable & Scale-able
Timely CRM is built upon the open source application Suite CRM.
This proven application is deployed for thousands of users world-wide.