Salt CRM

Open Salt CRM and put it to work on day one. Point it to your domain, add your logo and colors, and rearrange the admin menu so your most-used tools sit up front. Create roles, set permissions, and turn on Google reCAPTCHA to harden forms. Enable server-side encryption and schedule automatic backups so nothing falls through the cracks. Pick a theme for your team and a different one for your client-facing portal, then connect your phone line and social accounts to handle conversations from one place.

Capture demand without busywork. Publish web forms to feed new contacts straight into lists with lead scoring. Use automation to route hot prospects to the right territory, assign an owner, and start a playbook. The AI Assistant can scan recent emails, highlight stalled deals, and draft tailored outreach or follow-ups you can send as-is or tweak. Log calls automatically, record notes, and sync every activity in real time so managers see the full story in the pipeline. Track stages, probability, and next steps; nudge reps when tasks are overdue or when a deal shows risk.

Price and close without leaving the record. Build quotes from the product catalog, produce multiple proposals per opportunity, and revise line items until the buyer is ready. Convert wins into orders and kick off delivery with a single click. Spin up a project, assign tasks to teammates, and track effort with time logs that roll into budgets. Use spaces to collect design ideas, share documents, and keep feedback organized. Give customers portal access to monitor progress, download files, and view invoices so they stay informed without chasing your team.

Keep momentum after the sale. Segment by behavior, purchase history, and fit; start nurture programs with marketing automation that adapts to engagement. Monitor inbound questions across channels, escalate complex issues, and measure response times. Build dashboards for revenue, workload, territory performance, and campaign ROI; lean on predictive analytics to forecast next quarter and spot churn risks. If you rely on connected devices, stream IoT signals into records to trigger service tasks before a failure. Every screen works well on mobile, every system syncs in real time, and every change is captured in reports you can share with leadership.