The Best On-Premise CRM For Small Business

Enhance sales productivity with a CRM designed for the needs of small business teams.

It Just Works

Legrand CRM was built from the very beginning with the daily working of a small business in mind. We know you can’t be bogged down with useless features, complicated windows and too many buttons. Take advantage of the highly configurable functions to do exactly what you need without the headache.

Sales Pipelines

Build a unique sales pipeline and define custom stages to represent steps in your sales process. Easily filter and search for opportunities by days in stage, days open, last activity, value, forecast status and more.

Account Management

Gain greater visibility of all your customer interactions in Legrand CRM. Effectively manage all customer data, activities and communications. Keep your team in sync, your customers satisfied and never miss an opportunity.

Lead Inbox

Effortlessly capture leads from contact form submissions, emails or integrated online chat systems.

When you receive a lead, Legrand CRM’s auto-processing pulls data from the contact form submission or email to automatically populate fields and reduce manual data entry. You can save the new company and contact, add them to your pipeline, schedule follow-up tasks, and record activity notes all from a single screen.

Campaign Management

Use the Campaigns module to create and track each of your ongoing campaigns. Whether you conduct phone, print, or e-marketing campaigns, Legrand On-Premise CRM delivers an intuitive platform to manage lists and monitor campaign progress.

Key features include the ability to create and manage lists intuitively. To be successful with your campaigns, you must target the right customers. We make it easy for you to segment your companies and contacts into as many lists as you need for targeted communications. Leverage different combinations of keyword tags and user fields to create detailed lists for your marketing campaigns.

E-Marketing

Legrand CRM integrates with Constant Contact and Mailchimp – global leaders in email marketing services. With our integration, you can easily sync mailing lists and download your campaign results from your e-marketing platform directly to Legrand CRM.

Deliver e-marketing campaigns using your chosen provider servicer and seamlessly sync the results to Legrand CRM. Keep track of metrics such as open, click, and bounce rates, and view detailed information on who opened, clicked, forwarded, bounced, or unsubscribed.

Quotes Module

Increase your sales team’s efficiency by providing a fast and intuitive quotation tool that enables them to respond quickly to sales opportunities as they arise. Sales Managers have detailed visibility of all active quotes, their margins and revision history.

The net result is an empowered sales team that can respond quickly to sales opportunities, with management having real-time visibility.

Assets Module

Track items customers have purchased, such as office equipment, machinery, cars, or any item with a unique identifier like a serial number and for which you want to track the purchase date, warranty date, or service history.

You can also use the Assets module to track memberships or subscriptions rather than physical items. Use custom fields to record the membership type, the expiry/renewal date and other relevant information.

Integrations

Legrand CRM provides a powerful and flexible solution that can be integrated with other business systems. Integrate your business system to access information with ease and improve workflow.