The Best Desktop CRM For Small Businesses

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

Why our customers choose Legrand CRM?

Legrand CRM seamlessly integrates with systems you already use.

Sync customers, invoices, items list and balances to Legrand CRM. In Legrand CRM, create new customers in QuickBooks and convert CRM Sales Quotes into QuickBooks Sales Orders.

Sync customers, invoices, items list and balances from MYOB to Legrand CRM. In Legrand CRM, create new customers in MYOB and convert CRM Sales Quotes into MYOB Sales Orders

QuickBooks Desktop Enterprise

Watch this quick demo to see how we integrate with QuickBooks Desktop Enterprise

Configurable 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.

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.

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

The Lead Inbox captures leads from emails, contact form submissions or integrated online chat systems. When you receive a lead, the Lead Inbox’s auto-processing pulls data from the source to automatically populate fields and reduce manual data entry. From a single screen, you can create a new company and contact, add them to your pipeline, record an activity note, create a Service Desk ticket, and schedule tasks.

Track E-marketing Campaigns

Legrand CRM integrates with Constant Contact and Mailchimp – global leaders in email marketing services. Our seamless integration allows you to sync mailing lists from Legrand CRM to Constant Contact or Mailchimp.

Once you deliver your e-marketing campaign, sync the campaign results into Legrand CRM for analysis and follow-up. Keep track of key metrics such as open, click and bounce rates, and view detailed information on who opened, clicked, forwarded the email, 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 Tracking 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.

Our 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.