Everything an agency or service business does with its clients, in one place.
Nine parts, one system, one timeline per client – from the first contact to the paid invoice. All of it is included for RoseSpark CRM customers, for any number of users.
In the order of the client journey
- 1
CRM and pipeline
Contacts, companies, deals board, tasks and reminders, custom fields, CSV import with undo.
- 2
Cold email outreach
Sequences, mailbox rotation, reply detection and a compliance check before every send.
- 3
Calling and power dialer
Browser phone, calling providers, dialers, power dialer with scripts, calling rules.
- 4
SMS, WhatsApp and Inbox
SMS and WhatsApp Business with templates, opt-outs and one inbox per contact.
- 5
Workflows
Drag-and-drop automation with triggers, conditions, waits, actions and a run log.
- 6
Proposals and e-signature
Templates, one-time and monthly lines, view tracking and online signing.
- 7
Projects and client portal
Project templates, deliverables with approvals, time tracking and a client portal.
- 8
Billing and payments
GST, VAT and sales-tax invoices, retainers, reminders, Razorpay, Stripe and PayPal.
- 9
Reports and client reporting
Sales, outreach, calls, team and revenue dashboards; Google and Meta client reports.
Works with the services you already use
Connect your own accounts; their charges (call minutes, messages, payment fees) are paid to them.
- Google · Microsoft · Zoho Mail · any SMTP/IMAP mailbox · Instantly · Smartlead · lemlist · Apollo
- Calling and messaging
- Twilio · Plivo · Telnyx · Exotel · Aircall · JustCall · CloudTalk · WhatsApp Business Cloud API · your SIP trunk
- Payments
- Razorpay · Stripe · PayPal · Payoneer · Wise
- Marketing reports
- Google Analytics · Google Search Console · Google Ads · Meta Ads
- Notifications
- Slack · webhooks
Product names are trademarks of their owners; RoseSpark CRM is not affiliated with them.
See it on your own data: book a 30-minute demo
A real CRM, the whole client journey, your questions answered.