Message center & Actions

Bring clarity and control back to your inbox. Shorten the sales cycle, qualify faster and win more deals by keeping yourself and your team action-focused. Discover the details and insights you need to improve the sales process.  Each user can see all previous emails, phone calls, or meetings, as well as all future planned actions, with a single click.

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Message center 

A better way of connecting

Bring clarity and control back to your inbox. Focus on what’s important by using the simple interface. Respond more quickly and complete more tasks.

Emails, web-form submissions, and anything else that comes in are all collected in the message center. Everything is organized by company and contact, making it simple to find and manage.

Conversation histories, email templates, and search can help you save time and increase conversions.

Actions

Keep your team organized

Shorten the sales cycle, qualify faster and win more deals by keeping yourself and your team action-focused.

Rizer CRM organizes actions based on deals, onboarding, or retention. This ensures that your team is always aware of the next step that will help increase CLV.

When assigning deals and actions to the sale steam, Rizer CRM keeps things simple. This helps you track individual user and team performance more effectively than ever before.

Do you want more grip on your sales? Why wait ...

Company page

Improve the way you communicate

Boost performance by having access to all communications and actions pertaining to a specific company. Keep track of what was done, when it was done, and who did it, and keep an eye on what’s coming up next.

Improve collaboration among multiple teams in a single location. Each user can see all previous emails, phone calls, or meetings, as well as all future planned actions, with a single click.

Rizer CRM connects everything to deals, onboarding, and retention so that you, as a manager, can see the big picture and make quick decisions.

Timeline

Gain full visibility

Discover the details and insights you need to improve the sales process. See how you progress over time, and how your deals have been handled by your team. 

Track and increase performance for both the company and the individual team members. The timeline shows all actions, emails or notes from all users in an intuitive timeline view that can be sorted by date, person, or action type. 

These features make it easy for your team to find what they need and manage day to day activities.

Do you want more grip on your sales? Why wait ...

Email templates

Improve the way you communicate

Build relationships with leads and customers, deliver a strong call to action, personalize your emails, and use email templates to streamline your activity.

Increase conversions by connecting templates to pipeline stages and user roles.

Your sales team will be more productive because they will spend less time in their email inbox, and you will have complete control over a single clear message communicated to all leads and customers.

 

Frequently Asked Questions about email and CRM

How to use email templates in your CRM?

Email templates are a great way to save time when you’re sending emails. They automatically include the correct salutation, body and closing for you, so you can focus on the important stuff. But you can also use them for more than just email. You can use them for your customer relationship management (CRM) software too.

Is email important in customer relationship management?

Email is an important communication channel in customer relationship management (CRM). Today, most companies use email to communicate with customers when they need assistance, provide updates, and respond to inquiries. In order to provide the best customer experience, it’s important to use email to its fullest potential.

Do you need email to be integrated with your CRM?

The most effective marketing strategies include the integration of email into your customer relationship management (CRM) software. By using email as part of a customer lifecycle approach, you can: – Segment your customers – Personalize your emails – Measure the effectiveness of your campaigns – Improve the quality of your responses — all while saving significant time.

How to use email in your CRM?

Email is one of the most important channels for communication in a customer relationship management system. You can use email to build stronger relationships with your customers, keep them up to date on the latest news and offers from your business, and respond to any questions or concerns they might have.

Is email important in sales?

Email is perhaps the most important channel for sales. In fact, it’s often been said that the majority of a prospect’s buying decisions are made before a single phone call is placed. But how much email should you really be sending? And how can you tell if something is working or not?

What is the difference between inbound and outbound emails?

Emails can be sent in two different directions: inbound and outbound. Inbound emails are those that come into your email box from a contact or group. They’re the ones you answer or respond to, or ignore. Outbound emails are those that are sent from your email address.

Who should have access to customer emails?

Customer-related emails can be an extremely valuable tool for improving business operations and strengthening relationships with customers. But if these emails are only accessible to those who need to see them, they lose much of their value.

Is an universal inbox necessary in a CRM?

In a world where inboxes are being crowded out by the influx of emails, inboxes are being crowded into a select few, it is clear that there is a demand for a better solution. A universal inbox that is able to handle all of your emails, no matter where they are in the system, is the answer to the inbox chaos.

How can I get started today?

You can get a demo of Rizer. A dedicated consultant will show you how Rizer can work for you from day one. it’s that easy!

A CRM that finally works the way you need it to

Rizer CRM helps you boost revenue by empowering you to easily discover insights, plan the right actions,
and improve conversions – across the entire customer journey.

Get a live demo today