karmaCRM is a web-based CRM software that caters primarily to small and medium-sized businesses. It allows teams to track, convert, and manage deals and proposals in the pipeline. The solution provides email templates for quick drafting and mass emailing features. It organizes tasks through to-do lists and sends alerts of upcoming deadlines via email and text. Depending on the business needs, custom fields can be created for sales forms and sales leads be prioritized based on their convertibility.
The karmaCRM dashboard enables users to keep important information upfront and accessible. karmaCRM can be integrated with Microsoft Outlook, Gmail, and MailChimp for its email features. Social media integration enables sales professionals to capture more leads and stay in touch with them.
karmaCRM maintains a history of all customer calls, emails, tasks, and deals, and shares it with the whole team. Team members can stay in touch with user groups via live chats.
Insightly is a great little app, but KarmaCRM has all of insightly’s best features – and a lot more. For example, If you want to create a non-sales process of things that need to happen after a new customer signs up…or a production template of standard tasks to be done by different users before your company can deliver the goods, insightly can’t do that. With karmaCRM, you can easily create task templates for more or less anything. That means you can systematise almost every area of your business, and make sure that nothing falls through the cracks.
For me, KarmaCRM’s next best feature after task process templates is its Dashboard. Basically, you can create a “home page” of multiple “widgets” , each of which can be set to display whatever information you need to see. For example, All tasks of “type” due “this week”. Or All "Prospects" in “California” who haven’t been contacted since "date”. Each user can easily customize their own personal dashboard to show not one, but multiple, subsets of information that they need to do their jobs. Not only is that difficult or impossible to do in other CRMs, it also gives your users a sense of control over how they do their jobs, (instead of just being told what to do today). They can customize their personal Dashboard to show only the information they need to see, the way they want to see it. At the same time, you can hide what they don’t need to see.
KarmaCRM's mobile app isn’t great, but then you can’t expect to run a sophisticated CRM like this from a phone. The mobile app is just a way to access the information from the road.
Our organization - we are non-profit Consumer Advocates selected karmaCRM after an extensive search for a CRM product that would meet our needs, be easy to use, easy to adapt, had solid customer service and met our budget. Our organization was featured on a major US Network and our clients and inquiries nearly tripled over night. Our search was nearly done when the national exposure happened. We were strongly leaning toward karmaCRM and decided to go for it in the midst of explosive growth.
karmaCRM not only worked for, the support staff were wonderful and incredibly helpful.
karmaCRM has exceeded our expectations at every step of the way and continues to do so. karmaCRM is a great product and solution backed by tremendous people and lead by John Paul Narowski - a truly unique leader of a tech company. John Paul is involved with his staff and clients and is not afraid to admit a mistake or tackle tough questions. He and everyone at karmaCRM are great to work with and actually truly listen to clients our size and from what I can see - all clients of all sizes. We use karmaCRM in every part of our operations and we are reminded every day of the great decision we made in choosing karmaCRM. Our entire staff sends its thanks to John Paul and everyone at karmaCRM not only for a great product but for a great approach to all aspects of their business. Thank you!
Wow, I'm truly touched. I can't thank you enough for all of your support along the way. I hope some day we get to meet in person so I can shake your hand good sir.
Feedback like that helps me and my entire team stay charged and focused.
Hope you have the best and most productive week!
karmaCRM is extremely simple, intuitive, and user-friendly, which makes it a great option for small businesses. I recommend it to clients and to anyone who's looking for something that is really simple and easy to use but gives you all the core CRM features that you need. If you're looking for a way to centralize and organize all of your customer information so you can stay on top of all your calls, emails, and tasks, it does a great job of this. It has all the core tools you need to schedule and keep track of all your sales activities and manage your sales leads so you're following up on every opportunity. You can even capture leads from your website or import contacts and information from Linkedin and social media.
It's also highly customizable, so you can modify it to match your preferences and processes. I've been through some CRM implementations and transitions in the past, and complexity and a lack of customization are often major obstacles. karmaCRM keeps things simple, and you can customize it to fit your workflows rather than having to force your processes to fit someone else's idea of how to manage your customers and sales.
I should also mention that the support is outstanding. There are very few companies that actually make it easy to reach a person and get support when you need it. But karma's support is very responsive and personable, and the company really seems to listen to feedback. If you need to transition to a CRM solution or you've tried other software and just want something that is simpler and much easier to use, I highly recommend it.
We have been using the product for over 8 years. There have been improvements but there still needs to be many more improvement. We have not moved because we now have so much data in KarmaCRM. My review would be much different if the customer support and customer service were better.
There are several features that help you track customer interactions, follow leads and manage task with a team.
You can create task and give them due dates.
You can look at all your customers at a glance and export reports.
There is very little support. Response times are slow. When a feature is broken, it NEVER gets fixed. They are always doing improvements and updates, but the original problems never get addressed. The support team seems very small and customers get left trying to figure things out on their own.
Templates and forms, that would be a great tool, simply don't work.
When creating a customer, then a deal for the customer, the contact info does not copy over. You have to input info in every field.
The mobile app gives very little info and you are unable to look at your calendar or retrieve contact's info quickly.
Excellent experience dealing directly with karmaCRM folks who really listen to their clients and are honest about status of changes and upgrades. Refreshing in the software industry
Its excellent features and reasonable pricing.
Literally nothing - the software is excellent and does the job.
$9/user/month (billed annually) or $12/user/month (billed monthly)
Email communication can be standardized with predefined email templates.
The user can add custom fields and rearrange them as needed.
karmaCRM can be integrated with Gmail, Outlook, and Dropbox.
Email and SMS reminders for calls, meetings, and tasks are also available.
karmaCRM can also import leads from the company’s website with Wufoo and Formstack integration.
Below are some frequently asked questions for karmaCRM.
karmaCRM offers the following pricing plans:
Starting from: $9/month
Pricing model: Subscription
Free Trial: Available
$9/user/month (billed annually) or $12/user/month (billed monthly)
We do not have any information about karmaCRM features
karmaCRM has the following typical customers:
Mid Size Business, Small Business
karmaCRM supports the following languages:
karmaCRM has the following pricing plans:
We do not have any information about what devices karmaCRM supports
karmaCRM integrates with the following applications:
Formstack, Gmail, Mailchimp, Microsoft Outlook, Wufoo
karmaCRM offers the following support options:
FAQs, Knowledge Base