Friday CRM

A Free Forever CRM for your business

CRM stands for "customer relationship management" and is an essential tool for almost any business. What business wouldn’t benefit from having all customer information in one place? Plus, a good CRM can easily integrate with almost any other tool you use.

Friday CRM is a customer relationship management (CRM) tool that is purely cloud based with no software download required. We utilize FridayCRM here at pivotCloud for our client list, and our sales team uses it to keep track of opportunities. The import and export tools are elegant, versatile, and sophisticated and there is even an API for direct integration. With features such as pipeline management, Gmail integration, dashboard, tasks, and activities, you'll have a free and powerful tool to work with your customers.

Implementing Friday CRM

Of course, we can help you with your implementation questions, whether you are starting from scratch, from spreadsheets, or migrating from another CRM.

As part of our setup fee, we can perform the following tasks as part of our collaboration.

• Import company and contact lists to your specifications
• Setup filters and views for quick access to vital sales information
• Integrate with the Zadarma Business Phone system to have a robust contact center platform
• Setup Gmail, Calendar, and Google Contacts integration

Discover how Friday CRM works

We recommend starting with this video and then start organizing and migrating your contacts, as this should be the first step in setting up any CRM system. And to connect your Gmail inbox, we recommend this video to learn how. Once you've done this, the next steps would be to track your sales pipeline, create and manage contacts, and create deals and link them to contacts. And if you have any questions on integration with other pivotCloud products, we'd be happy to help.