People don't like to feel like they're buying a product or service from a robot. They need to feel that the seller or the company with which they are relating knows them, knows their tastes, and tries to offer a personalized experience with them in mind. Precisely, companies have been adopting more and more CRM platforms to get to know their customers better, track sales and offer a better user experience.

Rootnet CRM is presented as an excellent alternative for companies in all kinds of industries, whether small, medium or large, because it provides better access to customer data for all members of the sales and marketing team. This type of system not only serves to keep recurring customers but also facilitates the conversion of potential customers.


Rootnet CRM is fully customizable


One of the great advantages of Rootnet CRM is that companies can customize this system at their convenience, according to the needs of their team. The ultimate goal of this CRM is to help organizations achieve their business goals.

Rootnet CRM's graphical interface is friendly and intuitive, designed to facilitate user navigation within this system. When making any modification or data search, you can do it from the same window, without the need to be jumping between several windows.

In addition, you will have the option to assign goals and objectives, giving employees the opportunity to choose the best way to achieve them, by creating sprints and time ranges. In this way, each employee will be contributing to the general objectives and in which their efforts will be analyzed to identify where they are, where they want to go, and how to get there, in a specific time.


Rootnet CRM features that will improve the relationship with your customers

Tracking Submodule

Within the Accounts module, you will be able to get the Follow-up sub-module, where your team will have access to the follow-up history of all users/clients/accounts. This screen offers filters through which you can validate information much faster.

The interface shows the author who created the tracking, the date it was created, the type of account being tracked, and a description of the actions that are going to be executed or that were executed.

This Follow-up sub-module, as its name indicates, will be able to take a closer look at how the follow-up and the relationship between the company and the clients is going, which serves to create more effective strategies in the immediate future.

Account lists

This functionality allows the teams to group the accounts that are in the CRM, in order to have a better management of them. You can have strategic account lists, industry lists, or country lists. In the Accounts module are the lists of all clients, prospects, accounts receivable, contacts to call, among others.

It should be noted that these lists can be public or private, depending on how the teams want to work with these lists. Likewise, these lists can be shared with users who are given access.

An advantage of this functionality is that you can create lists of accounts, even if these accounts are in different sprints.

Sales performance

With this Sales Performance sub-module, within the Rootnet CRM Sales Force module, you will be able to measure the sales performance of your company. You will have access to the results based on numbers and general sales within the goal to be met.

Rootnet CRM is very versatile as it allows you to filter this sales performance on a daily, weekly or monthly basis. And it can be filtered by user, department or by any list created by the Administrator.

Goals can be created for system users, and each user's performance against the goal can also be monitored and filtered. You can also make a general review of what has been done within the set goal.

The best thing is that you will be able to see the performance of each business opportunity created, won or lost within the user's goal.


The events sub-module allows organizing events organized by the company in a more effective way, making user registration more efficient and that their data reaches Rootnet CRM directly so that they are part of the group of prospects.

It is very simple, since from the Events section you can:

  • Create event type
  • Configure the field types for this event
  • Define how users will register for this event
  • After this setup, you need to go back to the Events section and click “Add” to add the event.


With Pipelines, you can design an interaction flow for current and future customers and identify exactly what stage those customers are at. Rootnet CRM allows you to monitor the progress of these interactions with just a couple of clicks.

To start a Business Opportunity with Pipeline, we click on the ADD OPPORTUNITY button, then we must complete the required fields in the pop-up window.

After completing the fields, we look at the Pipelines section where we will select the desired option, for this we click on the “+” icon, it is important to note that an opportunity can have multiple Pipelines. Finally, check all your data and if you are satisfied, click the Add button.

Improve and strengthen the relationship that your company has with your customers, thus increasing productivity in the immediate future. Want to learn more about Rootnet CRM? Our agents are ready to assist you. Contact Us!

We recommend you on video: