YK CRM

Keep your sales team in the know about prospects and close deals faster.

Your sales force needs a better CRM

With YK CRM, your team can now use AI-based lead scoring, built-in phone, email, activity capture and more

Why YK CRM?

Use built-in phone and email

Make more calls, send targeted emails, and get in touch with your prospects, in just a click.

Find the best sales leads

Surface your high potential leads those who exhibit sales-ready buying signals and behaviors.

Have relevant conversations

Dive deep into a prospect’s engagement level, get context, and plan your conversations.

Get smarter with email

Stay on your toes with real-time alerts on email opens, link clicks and more.

Manage sales pipeline better

Easily track the progress of your deals. Add tasks, set up meetings, send mails and make calls from the deal card.

Manage leads minus the clutter

Automatically capture your website visitors as sales leads and group them based on their engagement with your website. Assign them to the right sales people on your team. Reach out to each lead with complete context and an informed call-to-action.

360° customer view

Access customers’ social profiles, identify customer touchpoints (website, product, interactions, appointments), and more—from a single screen.



Auto profile enrichment

Bid goodbye to manual data entry! When a lead is added in the sales CRM, their social profile information and photo are automatically updated in their profile.

Auto lead assignment

In each territory, let the sales CRM automatically assign leads to handpicked salespeople on your team.

Smartforms (web-to-lead)

When a visitor fills your web form, they’re automatically added as a new lead in YK CRM. Plus their profile is auto-enriched with lead score, social media information, and photo.

Lead scoring

Know which sales lead is hot and who’s not, using lead scores. Prioritize follow-ups with data-backed insights.

Territories

Group your sales team by territories. Focus on areas where you’re closing more deals, and identify territories with potential business.

Appointments, tasks, notes and files

Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.

Dive deep into deals, close them faster

Transform your sales pipeline into a well-oiled revenue engine—organize, analyze, prioritize and close deals faster. Use the sales CRM to bring visibility and velocity to your pipeline.

Visual sales pipeline

With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline.

Simple drag-and-drop navigation

Move deals across your sales pipeline with a simple drag and drop. Like organizing your filing cabinet.

Track deals on the go

Keep track of your deals from the palm of your hand, with the YK mobile CRM app for Android and iOS.

Multiple sales pipelines

Selling different products across different markets, with different sales processes? Create multiple pipelines in the sales CRM and keep track of every deal.

Deal status, at a glance

How many deals are under review? What is the value of these deals? Get these insights instantly from the deal stage bar.

Action-oriented follow-ups

Make calls and send emails to prospects right from the deals dashboard. You don’t have to click into each deal to act on it.

Deal age

Create reports based on time taken to close deals. Optimize your sales process and improve your reps’ performance.

Know your visitors in real time

When your visitors make key decisions on your website and with your product, don’t miss a beat. Get real-time analytics from the sales CRM to power your next conversation.

 

Website and in-app tracking

Which web pages are your prospects visiting? How do they interact with your product? Leverage these insights for smart conversations.

Behavior-based segmentation

Using the data collected by the sales CRM, segment a contact’s activities and learn more about their engagement with your company.  

Activity timeline

Get a chronological timeline view of each prospect’s activity, so your sales team can pick the right moments and close deals faster.

Advanced lead scoring

Score leads based on their characteristics and behavior, so you know which leads are close to a sale and which others need nurturing.

Make quick, quality calls from your CRM

Buy numbers, assign them to your sales reps, and start making calls—all from the sales CRM. With automatic call logs, every call in YK CRM is captured; you can also manually log calls you receive outside YK CRM.

One click to call

No extra software/hardware costs. Just place calls with one click from inside YK CRM.


Assign numbers to your team

Purchase local and toll-free numbers from inside YK CRM and assign them to your sales reps so they can start calling right away.


Manual call log

When a prospect calls your personal number, log the call in YK CRM, map it to an existing lead or create a new lead, and add notes—all in the same screen.


Personalize welcome and voicemail messages

Record a voicemail message inside YK CRM, upload a greeting, or type your voicemail message and let YK CRM convert it to audio.

Entire conversation history

View all your conversations in one place. Make your next sales call or schedule an appointment from the same interface.

Automatically log calls

Sit back and let the sales CRM automatically log all incoming and outgoing calls. Stop worrying about faulty call logs.

Phone activity reports

Find out how many outgoing calls have been made by each sales rep across a specific time period. Quickly generate charts and tables that you can share with your team.

Call transfer

Guide prospects to the right people in your team, by transferring calls in real time. If you’re not sure whom to transfer to, you can transfer the call to a territory.

Don’t just manage emails—maximize them

Create emails that matter. Find out how they are performing with your contacts, automate your sales campaigns, and never miss another email.

2-way email sync

Send emails from either YK CRM or your email client, and find the email in the Sent folder of both apps.

Sales campaigns

Stop depending on other tools for your campaigns—use your Sales CRM to create, send, and track personalized outbound campaigns.

Insightful email metrics

Get open and click rates on all your email templates. Optimize your A/B tests to create effective templates.

Team inbox

With a common inbox, your sales reps can identify each other’s unanswered emails, get instant context into conversations, and follow up right away. No delays in response, no fretting over unavailable sales reps.

Email tracking

Get real-time notifications on email opens and clicks, and instantly plan your next course of action.

Personalize templates

Create email templates to avoid typing out the same message to multiple contacts. Personalize the templates and ensure they sound one-on-one.

Sales-first inbox

Received an email from a lead/customer and forgot about it? Use the “Awaiting Response” feature to find a complete list of emails awaiting your reply.

Analyze and forecast your sales with in-depth reports

Your team works hard to hit your targets, but you also need to analyze how they’ve done it. Drill down into your sales numbers, reps, and campaigns. Create reports to find out how your sales practices can be your best practices.

 

Customize reports

Take control of reports you want to generate on your leads, sales figures and sales reps. Get granular insights in the chart formats of your choice.

Revenue analytics

Get numbers on sales reps, territories, sources, campaigns and more. Create data-backed sales strategies and drive better sales numbers.

Sales cycle and velocity reports

Find out how long your team is taking to convert sales qualified leads into paying customers. Also learn which stages your reps are stuck in.

Trendline reports

Evaluate sales by time. Create reports to identify lead/deal trends over weekly, monthly, quarterly and yearly time periods.

Visual sales reports

Get clear, in-depth reports from the sales CRM. Choose from a variety of charts and tables, and glean information in seconds, not minutes.

Reports dashboard

View multiple reports on a single screen, with the reports dashboard. Use dashboard templates or create your own, and share them right from the sales CRM.

Sales activity reports

Evaluate sales by your reps’ activities. Pull up reports based on emails sent, calls made, appointments scheduled, and tasks completed.

Work less and get more done, with Intelligent Workflows

Don’t spend time on mundane activities. Create workflow automations that operate like clockwork, so you can find more time for activities that actually move the needle.

Update fields

Use events as triggers to automatically update fields in YK CRM. Make changes to lead and contact profiles in real time.

Send emails automatically

A new lead in your CRM? Use custom templates and set up workflows to automatically send a welcome email.

 

Set follow-up tasks

Create follow-up tasks for sales reps around important events, like when a customer’s subscription is up for renewal.

Connect to other apps

Use webhooks to connect with helpdesks and accounting tools. Deliver customer support and send invoices without leaving your sales CRM.

Close deals from anywhere, with YK CRM mobile app

When you’re away from your desk, you know you aren’t away from your leads and deals. Keep your sales going from your smartphone without missing out on anything: get 360° context, move leads across stages, fix meetings, and ride to them.

Make more sales on the go

Get a 360° view of leads, contacts, accounts, and deals from your smartphone. Don’t stop selling when you step away from your desk.

Stay connected with push notifications

Receive notifications when a new lead, deal, or task is assigned to you. Get reminders about upcoming meetings.

Log calls and add notes

Log all calls, map them to your leads/contacts/accounts/deals, and add notes.

Plan your day, from your smartphone

Use the calendar in the sales CRM to view and schedule meetings, make calls and send emails. You can also book an Uber from the YK CRM app.



Add notes, tasks and appointments

Even as your meeting is on, add notes and set follow-up tasks. Quickly schedule your next appointment too—all from the app.



Appointments, tasks, notes and files

Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.

Integrate your favorite apps with YK CRM

Drive revenue by integrating YK CRM with other business tools. YK CRM helps you synergize data from your favorite apps, so you get the best of every tool under one roof.

YKunt Ecosystem

YK-Desk: Create and modify YK Desk support tickets right from YK-CRM. Also set up 2-way contacts sync between YK CRM and YK Desk, covering all fields including custom fields.
YK Chat: Message your leads without leaving YK CRM; automatically create new leads in the CRM from chat.

Google Calendar

Stop switching between your calendar and the sales CRM. Set appointments and manage your calendar from YK CRM. You can also map meetings to the respective contacts.

YK CRM for Web

Use Javascript, Ruby, Java, PHP and Python libraries in YK CRM to track your website visitor’s activities in real time.

HubSpot Marketing

Bring your marketing and sales teams together by integrating HubSpot Marketing with YK CRM. Sync leads, plan targeted campaigns and do more.

 

Segment

Using Segment to track prospect’s activities on your website/product? Route that data into YK CRM, and track your prospects right from the sales CRM.

Zapier

Automate your workflows by connecting YK CRM with apps like MailChimp, Google Sheets and more, via Zapier. Sync your data and manage it from one spot.

MailChimp

If all your leads and prospects are in MailChimp, hook them up with YK CRM automatically. Zero manual data entry.

 

Get YK-CRM today!