CRM Management Tools
Simplify payments, forms, and customer communications – all in one place, with tools designed to save time, boost efficiency, and keep your business moving forward.
Managing leads and payments should be simple and efficient. Our CRM tools help you collect payments, gather valuable feedback, and streamline all communication – so you can focus on growing your business instead of juggling multiple disconnected apps.
Manage payments, forms, and communications in one place. Collect faster, capture leads, and stay connected – without switching tools.
Let prospects book calls on your calendar — no back-and-forth emails.
Organize, manage, and follow up with leads using a visual sales pipeline.
Track every lead’s stage in your sales process from new to closed.
Automate repetitive tasks and streamline lead nurturing across your entire sales process.
Build and launch multi-channel campaigns that trigger personalized actions based on user behavior.
Use smart links to track clicks, trigger automations, or segment contacts.
Easily build high-converting funnels to capture leads and drive sales.
Get a personalized walkthrough of our tools and see how they can transform your sales process.
Triggers fire from forms, calendars, or stage changes; rules route the work; actions send messages, assign tasks, and update records – automatically.
Trusted by concrete and coating contractors nationwide, our SEO, PPC, and CRM solutions turn marketing into profit
Find clear answers to common questions about our CRM Management Tools.
CRM management tools are systems designed to help you organize, track, and manage your leads, customers, and sales process all in one place.
At Concrete Internet Marketing, our CRM management tools go beyond storing contact information, they form the backbone of your marketing and sales automation system. Each lead that comes through your website, ads, or calls is automatically added to your CRM, tracked by source, and assigned to the correct pipeline stage.
From there, the system:
Automates follow-ups through text and email
Tracks communication history across every channel
Monitors deal progress from first contact to closed sale
Reports on performance and ROI in real time
With everything centralized, your team always knows what’s happening, what’s next, and which opportunities are closest to closing.
In short, CRM management tools turn your marketing data into actionable insight and your sales process into a streamlined, automated growth system.
CRM management tools keep your business organized by creating a central hub for every lead, customer, and sales activity.
At Concrete Internet Marketing, our CRM system automatically tracks each contact, task, and communication giving your team one place to manage everything.
Here’s how it keeps you organized:
Centralized data – Every lead, conversation, and deal is stored in one dashboard.
Automated task management – Follow-ups, reminders, and assignments happen automatically.
Pipeline visibility – You can instantly see where each lead is in your sales process.
Team accountability – Tasks and ownership are clearly assigned, so nothing gets missed.
Instead of juggling spreadsheets, emails, and sticky notes, your entire business runs inside a single, connected system keeping you focused, efficient, and in control.
With automation doing the heavy lifting, staying organized becomes effortless and growth becomes predictable.
Yes Concrete Internet Marketing’s CRM automatically tracks every lead and sale from the moment someone interacts with your business.
Our CRM is built to capture leads directly from your website, ads, forms, or calls and then track their entire journey through your sales pipeline. Here’s how it works:
Automatic lead capture: New contacts are instantly added to your CRM and tagged by source (Google Ads, SEO, Facebook, etc.).
Pipeline updates: Leads move through each sales stage automatically based on actions taken like calls made, appointments booked, or invoices paid.
Revenue tracking: Closed deals are recorded and attributed back to the original lead source for accurate ROI measurement.
Real-time dashboards: You can see how many leads you have, where they came from, and how much revenue they’ve generated all without manual data entry.
This automation gives you full visibility from first click to final sale, helping you make smarter decisions and scale your business faster.
CRM management tools improve team performance by giving everyone clarity, structure, and accountability all inside one connected system.
At Concrete Internet Marketing, our CRM is built to keep your team aligned and focused on what matters most: moving leads through the pipeline and closing more deals.
Here’s how it helps:
Centralized visibility – Everyone can see where each lead stands, what actions have been taken, and what’s next.
Automated task assignments – The system automatically assigns leads, follow-ups, and reminders to the right team members.
Instant notifications – Your team gets real-time alerts for new leads, messages, or updates so they can act fast.
Performance tracking – Managers can view conversion rates, sales activity, and pipeline progress to identify strengths and bottlenecks.
Reduced miscommunication – Every call, text, or email is tracked inside the CRM, so your team always knows what’s been said and by whom.
With everything streamlined in one platform, your team spends less time managing data and more time closing deals, improving follow-ups, and hitting goals.
Our CRM doesn’t just organize, it empowers your team to perform at their best.
Yes with Concrete Internet Marketing’s CRM, you can view your entire sales pipeline in one clear, visual dashboard.
Our system gives you a real-time overview of every lead, deal, and opportunity so you always know what’s in progress, what’s stuck, and what’s about to close.
Here’s what you can do inside the pipeline view:
See all leads and deals organized by stage from new inquiry to closed sale.
Drag and drop opportunities between stages for easy updates.
Filter by salesperson, source, or status to analyze performance.
View revenue forecasts based on deal values and probabilities.
Spot bottlenecks before they slow down your growth.
Because the pipeline is connected to your automation workflows and reporting tools, every movement is tracked automatically giving you a live, accurate view of your business performance at all times.
Your entire sales process from first contact to final invoice stays organized, visible, and easy to manage in one central location.
CRM management tools help measure ROI by connecting your marketing, sales, and revenue data into one unified system showing you exactly where your results come from.
At Concrete Internet Marketing, our CRM automatically tracks each lead from the moment they enter your system until they become a paying customer. Every deal is attributed back to its original source (Google Ads, SEO, email, or referral), giving you a complete picture of what’s driving growth.
Here’s how it works:
Lead source tracking – See which campaigns, ads, or keywords generate the most revenue.
Pipeline reporting – Measure close rates and deal values at each stage.
Revenue attribution – Connect every sale to its original marketing activity.
Real-time dashboards – Monitor ROI, cost per lead, and total revenue without spreadsheets.
This level of visibility makes it easy to identify your best-performing marketing channels, refine underperforming campaigns, and confidently invest in what drives profit.
With our system, ROI isn’t an estimate, it’s proven and measurable inside your CRM.