The Ultimate CRM and ERP System
Manage Customers, Projects, And Create Invoices In The Cloud. Motion CRM is a budget-friendly Customer Relationship Management solution that is a great fit for any business, freelancer or sole trader.
Seamless Automation
Save time and eliminate repetitive tasks with powerful automation features. From lead tracking to follow-ups, Motion CRM streamlines processes.
Real-Time Insights
Gain actionable insights with real-time dashboards and detailed reporting. Understand customer behavior, monitor team performance, and make data-driven decisions.
Scalable & Secure
Motion CRM is built to grow with your business. Its cloud-based architecture ensures scalability, while advanced security measures protect your sensitive data.
Features & Modules
Contact & Account Management
- Centralized database for all customer information
- Easy import/export of contacts
- Segmentation by tags, categories, or custom fields
Sales Pipeline Management
- Easily create Invoices, Payments, Contracts, Credits, Estimates and Quotations
- Customizable pipelines for lead tracking
Task & Activity Management
- Task scheduling and reminders
- Activity logging (calls, emails, meetings)
- Calendar and task prioritization
Automation & Workflow
- Automate repetitive tasks and follow-ups
- Triggers for task creation, notifications, and alerts
- Conditional workflows for complex processes
Email Integration
- Two-way email sync
- Email templates for faster communication
- Email tracking (open rates, clicks, replies)
Inventory Management
- Product/service catalog management
- Stock level tracking
- Automated reorder alerts
Billing & Invoicing
- Invoice generation and recurring billing
- Tax calculation and multi-currency support
- Payment gateway integration
Project Management
- Task and milestone tracking
- Time tracking and resource allocation
- Gantt charts for project progress
Marketing Automation
- Campaign management (email, SMS, social media)
- Lead nurturing workflows
- ROI tracking for campaigns
Role-Based Access Control
- Multi-level user permissions
- Secure access based on roles (e.g., admin, sales, support)
- Audit logs for transparency
Customer Portal
- Secure portal for customers to view their data, tickets, and invoices
- Collaboration tools for file sharing and feedback
Integration Hub
- APIs for third-party integrations
- Sync with tools like QuickBooks, Google Workspace, Microsoft 365, and Zapier
- Social media and e-commerce platform integration
