Spotler CRM

Manage your marketing data with our user-friendly CRM

Save time and make more impact with our easy-to-use CRM software designed for B2B marketing professionals

Read our privacy and cookie policy to see how we will process the data you provide.

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Data Processing
Going forward we will be processing your Personal Information under Legitimate Interest, you will receive any specific piece(s) of information you requested, as well as allowing us to send you appropriate and useful communications. To review these communications and update or opt-out of our emails, please take a look at our privacy and cookie policy.

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Thousands of professionals use Spotler CRM daily

BloomSmith BloomSmith
British Red Cross
CourseCheck CourseCheck
CyberTech Digital
Destination North Coast Destination North Coast
Hello Scotland Hello Scotland
OneEducation OneEducation
ROOM Copenhagen ROOM Copenhagen
The Property Jungle The Property Jungle
VisitAberdeenshire VisitAberdeenshire

CRM Basics

Spotler CRM offers the basic relationship management functionalities, such as a centralised database for all your customers and their contacts. A place where you can keep your database up to date. But also a place where you can set-up automations (workflows) to plan periodic tasks for e.g. calling or emailing your main contact.

And in comparison, to a lot of other CRM systems the product is easy to manage and customise. You don’t need an expensive consultant to add or change account or contact properties. You do it yourself! But obviously there is more to Spotler CRM…

Better conversion rates of your leads

Improve your marketing and sales processes. Create opportunities, automate tasks, and set up lead scoring and nurturing campaigns.

A central marketing database for lead management

Spotler CRM integrates directly with email marketing automation (Spotler Mail+) and web tracking software (Spotler Leads) to become a central marketing database for lead management. This B2B solution allows you to set up lead scoring automations to award points to contacts for each page visit, email open, or form fill. It’s then easy to segment those contacts based on engagement levels, do quick lead analysis, and decide to nurture further through email campaigns or deliver to sales.

Find out more about B2B lead management

Always a 360-degree customer view

Information about customers and prospects is often stored in different systems, leaving you with outdated or fragmented data. And that’s a pity. Spotler CRM allows you to collect contact and account information and to enrich this data with how your contacts interact with your organisation. This way you know who you are talking to and how to customise your services to everyone’s needs.

Customise Spotler CRM to your needs

The Spotler CRM system can be adapted to your wishes. This way you can add new and custom fields and manage user access in different ways. Although some dashboards and reports are predefined, you can also customise them yourself or create your own reports and dashboards. You can easily organise and manage your processes and data as you see fit.

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“The CRM system not only allows us to keep co-ordinated but we are also able to gain advanced insight into the data we possess, and we can create reports through the CRM in seconds, which is a huge step forward for us."

Matt Jessop Analytics & Performance Manager at British Red Cross

More Spotler CRM features

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Extensive contact management

Our contact management is more than an overview of names and addresses. All interactions via email, telephone and shared documents are tracked. We make sure you keep that 360 degree overview that helps you better serve your customer.

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Track all digital activities

Digital activities offer you an overview of email open and clicks, page views, form fills and more. This information can be used for creating reports, setting up lead scoring automations, or triggering nurturing campaigns.

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Dashboards, reports and insights

With our prebuilt reports, you can monitor everything you do and automate. Get the right insights to make data-driven decisions to design and improve your marketing strategies and sales tactics.

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Workflow automations

Save time by automating routine tasks, creating workflows, or setting up automatic follow-up tasks. Plus, never miss an opportunity with notifications sent your marketing and sales teams based on the score of a lead.

A lot is possible with Spotler CRM

Spotler CRM is packed with useful features. To name a few more:

  • Different user rights
  • One quotation solution
  • Task and calendar management

Spotler CRM Integrations

OneLogin
Xero
Zapier
Osano
Azure

Spotler CRM Help Center

At Spotler, we believe that software should be user-friendly and accessible so that you can start using it independently from Day 1. However, to enhance your experience and get the most out of the software, we also offer access to an extensive help centre full of how-tos, tutorials and articles that explain how to get the best use from the software.

Go to Spotler CRM Help Center
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