What is Gro CRM?

Gro CRM is a customer relationship app that only works on macOS, iOS, or iPadOS devices. This all-in-one tool combines CRM and ERP functions. It allows you to manage customers and prospects and organize tasks to increase productivity.

This software offers many features, including:

Manage customers

You have access to the history of exchanges with your customers. Organize your contacts and accounts, contact them and locate them from the platform. Manage your call center by prioritizing specific contacts and your appointment calendar which will notify you of upcoming events.

Define and track tasks

Categorize and set up your different tasks in one place. You have visibility on the tasks to come, those completed or those which have priority. You can organize your actions using tags, manage opportunities and highlight your priorities on the dashboard. You can dictate your notes using a voice recognition feature.

Analyze performance

The software's dashboard allows you to see your performance by day, month, year and in real time.

Key Document

Finding and managing customer documents is super easy. And to upload and attach documents to your contacts. CRM groups all the documents for each customer together in one place.  Also to share docs, just choose a contact, find the document and send it. Use built-in email integration to email a document. This is a handy feature. It's that easy!

Calendar

The tasks and deals are integrated to add items to the calendar when you need to. 

The calendar is displayed in week or month view. Easily see what events are on your agenda for today, or move the calendar forward and see what's on your schedule in the future. Gro CRM will notify you of your upcoming events. 

Multiple integrations

You can connect with many applications such as 1Password, Zapier, Stripe or WordPress.

A multitude of Apple Integrations

Importing with Gro CRM your contacts is super easy. Thanks to the Gro CRM cloud, all contacts will always be available on all your Apple devices.

Your team will like how easy it is to upload customer documents into Gro CRM from iCloud Drive.

The software allows using apple maps to locate all of your contacts in a different country, state or city. Then use a turn-by-turn directive to make your way to your customers.

Gro CRM also allows you to manage your stock, make quotes, offer payments and manage your invoices. Payment history appears in your contact information.