BleuCRM Features

At last! The All-in-One CRM Solution you’ve been looking for.

Manage your accounts, projects, support cases, day-to-day activities, and more.

Project management

task management

sales & opportunities

marketing automation

Everything Starts With a Rock Solid Strategy

Add your trading partners to BleuCRM. Choose the type of association, any account they are associated with, commissions and more! With our affiliate code, they can automatically get a sales commission.

Personalized CRM

Make your BleuCRM platform feel like home by choosing from multiple languages, themes and colour schemes.

Check your Email

See new emails when they arrive, right on the dashboard module. Emails to clients will all appear in their profile history.

Group Calendar

Click and drag to create or re-schedule a call or meeting. Grid views show who is free for a group meeting. The time slot is unavailable if they are already booked up!

Forums

Create forums in your BleuCRM to provide employees with a secure avenue for collaboration and updates on upcoming projects and tasks in their division, and the company as a whole.

User-Centric Design

Create custom workflows, custom list views, and much more! Add all new modules to your system using the module design tool to track unique business objects for your company.

Automate your marketing

Get the information you need where you need it with custom dashboards. With 1-4 columns and a drag and drop interface, you can prioritize the data you value the most.

BleuCRM can show you which guides did not progress in a timely manner and can automatically assign or transfer them to the main group. Create automated weekly activity reports for sales staff, to automatically enable an overview of activities each week!

Watch the Orders Roll In!

Sales and orders can be created as an intermediate step between quotes and invoices. Invoices and order confirmations can be produced and emailed as PDF files. Purchase orders can be created from sales orders and automatically emailed to vendors.
Create personalized quotes and invoices on the spot. The system supports multiple layouts, multiple tax rates, item and group discounts, price adjustment using margins or brands, plus a bid approval workflow if required.

BleuCRM works with products you trust

Seize Every Opportunity

Learn more about sales and opportunities

Social CRM

Link to your customer’s social profiles to stay connected and get the latest news on their organization!

Sales Forecasting

BleuCRM tracks all Sales opportunities and adds them into your Sales pipeline.

Scheduled Reports

Automatically send out a new sales & opportunities report every Monday morning to all the right people. Everyone will be on the same page for the sales meeting!

Customer History

Obtain an instant snapshot of any customer, including their contact info, lifecycle, past interactions & purchases.

Custom Dashboards

Get the information you need, right when you need it with custom dashboards. Featuring 1-4 columns, and a drag n’ drop interface, you can prioritize the data you value the most.

Follow-ups

BleuCRM can show you which leads have not been progressed in a timely manner, and can automatically reassign them or move them back into a lead pool. Produce automated weekly activity reports for sales staff, to provide an overview of each week’s activity automatically!

Start Using BleuCRM Today!

Manage your business anywhere, anytime.