Jodoo CRM Solution
Go live in hours with an intelligent CRM that helps capture every lead, score quality on the fly, and route deals to the right rep. From cold lead to closed-won deal — in one ready-to-use suite.
Every day you wait, building relationships gets harder
Manual, Repetitive Work
Your team spends hours manually updating records, sending follow-up emails, and assigning tasks that should be automated.
Low Team Adoption
The system is so complex or irrelevant to daily tasks that your team resorts to using their own spreadsheets, defeating the purpose of a central CRM.
Rigid Sales Process
Your winning sales methodology doesn't fit into the software's predefined "Qualification -> Proposal -> Negotiation" stages.
Data Silos & High Costs
You're paying for multiple disconnected tools for sales, marketing, and project management, and the data never lines up.
Incomplete Customer Understanding
Your sales team can't see a client's support ticket history or project status, leading to uninformed conversations.
Sales Forecasting Made Unconfidently
Making critical business decisions based on guesswork, not real-time pipeline data.
Highlights of our Solution
Attract and Manage High-Quality Leads
- Capture leads from any channel using custom forms.
- Automate lead distribution to the right sales reps instantly.
- Integrate with your marketing tools to track campaign ROI.
Standardize and Accelerate Your Sales Process
- Build a visual sales pipeline that matches your unique sales methodology.
- Automate follow-up tasks and reminders so no opportunity slips through the cracks.
- Manage all contacts, deals, and communications in one central place.
Deliver Exceptional Service and Drive Customer Loyalty
- Create a seamless post-sales process, from contract to payment and service delivery.
- Provide your service team with a complete 360-degree customer history.
- Build a custom client portal for self-service and support.
Make Smarter Decisions with Real-Time Analytics
- Create custom dashboards to analyze sales performance and team activity.
- Generate accurate sales forecasts based on live pipeline data.
- Identify bottlenecks and opportunities for improvement in your sales cycle.
Let AI Do the Heavy Lifting for Every CRM Entry
- Describe a new lead in plain language and every CRM field populates automatically.
- Log a follow-up message and AI captures your call notes, sets next actions, and schedules reminders.
- State your quote details in chat and AI fills the quotation template, generates a branded PDF, and sends it over upon your approval.
Tailored to your specific workflow, no hidden cost
Calculate custom, predictive KPIs for your business
Combine and transform data to create powerful, forward-looking metrics like a "Customer Health Score" or "Lifetime Value" using our Data Factory, a no-code ETL tool.
Automate your most complex, multi-step business rules
Build sophisticated lead routing, task assignment, and follow-up sequences with multi-conditional logic using our advanced workflow engine, Automations Pro.
Give your team a comprehensive customer view
Natively pull and display live data from your other Jodoo apps—like project status or order history—directly on a customer's record using Cross-App Data & Lookups.
Generate professional, branded documents in one click
Create pixel-perfect quotes, contracts, and invoices in Word or Excel and automatically populate them with your CRM data using Custom Print Templates.
Close deals faster with digital signatures
Capture legally binding signatures on contracts and proposals directly within your sales workflow, eliminating delays using the built-in E-Signature feature.
Visualize the metrics that truly matter to your business
Create real-time, interactive dashboards with over 20 chart types to track your unique sales KPIs and team performance using our Advanced Dashboards.
One app to start, 100+ to plug in
Track stock, auto-replenish best-sellers, and ship orders in a click—avoiding stock-outs and knowing your profit.
Plan, track, and deliver work with Kanban boards, Gantt timelines, and workload charts—right next to your inventory data.
On‑board staff, track time‑off, and centralize company policies, all in the same secure workspace.
Trusted by businesses worldwide
Ready to close more deals? Act now!
FAQs
No. Jodoo grows with you. Start with a ready-made CRM suite today, and seamlessly integrate other functions like inventory or projects later to avoid future data silos.
Major platforms can be expensive and rigid. Jodoo’s value is providing unparalleled customization at a lower cost. You only pay for what you need.
Absolutely. You can use Jodoo’s workflow engine to easily set up recurring tasks, reminders, and notifications for your team.
Jodoo provides a powerful mobile app for full CRM access anywhere. Reps can check customer history, log notes, and use GPS check-ins.
Certainly. This is Jodoo’s biggest advantage. You can fully customize sales stages, fields, and workflows to perfectly match your process.
Jodoo provides native integration in the plugin marketplace. Jodoo also provides comprehensive open API, allowing it to connect with thousands of other apps, including mainstream tools like Mailchimp or Google Ads. Jodoo is also on Zapier and Make.com, making you connect with over 8,000 integrations easy without writing code.
Yes. Jodoo uses enterprise-grade security, with granular role-based access controls and compliance with international standards like ISO 27001, SOC 2, and GDPR.
Yes, that’s a core strength. You can build custom production or HR systems on the same platform and seamlessly link them to your CRM data.
Jodoo has a strong focus on data visualization. You have full control to build custom dashboards and reports for analysis that goes far beyond standard reporting.
No. You own your data. You can easily export it in standard formats at any time or use the API to move it.
For many businesses, a functional system can be deployed in days, not months, by starting with a template and customizing it.
