Lead Management Software for Business

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CRMOnline lead management interface — customer card and enquiry list

Every enquiry in one place — never lose another lead

CRMOnline is a sales lead tracking CRM that pulls every incoming enquiry into a single pipeline — from your website, Facebook, Instagram and WhatsApp lead capture. Each new contact is visible instantly, a task is assigned automatically, and nobody forgets to follow up.

Built for beauty salons, dental clinics, retailers, service companies and B2B teams. More than 5,000 businesses already use CRMOnline as their customer database software — and stop losing leads for good.

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AI that knows who to message next — so no lead slips through

In CRMOnline, artificial intelligence isn’t a side feature — it’s built into your daily lead nurturing automation

Automatic lead scoring: cold, warm, ready to buy

The AI reads the full conversation history with each prospect across WhatsApp and other channels, understands intent, and updates the lead status automatically. Your sales rep opens the CRM and instantly sees who is hot and who can wait — no more reading long chat threads or guessing.

  • Purchase-intent scoring based on real conversation content
  • Automated lead stage updates when buyer behavior changes
  • Instant alert the moment a lead turns “hot”
  • Daily list of leads you risk losing without action today

What the AI does for your sales team

✓ Prioritizes your day. Shows who to contact right now and who can wait until later.

✓ Summarizes every conversation. Instead of re-reading long threads — get a short recap: what the customer wants, what was already discussed, and the current stage.

✓ Creates and closes tasks. The system reminds you to write, call or send a proposal — and auto-closes the task once the action is done.

✓ Suggests the next best step. The AI analyzes each dialogue and recommends when to message, what to say and how to move the lead toward a close.

AI assistant: ask a question — get a lead list

CRMOnline includes a natural-language AI assistant you can simply talk to. It’s especially valuable when you’re managing a large lead pipeline or several reps are working at the same time.

  • “Which leads need attention right now?” — instant list
  • “Who hasn’t replied in a few days?” — immediate answer
  • “What did we discuss with this client last week?” — the AI recaps the history in seconds
  • Onboarding a new rep — the AI brings them up to speed without long briefings

The result: less time on admin, more time closing deals and improving lead conversion.

What CRMOnline customers actually see

✓ Reps stop losing hot leads because of forgotten follow-ups

✓ New hires are productive in a day, not a week

✓ Managers see the lead pipeline in real time — without manual reports

✓ An AI chatbot collects info from prospects right inside WhatsApp — before your rep even jumps in

What CRMOnline does for your sales team

Everything you need for automated lead follow-up and winning back lost customers

automated lead capture from Facebook, Instagram and Google Forms in CRMOnline

All enquiries — in one inbox

A prospect messaged WhatsApp, filled out a form, or clicked a Facebook ad — it all flows into your CRM automatically. Your rep sees the new lead instantly and gets a task. No more checking five different apps.

send WhatsApp SMS and email to customers from CRMOnline contact management

Message clients on WhatsApp, SMS and email

Send an appointment reminder, a birthday greeting or a special offer in seconds. Pick your audience, write once, and the CRM inserts each customer’s name automatically — every message feels personal.

automated lead follow-up and customer reminders in CRMOnline

The CRM re-engages customers for you

Set it once: a customer hasn’t come back in 30 days — they get a message. Birthday today — they get a greeting. New enquiry — your rep gets a task. It all runs on autopilot.

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How it works — from first enquiry to repeat customer

CRMOnline customer card with conversation history, messages and lead status

See every customer: who they are, where they came from, what’s happening

Every customer gets a unified profile in the lead pipeline software. Inside: the full history — when they messaged, what they asked, every call, every status change. Cold, considering, ready to buy — you see it in one glance. The AI analyzes the enquiry and suggests the next action.

  • Leads from Facebook, Instagram, your site and WhatsApp — in a single list
  • Import legacy contact lists from Excel in minutes
  • Know exactly where each lead came from: ad, referral, organic
  • Full history: calls, messages, meetings, status changes
sending personalized WhatsApp and SMS messages from CRMOnline CRM with WhatsApp leads

Message the right customers in two clicks

Need to remind about an appointment, announce a sale, or send a holiday greeting? Pick your audience, write your message, and send via WhatsApp or SMS. The CRM personalizes each message with the customer’s name automatically — it reads as a one-to-one note.

  • WhatsApp: text, images, video, documents — just like a regular chat
  • SMS: arrives fast, even to customers who aren’t on WhatsApp
  • Email: ideal for invoices, contracts and long-form messages
  • Schedule in advance — the CRM sends at the exact time you set
setting up automated customer reminders in CRMOnline lead nurturing automation

The CRM works your pipeline while you’re busy

Configure once — then forget about it. Customer hasn’t returned in 30 days — message sent. Birthday tomorrow — greeting goes out. New enquiry — rep gets a task. Automated lead follow-up runs in the background, no manual work required.

  • Reminder to customers who haven’t been in touch
  • Birthday greetings sent automatically on the right day
  • Task assigned to a rep for every new enquiry
  • Alert when a lead has gone silent for too many days

See what’s actually happening in your business

Simple numbers that help you make smarter decisions

Where your leads come from

Instantly see the split: Facebook, your website, referrals or other channels. Clear data on what works and what doesn’t.

Team performance at a glance

How many enquiries each rep handled and how many closed. No guesswork — just facts for lead conversion reviews.

Customers who went silent

A ready list of customers you’ve lost touch with — reach out and win a share of them back.

Export and share

Every report exports to Excel or PDF — for yourself, a partner or your accountant.

Why business owners choose CRMOnline

Most CRM platforms were built for large companies with dedicated IT teams. Setup takes weeks, the interface is overwhelming, and it’s never clear what to do next. A business owner simply closes the browser tab.

CRMOnline is contact management teams done right. It works natively with WhatsApp — the channel your customers actually use — and connects in a day with no training required. Multilingual support (English, Hebrew, Russian) removes the language barrier entirely.

Questions? We’ll show you everything on a live Zoom — or answer on WhatsApp right now. Message us here.

Multilingual interface

Interface, support and message templates available in English, Hebrew and Russian. Switch languages any time.

Native WhatsApp lead capture

Message customers in WhatsApp straight from the CRM. Every conversation is stored on the customer card — nothing gets lost.

Built-in AI assistant

The system analyzes every enquiry, scores buyer readiness and tells each rep exactly what to do next.

Productive from day one

Sign up — start working. Import your list and send your first customer messages on the same day. No painful implementation project.

CRMOnline works while you run your business

You don’t need to be a tech expert. You don’t need a developer. Sign up and you’re up and running — most of our customers send their first messages the same day.

## Leads don’t vanish. Customers come back on their own. You stop worrying about it. ##

new lead alert in CRMOnline — rep sees an enquiry instantly
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A customer messages on WhatsApp, fills in a form or clicks an ad — the CRM creates a card and assigns a task to the right rep. Nobody forgets to call, no enquiry gets lost.

sending a personalized message to a customer from CRMOnline
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Pick your customers and message them on WhatsApp or SMS. The CRM inserts each name automatically — like you wrote it personally. Works far better than an anonymous blast.

automatic reminder to a lapsed customer in CRMOnline
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Set it once: if a customer hasn’t returned in 30 days — they get a message. Many come back. You do nothing — you just see a returning customer in your schedule.

What business owners are saying

Real stories from people who stopped losing leads

★★★★★

“Before CRMOnline, leads from our ads just vanished — someone forgot to call back, someone lost a note. Now every enquiry lands in the system and a task is created instantly. In the first month we handled twice as many leads without hiring anyone.”

Marina K.
Beauty salon, Tel Aviv

★★★★★

“Our clinic serves Hebrew- and Russian-speaking patients. CRMOnline is the only CRM we’ve found that works fully in both languages with no workarounds. We set up automatic WhatsApp reminders before appointments — no-shows dropped by nearly half.”

Dr. Alexander R.
Dental clinic, Netanya

★★★★★

“I used to keep customers in my head and a notebook. I tried CRMOnline — moved my full list over in a week and connected WhatsApp. Now I see who hasn’t visited for a while, send a message, and many come back. Only regret is I didn’t start sooner.”

Igor M.
Electronics shop, Haifa

Frequently Asked Questions

CRMOnline supports WhatsApp (text, images, video, catalogs), bulk SMS, email with Gmail OAuth, and Telegram for alerts. All channels are managed from a single inbox, with interface available in English, Hebrew and Russian.
Yes. CRMOnline includes a built-in form builder. Create a form, embed it on your site — and every new enquiry flows straight into the CRM, is assigned to a rep and triggers a notification.
Yes. CRMOnline connects to Facebook Lead Ads via OAuth — leads from Facebook and Instagram campaigns flow straight in with no manual import. The CRM captures source, campaign and UTM data automatically.
Yes. CRMOnline offers a full interface in English, Hebrew and Russian. You can switch languages at any time. Message templates, reports and notifications are all available in every supported language.
Whenever a new enquiry arrives from any channel, the CRM creates a customer card, assigns a task to a rep and sends a notification. The AI analyzes the enquiry and summarizes it. No lead slips through the cracks.
Yes. CRMOnline supports import from Excel and CSV. The system automatically detects and offers to merge duplicates. After import, your customers are ready for messaging and follow-up immediately.
Yes. Our visual workflow builder lets you create any scenario with zero code: pick a trigger (birthday, X days without a visit, lead status change), an action (WhatsApp / SMS / task) and a schedule. The system runs everything on its own.
Yes. CRMOnline includes dedicated modules for beauty salons (appointment booking, staff management, loyalty programs) and dental clinics (patient card, treatment history, reminders). Hundreds of clinics and salons already run on CRMOnline.
Yes. The CRM provides detailed analytics: where leads come from, which rep closed how many deals, who hasn’t returned in a while. Every report exports to Excel and PDF.
CRMOnline offers several plans for businesses of every size: Basic, Standard and Premium. Sign-up and the trial period are free. Full pricing details are on the pricing page. All plans include multilingual support. VAT included where applicable.
Yes. CRMOnline connects to WhatsApp and enables both bulk and one-to-one messaging — text, images, video, documents and product catalogs. Every conversation is saved on the customer card.
No. CRMOnline is a fully cloud-based CRM that runs in any browser — no installation required. Accessible from desktop, tablet and smartphone. Data is stored on secure servers and available 24/7.
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Message us on WhatsApp Free Zoom Demo