Features

Big companies need complicated CRM systems by nature. You don’t, so why waste time with complicated workflows, and bulky feature sets.

Funnel is here to help you by automatically capturing your customer information, and creating a dedicated workspace outside your email inbox for you to work on your leads and deals.

Contact forms.

All websites need a contact form, and Funnel lets you build one, and integrate it with your website in a couple of easy steps.

Using our form builder you can structure your form without any required technical knowledge. Once you’re done, all you need to do in order to start receiving inquiries is to paste a couple of lines of code where you want the form to appear within your page.

Code Your Own Forms

Alternatively if you know your way around HTML, you can code up a form of your own and make it POST to a specific URL. This way you keep control over the markup and styling, while still sending cases into your Funnel.

Catch-All Email Address

On the other hand, if you're not too keen on forms at all, Funnel provides you with a special email address that you and your customers can send a message to, which will be converted into a case.

  • Add a title and intro text to your forms (optional)
  • Set submit button text
  • Choose the wording of your confirmation message, or redirect the user to a specific web address upon successful form submit
  • Use basic form fields to build your form: short text, long text, multiple choice answers, single choice answers, dropdown select
  • Code up your own contact forms
  • Prefer simple mailto links? No problems!

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Cases.

Not all email is the same. You don’t want your work-related messages mixed in with your mom’s vacation photos. Funnel creates so called “cases” for you, which are inquiries for your products or services, or potential deals.

No longer do you need to search through your inbox in order to find important messages, they will be right here in Funnel properly labeled with the stage of the sales process they are in.

  • All your work inquiries have a special place where they reside in Funnel
  • Reply to messages just like through email, your customers’ messages will be safely stored in your Gmail account
  • Attach files to messages
  • Cases are labeled by their stage in the sales process: new, negotiation, won, lost
  • Easily spot cases with unread messages
  • Know when and if your customers have opened your replies
  • Add and remove people from cases and know who is participating
  • Mark cases as won or lost
  • Leave notes for yourself within cases that are not sent to your customers
  • Create cases manually

Interested in these features? Sign up for our mailing list to be the first to hear when they go live.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Contacts.

One of the best features of Funnel is the way it makes it so easy to grow and maintain your customer database. Traditionally you would need to manually enter your customers’ information, each and every one of them. This is not a problem when that’s your job, but you know you as a small business owner or a freelancer have more important things to do.

Funnel will automatically take your contacts’ basic information and create a profile for them based on what they enter into your forms. You can update this information whenever you like.

  • Have an up-to-date database of people who have contacted you about a business opportunity
  • Contacts have profiles, and Funnel will even add their picture whenever possible Powered by Gravatar
  • Organize your contacts with tags and awesome autocomplete
  • All contacts keep a history of previous and related cases for quick reference
  • Leave notes for yourself on customer profiles, useful for remembering birthdays, attaching important files, jotting down important information.

Interested in these features? Sign up for our mailing list to be the first to hear when they go live.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Proposals.

Leave a professional impression by sending nicely formatted proposals to your potential clients.

Funnel allows you to put together rich messages in the form of an estimate or a quote for your product or service. Additionally these messages can include your logo or photo if you add it to your account.

Superawesøme has significantly increased their rate of closed deals based on this feature alone!

  • Wow your potential customers with professionally designed proposals
  • Automatically calculated totals
  • Set your desired currency Available: USD, EUR, GBP, AUD, CAD, CHF, JPY
  • Add and easily format text with our WYSIWYG editor
  • Set additional footer text, useful for terms, additional links, etc.

Interested in these features? Sign up for our mailing list to be the first to hear when they go live.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Notes.

Sometimes you need to remember something, or simply need a place to jot down important information regarding a potential project or a customer.

In Funnel you can post notes to both cases, and your customer profiles.

  • Jot down important information
  • Log meetings
  • Write down important dates (birthdays, anniversaries, etc.)
  • Attach files

Interested in these features? Sign up for our mailing list to be the first to hear when they go live.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

Gmail integration.

Funnel is tightly tied to your Gmail or Google Apps account. You use it to sign up, and log in into the app, and also to receive notifications and replies from your customers.

When you receive a reply to a message you sent from Funnel in your Gmail inbox, you can reply directly to that message from Gmail, and your reply will be sent to your customer, but it will also appear within your Funnel case.

This is especially useful when you're on the go and don't want to mess around with logging in to another service only to send a quick reply, and would rather do it from your phone.

Funnel can't access your email inbox.

Sprawsm doo is not in any way affiliated with Google™. Funnel uses Google's service to retreive your account information and to log you in securely. No one at Sprawsm doo can access your inbox or any other part of your Google account.

Sign up is secure using your Google account, and only takes 10 seconds.

Sign up for free

Sign up now and get a free trial of 10 cases, no commitments, no credit card required.

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