Features
One platform, unlimited possibilities
From sales and marketing to support and commerce — SAM CRM has everything you need to build lasting customer relationships.
Close more deals, faster
Visual pipeline management with AI-powered insights to help your team win.
Kanban Pipeline
Drag-and-drop deal stages with customizable pipelines for different sales processes.
Sales Forecasting
Predict revenue with AI-powered probability scoring and weighted pipeline analysis.
Workflow Automation
Auto-assign leads, send follow-ups, and trigger actions based on deal stage changes.
Activity Timeline
Track every call, email, meeting, and note in a chronological activity feed.
Know your customers inside out
360° customer profiles with relationship mapping and smart segmentation.
Contact 360° View
Complete customer profile with deals, tickets, activities, documents, and purchase history.
Account Hierarchy
Map parent-child company relationships with org charts and subsidiary tracking.
Data Import
Import from Salesforce, HubSpot, CSV, and Excel with smart field mapping and deduplication.
Smart Search
AI-powered full-text search across contacts, deals, accounts, and documents.
Delight customers at every touchpoint
Omnichannel support with SLA management, CSAT tracking, and knowledge base.
Unified Inbox
All customer conversations in one place — email, chat, portal, and internal notes.
Knowledge Base
Self-service articles with category management, search, and customer portal integration.
SLA Management
Define response/resolution targets with automatic escalation and breach notifications.
Smart Routing
Auto-assign tickets based on skills, availability, round-robin, or custom rules.
From quote to cash, seamlessly
Complete CPQ-to-cash workflow with products, price books, and invoicing.
Product Catalog
Rich product management with categories, bundles, and tiered pricing.
Quotes & Approvals
Generate professional quotes with multi-step approval workflows and e-signatures.
Orders & Fulfillment
Convert quotes to orders with tracking, status updates, and fulfillment management.
Invoicing & Billing
Auto-generate invoices, track payments, and manage recurring subscriptions.
Connect everything
Extensible platform with REST APIs, webhooks, and native integrations.
Native Integrations
Salesforce, HubSpot, Slack, Gmail, Outlook, and more — out of the box.
REST API
Full-featured API with OAuth 2.0, pagination, filtering, and rate limiting.
Webhooks
Real-time event notifications to any URL with retry logic and delivery tracking.
Data Import/Export
Bulk import from CSV/Excel with field mapping, and export to multiple formats.
Enterprise-grade security
Multi-tenant isolation, encryption, RBAC, and comprehensive audit trails.
SSO & SAML
Single Sign-On with Google, Azure AD, Okta, and custom SAML providers.
Role-Based Access
Granular permissions with custom roles, field-level security, and team visibility rules.
Audit Logs
Comprehensive activity tracking for compliance — who accessed what, when, and from where.
Data Encryption
AES-256 encryption at rest, TLS 1.3 in transit, and tenant-isolated data stores.
Ready to transform your customer relationships?
Start your free trial and see the difference.