

GoCRM is a sales-focused CRM designed to centralize lead management and communication. It combines a sales pipeline with integrated VoIP and texting, which allows teams to make calls and send messages from the dashboard.
The software is built for small to mid-sized sales teams, with industry-specific solutions for home builders, HVAC, insurance, and real estate. It supports capturing leads from multiple channels and automating initial outreach through templates and scheduled messages.
Beyond communication, the platform includes field tracking via GPS check-ins and a scheduling system that syncs with external calendars. Buyers should confirm if an all-in-one tool that handles both the CRM and phone system meets their needs, or if they prefer separate services.
Users may want to verify how the automated lead distribution and attribution tracking fit into their specific marketing-to-sales handoff workflow.
Integrated phone system that supports calls from a browser or mobile app with automatic call recording.
Supports sending and receiving text messages with the ability to use standardized templates and scheduled follow-ups.
Visualizes lead stages with color-coding and filters to track a contact's journey from first contact to closing.
Allows field team members to confirm their location via the mobile app to track interactions with clients.
Supports assigning incoming leads to staff members either randomly or manually.
Syncs with major email providers and includes a builder for newsletters and branded templates.
A service designed to support marketing activities within the platform.
Tying unique URLs or phone numbers to different marketing channels to track which sources generate leads.
Setting up auto-reply messages and scheduled drip campaigns via email and SMS to engage new leads.
Using GPS check-ins and task delegation to manage employees visiting job sites or meeting clients.
Providing a calendar link for leads to book meetings that sync with Google or Office 365 calendars.
GoCRM offers a 30-day free trial. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
Yes, it features a built-in VoIP system with virtual phone numbers and call recording accessible via browser or mobile.
GoCRM integrates with Google Calendar and Office 365 to sync appointments and schedules.
Yes, the company offers a 30-day free trial with no obligation.
Yes, you can choose to assign incoming leads to staff members randomly or manually through the platform.
Source category: Sales
Source subcategory: CRM
GoCRM is a sales pipeline management tool for SMBs that integrates VoIP calling and SMS messaging into a central CRM. It supports lead distribution and field tracking via GPS, which is applicable for industries like HVAC and real estate. A 30-day trial is available, though specific pricing tiers are not listed in the provided evidence.