AI TOOL PROFILE
Raynet CRM: Sales CRM Software
- Sales
- CRM
- Small business owners
- Mid-market sales teams
- Enterprise sales organizations
- Field sales representatives
Pricing
Pricing starts at $19 per user/month (billed annually) for the Start plan. Professional and Ultimate plans are available at $38 and $48 per user/month respectively.
At a glance
- Best for
- Small business owners, Mid-market sales teams, Enterprise sales organizations, Field sales representatives
- Key use cases
- Centralizing Customer Data, Field Sales Management, Bid and Quote Preparation, Automating Routine Admin
- Integrations
- Google Calendar, Google Contacts, Mailchimp, Make, REST API
- Official website
- Visit raynet crm official website
How AI is used
Raynet CRM is a cloud-based platform designed to manage customer and sales data in one place. It targets a wide range of buyers, from individuals and small teams to mid-market and enterprise companies, across sectors including real estate, technology, and financial advisory.
The software focuses on keeping the sales pipeline visible, supporting deal tracking, and organizing contact databases. It includes a dedicated mobile app to assist sales representatives, featuring meeting navigation and business card scanning.
Beyond basic contact management, the tool includes an integrated email inbox and AI capabilities for documentation. Buyers should confirm their plan requirements, as features such as automation and AI are available on the Professional and Ultimate tiers.
Key Features
Mobile App
Supports navigation to meetings, quick note-taking, and business card scanning.
Raynet AI
Supports the generation of meeting summaries, reports, and email drafts.
Integrated Email Inbox
Combines email communication and CRM data within a single interface.
Automation Scenarios
Includes over 50 ready-made scenarios to handle routine tasks, such as creating tasks for new inquiries.
Deal Management
Includes a business board (kanban) to track deal stages and pipeline progress.
Document Storage
Provides a folder and file system for storing customer-related documents and electronic signatures.
Use Cases
Centralizing Customer Data
Moving sales data from spreadsheets and notes into a single, searchable database.
Field Sales Management
Using the mobile app to navigate to client meetings and log notes.
Bid and Quote Preparation
Generating contracts and quotes directly within the CRM.
Automating Routine Admin
Setting up automated workflows to trigger follow-up tasks when leads are created.
Integrations
- Google Calendar
- Google Contacts
- Mailchimp
- Make
- REST API
FAQ
Who is Raynet CRM designed for?
- It is designed for a range of business sizes, including individuals, small teams, mid-market companies, and large enterprises across various industries.
Does Raynet CRM offer a free trial?
- Yes, users can try Raynet CRM free for 30 days with full access; no credit card is required to sign up.
What AI features are included in Raynet CRM?
- The AI tool helps automatically prepare meeting summaries, reports, and email drafts to reduce manual administrative work.
Is there a mobile version of the software?
- Yes, there is a mobile app that provides access to customer data, meeting navigation, quick notes, and business card scanning.
Source category: Sales
Source subcategory: CRM
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