
What is a CRM?
A CRM (Customer Relationship Management) system is a valuable tool that enables businesses to organise and manage their relationships with both existing and prospective customers. It centralises all customer information - such as sales history, preferences, and previous interactions- into one convenient platform. This allows you to personalise your communication and deliver excellent service with greater ease and efficiency.
What is a Sales CRM?
A sales CRM is a CRM that tracks sales pipelines, and that includes automated emails to support sales teams in closing more sales in ABM marketing.
Look out for the following in your sales CRM:

All-in-One CRM
ScaleONE provides a full CRM to manage leads, contacts, pipelines, opportunities, and customer communication in one place.
From Account Based Marketing (ABM) to automailers, you need a CRM that is simple to use and set up.
Sales Automations
Create powerful automated workflows for:
Email campaigns
SMS follow-ups
Voicemail drops
Appointment reminders
Nurture sequences
This reduces manual work and increases conversions.
Sales Funnels
ScaleONE sales CRM is able to build landing pages, full websites, and build high-converting sales funnels with drag-and-drop tools - no coding required.
Imagine one landing page per service, with automailers that fire off to prospects.
No need to chase your sales team to follow up. It happens via ScaleONE.
Calendar Bookings
ScaleONE comes with an integrated calendar system that:
Syncs with Google Calendar or Teams Calendar
Sends automated reminders
Reduces no-shows
Allows round-robin booking for teams
Two-Way Communications
ScaleONE offers a centralised inbox for:
SMS
Email
Facebook Messenger
Instagram DMs
Phone calls
Keeps all conversations in one thread per contact.
AI Tools & AI Automations
Courses & Memberships
With ScaleONE you can easily create and sell:
Online courses
Membership areas
Digital products
Client portals
All hosted inside the platform.
Reputation Management
ScaleONE automatically request reviews via SMS or email and manage Google reviews to boost online credibility and local rankings.
- Review SMSs
- Review emails
- Manage Google Reviews
- Boost online credibility
- Boost local rankings
Power up your Business with ScaleONE
Digital marketing is all about measurement and reporting.
With Scale ONE you can track the ROI and ROMI of your marketing efforts. Achieving this is only possible with a sales CRM platform like ScaleONE.
As a leading B2B agency, we truly understand the power of using a sales CRM to power up your ABM. ScaleONE is both powerful and cost-effective. It offers all the features of high-end CRMs, but at a fraction of the cost.


See ScaleONE in action
Is ScaleONE Sales CRM Easy to use and Set up?
Why do CRM systems fail?
Have you heard about CRM systems that cost millions of dollars to set up, took more than a year to customise, and then the whole project was shelved? Costing the company millions in wasted money and hours.
Most CRM systems are complex to set up, difficult to configure and take months to create and require hard-core developers to implement.
Most CRM applications then fail because the staff and sales teams who are supposed to work with the system find it too difficult to use, and don't adopt the technology.
Is ScaleONE easy to use?
ScaleONE is incredibly simple to use!
From your receptionist, to your sales staff to marketing to the executive team, ScaleONE gives a high-level overview of your sales pipeline as well as a detailed view for those who want more information.
How long will it take to...
- Set up account - one hour
- Add a custom form to your website - two hours
- Adding users - 5 minutes per user
- Building an AI sales workflow - anything from 10 minutes to two hours
- Building a landing page - from twenty minutes
- Loading social media and posting - ten minutes
- Adding opportunities - 5 minutes per opportunity
- Plus more!
Most of this you can do yourself, some of the workflows and form building we can do for you and aren't included in the monthly platform fee.


What does ScaleONE Cost per Month?
Choose from one of our packages:

ScaleONE Basic Platform
- Unlimited users
- Unlimited contacts
- Unlimited workflows
- Unlimited course creation
- Unlimited email sends (ts & cs)
- Unlimited appointments
- Includes Easy Affiliates
- Unlimited landing pages
- AI web chat bot (setup fee)
- And much more! Request a demo
- Website forms
ScaleONE Custom Builds
- Unlimited users - we set up for you
- Unlimited contacts - we load for you
- Unlimited workflows - we build for you
- Unlimited course creation - quote on request
- Unlimited email sends (ts & cs)
- Unlimited appointments - we set up for you
- Includes Easy Affiliates
- Unlimited landing pages - quote on request
- AI web chat bot - we set up for you
- And much more! Request a demo
- Website forms - we set up for you
How does ScaleONE Compare with other CRMs?

Is ScaleONE the Best Sales CRM for your business?

Step 1: Identify your business needs
Begin by understanding what your business needs from a CRM. For example, if your primary goal is to manage customer inquiries efficiently, consider the following:
- Primary Goals: Are you looking to enhance customer service, streamline sales, or manage leads more effectively?
- Key Features: Do you need email marketing, sales automation, customer support ticketing, or social media integration?
- User Requirements: Which team members will use the CRM, and what are their technical capabilities?
Step 2: Evaluate usability and user experience
For small businesses, ease of use is crucial. A CRM should be straightforward and not require extensive training. Assess the interface by considering the following:
- Ease of Navigation: Is the layout intuitive?
- Customisation: Can you tailor the dashboard and features to suit your workflow?
- Training and Support: Does the vendor offer onboarding assistance, tutorials, and responsive customer support?
Step 3: Assess integration capabilities
Your CRM should work seamlessly with the tools you already use. Integration ensures smooth data flow and avoids duplicate work. Key integrations to consider include:
- Email Platforms: Integration with email clients like Gmail or Outlook can help centralise communications.
- Marketing Tools: Sync with platforms like Mailchimp to streamline marketing efforts.
- E-commerce Systems: Connect with platforms such as Shopify or WooCommerce to track customer purchases and behaviour.
- Accounting Software: Link with QuickBooks or Xero to streamline your financial tracking.
Step 4: Consider scalability
As your business grows, your CRM should grow with you. Look for a solution to handle increasing data and users without a hitch. Important factors include:
- Database Capacity: Ensure the CRM can handle more contacts and interactions as your business expands.
- Flexible Pricing Plans: Choose a CRM with tiered pricing plans to accommodate your growth without a significant cost increase.
- Advanced Features: Look for the availability of more sophisticated tools and features you might need as your business evolves.
The benefits of Scale ONE Sales CRM for your businesses

Better Customer Relationships
A CRM keeps all your customer info in one place, making it easy to manage. You can track every interaction and understand what your customers like, so you can personalise your emails and offers. Automated reminders ensure you never forget to follow up, making your customers feel valued.
More Efficient Sales
With a CRM, you can see your sales pipeline clearly, knowing exactly where each deal stands. It handles routine tasks like data entry and follow-up emails, freeing you to focus on closing deals. It also helps you identify the hottest leads to prioritise your efforts where they count the most.
Smarter Marketing
CRMs let you segment your audience to send targeted messages that hit the mark. You can also track your marketing campaigns in real-time and tweak them as needed. Plus, they integrate with email and social media tools, helping you run smooth, cohesive campaigns.
Boosts Productivity
CRM task management allows you to easily assign tasks, set deadlines, and track progress, ensuring nothing gets missed. With shared information and updates, collaboration is a breeze. And with mobile access, you can manage everything from anywhere, keeping your business running smoothly even on the go.
Improves Customer Service
A CRM keeps all your customer info in one place, making it easy to manage. You can track every interaction and understand what your customers like, so you can personalise your emails and offers. Automated reminders ensure you never forget to follow up, making your customers feel valued.
Strengthens Decision-Making
CRMs provide detailed reports on your sales, marketing, and customer service efforts. This data helps you make smart decisions. You can understand customer behaviour better and refine your strategies. Forecasting tools also allow you to predict future trends, so you can plan ahead.
Saves Costs
CRMs streamline your processes, reducing the time and effort you spend on manual tasks, which saves you money. Better customer service and personalised interactions improve customer retention, reducing the cost of acquiring new customers. CRMs are scalable, so you can start small and add features as you grow, avoiding hefty upfront costs.

The time is now.
Contact us to set up your CRM. It costs less when you work with us!
Have questions?
Let us know what’s on your mind! If your question isn’t answered here, get in touch with us today.
Yes, a CRM can help your small business organise customer information, improve communication, streamline sales processes, and improve customer service, ultimately leading to better customer relationships and business growth.
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