Dramatically Improve Individual and Organizational Performance.

We help small businesses track and organize leads, maintain strong customer engagement and retention, and close more deals with our all-in-one sales and marketing CRM platform.

You're busy. You have a

lot on your plate

Centralized View of Customer Data

Enhanced Lead Management with the Power of CRM

Ensure that all customer facing teams are empowered with the right data to create incredible customer experiences. Stay ahead of the game with Cool Nerd CRM. Our all-in-one CRM solution makes it easy to convert leads from prospect to repeat customers.

No more juggling multiple software and marketing tools.

Keep everything related to managing your customer relationship (data, notes, metrics, and more) - in one place.

Effortless Marketing and Sales

Streamline your sales process and marketing efforts with our powerful tool for sales tracking, pipeline management, and marketing automation!

Imagine Your Business, On Autopilot

Say goodbye to manual effort and hello to effortless growth. You can focus on what matters most and leave the rest to us.

How We Do It


STEP 1

Capture

Still using spreadsheets or your cell phone to manage and organize customer data? Stop losing out on potential sales because you aren’t capturing your leads properly. Track and organize leads from prospect to return customer in a centralized location, making it easily accessible and searchable for all teams.

STEP 2

Nurture

Maintain strong customer engagement wherever they are: social media, email, text, voicemail, chat. Followup with automated reminders, and personalized communication to enhance engagement and retention so you always stay top of mind.

STEP 3

Close

Get the power to close more deals. You’ll know exactly where each potential client is in the buying process with our sales and opportunity tracking pipeline, so you can focus on the ones that are closest to closing. When they are ready to buy you can collect their payment right through the CRM.

GROW YOUR BUSINESS

We make it easy for you to grow your business

Let's hop on a call! We will help you identify the trouble areas and growth opportunities in your business.

Let's strategize and get you to where you need to be.


This is a 100% free, no-pressure call! We will provide you with our best advice whether you choose to work with us or not.


Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone



  • Chat with your clients & leads right from the app

Never miss another opportunity again

See what our clients have to say

I have seen some great results since I starting using Cool Nerd CRM!

I have been using Cool Nerd CRM for a few months now and already I have seen some great results. They have a very unique way of doing things that always results in great success.

David G.

Cool Nerd CRM doubled my sales!

I couldn’t believe how quickly my sales doubled after we started using Cool Nerd CRM. It’s been an amazing experience and I couldn't have done it using my old way of marketing.

Amira Pabón

I’ve been looking for a platform like Cool Nerd CRM for years.

WOW! I am so impressed with how much thought was put into my marketing system. I’ve been looking for a platform like Cool Nerd CRM for years.

K. Johnson

Cool Nerd CRM keeps me on track with all my marketing.

I've been using Cool Nerd CRM for a few months now and I've been loving every minute of it. As a small business owner I spend very little time doing marketing and more time just trying to figure out what works. Cool Nerd Sam keeps me on track with all my marketing and helps me spend more time building my business.

Winnie Johns

Features

CRM

Messaging Tool

SMS Messaging

Email Marketing

Self-Scheduling Calendars

Appointment Booking

Sales Management

Email & SMS Templates

Form & Survey Builder

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