Communication & Outreach
Stay connected with your team and clients through LilyCRM's integrated communication tools. From video meetings to SMS campaigns and lead management, everything you need to build relationships and close deals is right at your fingertips. Keep conversations organized, track outreach efforts, and turn prospects into loyal clients with streamlined communication workflows.
Zoom Meetings
Schedule and host video meetings directly from LilyCRM. Connect with clients and team members seamlessly with integrated Zoom functionality that keeps meeting links, recordings, and follow-ups organized within each project or client record.
SMS
Send targeted SMS campaigns and follow-ups to clients and prospects. Track delivery rates, responses, and engagement metrics to optimize your outreach strategy. Perfect for appointment reminders, project updates, and nurturing leads through your sales pipeline.
Leads
Capture, track, and nurture leads through every stage of your sales process. From initial contact to proposal sent to closed deals, see exactly where each prospect stands and what actions to take next. Never lose track of a potential opportunity again.
Build Better Client Relationships
Whether you're prospecting new business, following up with existing clients, or coordinating team communications, LilyCRM keeps all your outreach efforts organized and trackable. Never miss a follow-up or lose sight of a promising lead.
Leads
Use Cases
- •Sales teams tracking prospect interactions
- •Account managers nurturing client relationships
- •Marketing teams running SMS campaigns
- •Remote teams conducting virtual meetings
- •Service providers scheduling consultations