Keep customer names, phone numbers, emails and notes in one place instead of spread across spreadsheets and inboxes.
CMS CRM
CMS CRM: a CRM for CMS Card Services merchants.
CMS CRM is a customer relationship management platform from CMS Card Services. It helps you keep track of your customers, follow up with leads and manage appointments in one place. Ask us for a demo to see if it is a fit for your business.
What CMS CRM helps with
Features available depend on your plan. [Final feature list by plan - TBD]
Track leads and deals by stage so you can see what needs attention next.
Send follow-up emails and text messages to your contacts from the same place you track them.
Share a booking calendar so customers can request a time that works for them.
See basic activity and pipeline reports so you know where your leads stand.
Pricing and plans
Pricing: [PRICE - Nathan to decide]
Plans: [Plan tiers - TBD]
Ask us for current pricing and plan details during your demo.
Getting started
Onboarding: [Onboarding details - TBD]
- Request a demo with the form.
- CMS Card Services contacts you to walk through CMS CRM.
- If it is a fit, we will go over plan options and next steps with you.
Request a demo →Or call Nevada merchants: (725) 261-7060
CMS CRM client login
Already a CMS CRM client? Sign in to your account here.
[Login link coming soon - client login address not set up yet]
Need help with your account now? Email Service@cmscardservices.com.