CRM Tools for Successful Outreach

CRMs are relationship record managers, not sales process managers. Connect a CRM to Symbo to bi-directionally sync sales activities.

Consolidate Your Communication Tools

While the CRM tool is designed to be the system of record, the sales engagement platform is designed to be the system of action. It combines all communication channels in one place and eliminates the need for flow-stopping app switching. Email, phone, calendar invites, and tasks are integrated in Drives: our enhanced sales cadences for unstoppable outreach.

See Symbo Drives

Consolidate Your Communication Tools

While the CRM tool is designed to be the system of record, the sales engagement platform is designed to be the system of action. It combines all communication channels in one place and eliminates the need for flow-stopping app switching. Email, phone, calendar invites, and tasks are integrated in Drives: our enhanced sales cadences for unstoppable outreach.

See Symbo Drives

Auto-Update Your CRM

Symbo automatically updates the CRM to log calls, tasks, and emails. It eliminates the need to interrupt a rep's workflow with administrative tasks. You don’t need a CRM, but Symbo integrates directly with Salesforce and Hubspot. No complex configuration required and set up takes 3 minutes!

Get Started!

Auto-Update Your CRM

Symbo automatically updates the CRM to log calls, tasks, and emails. It eliminates the need to interrupt a rep's workflow with administrative tasks. You don’t need a CRM, but Symbo integrates directly with Salesforce and Hubspot. No complex configuration required and set up takes 3 minutes!

Get Started!

Analyze Your Process

A sales engagement tool provides analytics that a CRM won’t. Symbo gives users access to data about the success of their sales process. Know when prospects convert to paying customers, the steps it took to get them there, and when to expect closed deals. With this data, sales leaders can continuously optimize sales processes to maximize results.

Schedule a Demo

Analyze Your Process

A sales engagement tool provides analytics that a CRM won’t. Symbo gives users access to data about the success of their sales process. Know when prospects convert to paying customers, the steps it took to get them there, and when to expect closed deals. With this data, sales leaders can continuously optimize sales processes to maximize results.

Schedule a Demo

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Product

Essential sales features

A single pane of glass for all of your prospecting activity.

Drives

Multichannel engagement plans to connect with your prospects.

Email Automation

Send personalized emails and automate follow up.

Analytics

Track team performance and improve your outreach.

Dialer

Connect with prospects, record calls, and view call insights.

A/B Testing

Test email variations to compare reply rates.

Integrations

Integrate with email, CRM, and meeting apps.

Map Out Your Engagement

It's hard to move prospects through sales processes using only a CRM. Most organizations will agree that their sales teams do not follow a standardized engagement process. Symbo Drives map out your team's sales process to help reps stay organized, move prospects through a measurable sales pipeline, and follow data-driven best practices.

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