CRM Made Simple for Growing Businesses

Keep your data organised and grow customer relationships from first contact to renewal.

CRM designed to keep you one step ahead

Explore the tools and features Yooma provides to boost your business

Contact & Relationship Management

At the heart of every CRM is a single, accurate view of your customer, which starts here.

Yooma CRM combines all the tools you need to organize, understand, and build stronger relationships with the people who matter most to your business.

Store and manage detailed contact records, track organization hierarchies, and view every interaction across your team in one central location. Stop digging for information and start building meaningful connections at scale.

Contact & Company Profiles

Maintain detailed profiles for individual contacts and the companies they belong to.

Custom Fields & Segmentation

Tailor records with your fields, then filter and group contacts based on any attribute.

Duplicate Detection & Merge

Keep your database clean with built-in tools that flag duplicates and guide you through smart merges.

Interaction Timeline

View a complete chronological history of every touchpoint with a customer, including emails, calls, and notes.

Tags & Categorization

Organize your database with tags that make it easy to group, filter, and act on contact segments.

Role-Based Access Controls

Ensure people can access the correct data, with flexible permission settings across roles and teams.

Relationship Hierarchies

Link related contacts and companies using parent-child structures or custom relationship types.

Import & Data Cleanup Tools

Bring in external contact lists and clean up messy records with built-in validation tools.

Insights & Automation

Gain a deeper understanding of your customer relationships and remove the manual effort from day-to-day operations.

With powerful automation tools and intelligent insights built into your CRM, your team can stay focused on what matters – engaging customers at the right time, with the right message.

Track behavioral patterns, flag at-risk accounts, automate repetitive tasks, and build custom reports that surface the metrics that matter. Scale your customer engagement while staying one step ahead.

Task & Reminder Automation

Ensure no follow-up falls through the cracks with automated task creation and time-based reminders tailored to each contact.

Smart Alerts & Notifications

Get real-time notifications when important customer events happen, like inactivity, milestones, or deal changes.

Activity Pattern Tracking

Visualize how often customers engage and identify shifts in their behavior to guide next best actions.

Custom Reports & Dashboards

Track performance across your CRM with tailored reports and dashboards for individuals, teams, or executives.

Customer Health Score

Quantify the strength of each relationship with a dynamic score based on behavior, interaction history, and status.

Engagement Insights

Investigate who’s most active, which channels work best, and where extra attention is needed.

Workflow Triggers

Set automatic actions like status updates, task assignments, or field changes based on specific events or timing.

Integration with Other Modules

Automatically sync insights and actions with Marketing, Customer Service, and other Yooma modules for a unified view.

Communication & Collaboration

Strong customer relationships require internal alignment.
Equip your team with the tools to collaborate seamlessly across departments, ensuring every customer interaction is informed, consistent, and personalized.

Whether it’s sales handing off to service, or marketing collaborating with account managers, everyone stays on the same page.

With shared views, centralized communication, and contextual notes, nothing falls through the cracks.

Shared Activity Timeline

A unified feed of customer touchpoints (emails, calls, notes, and more) across your entire team.

Comments & Internal Notes

Add internal notes and tag teammates directly on records for real-time collaboration and context.

Shared Inbox / Email Integration

Connect team inboxes so messages are visible and actionable from within the CRM, with auto-logging.

Document & File Attachments

Attach relevant files, proposals, and reference documents directly to contact and account records.

Business Outcomes That Matter

+ 29%

Sales Productivity

Teams using CRM tools work and close more deals, faster and smarter.

+ 27%

Customer Retention

Keep customers engaged and supported at every step for stronger, longer-lasting relationships.

Simple Steps to Better Customer Relationships

One Platform
for your
Entire Business

Sales

Streamline sales processes and close deals faster.

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Customer Service

Resolve customer issues and boost retention.

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Business Intelligence

Analyze business performance and stay ahead.

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