CRM
Platform
Workspaces
MamaCRM’s Workspaces feature offers a flexible, customizable environment where teams can collaborate, organize, and manage multiple projects and campaigns simultaneously. Each workspace can be tailored to specific client, team and marketing campaigns, providing a segregated area to focus on particular tasks without interference. This setup allows for cleaner management of assets, clearer communication among team members, and better alignment on goals and strategies. Workspaces enhance productivity by keeping relevant files, discussions, and schedules in one accessible location, making it easier for team members to switch contexts and manage multiple streams of work efficiently.
Free for 21 days No card required


Draft Calendar
MamaCRM’s Draft Calendar feature is a specialized tool designed to help teams plan, review, and refine their content before it goes live. This calendar acts as a staging area where posts can be scheduled and visually organized, allowing team members to collaborate on edits and approvals. It ensures that all content aligns with your marketing strategy and meets quality standards before publication. The Draft Calendar facilitates the need to brainstorm and register any idea without worrying if it is eventually going public or not. This tool is essential for maintaining a high standard of communication and ensuring that every post supports your brand’s objectives and message.
Free for 21 days No card required
Task Workflows
MamaCRM’s Task Workflows feature is designed to streamline project management and enhance team productivity by automating repetitive tasks and organizing workflow processes. This tool allows you to create customizable workflows that define the sequence of tasks required for specific Workspaces or daily operations. Each step can be assigned to team members with set deadlines and required actions, ensuring that everyone knows their responsibilities and timelines. Task Workflows improve coordination and efficiency by providing a clear roadmap of the process, reducing the time spent on manual task management, and enabling more focus on strategic activities. This feature is particularly useful in managing complex social media campaigns across different departments or for teams handling multiple client accounts.
Free for 21 days No card required


Notes
MamaCRM’s Notes feature provides a simple yet powerful tool for capturing ideas, reminders, or important information related to your marketing campaigns and customer interactions. These notes can be attached to specific Workspaces, projects, tasks, or client profiles, ensuring that all relevant details are easily accessible and organized. Whether you’re jotting down creative ideas during a brainstorming session, recording client feedback, or noting key points from a team meeting, the Notes feature helps keep all this information centralized and searchable. This functionality is essential for maintaining a comprehensive record of insights and decisions, aiding in communication and continuity across your marketing team.
Free for 21 days No card required
Creative View
MamaCRM’s Creative View feature is tailored to enhance the visual aspects of your social media campaigns. It provides a dynamic, graphical interface where you can preview and edit visual content such as images, videos, and graphics before they go live. This feature supports real-time collaboration, allowing team members to provide feedback, make adjustments, and approve visuals seamlessly. The “anyone with a link can view” functionality offers the ability to send this to the client and get instant feedback. This saves time and minimizes errors.
Free for 21 days No card required


Leads
MamaCRM’s Leads feature is designed to optimize lead management by capturing, tracking, and nurturing potential customers throughout the sales funnel. This tool allows you to systematically categorize and prioritize leads based on their engagement level, purchase potential, and interactions with your brand. You can view detailed profiles for each lead, including their contact information, interaction history, and preferences, which helps tailor your marketing and sales approaches to increase conversion rates. The Leads feature integrates seamlessly with other modules in MamaCRM, enabling a smooth transition from marketing to sales and ensuring that no potential customer is overlooked. This centralized management of leads enhances efficiency and effectiveness in turning prospects into loyal customers.
Free for 21 days No card required
Contacts
MamaCRM’s Contacts feature is a comprehensive tool designed to manage and organize all your customer and client information in one place.
This feature allows you to store detailed profiles that include contact information, communication history, preferences, and engagement metrics. With the ability to segment contacts into various groups based on criteria such as demographic data, purchase history, or interaction behavior, you can tailor your marketing campaigns more effectively to different audience segments. The Contacts feature is essential for maintaining a structured database of all interactions, ensuring that your team can access up-to-date information for personalized communication, lead nurturing, and customer service efforts.
Free for 21 days No card required


Deals
Convert Deals to Workspaces and start working on strategy in minutes with MamaCRM Deal management tool.
The Deals section of MamaCRM is your go-to hub for managing and closing sales opportunities with ease. Track every deal from initial contact to final sale, with clear visibility into each stage of the pipeline. Customize deal stages to fit your unique sales process, and use powerful automation tools to move deals forward efficiently. Whether you’re a small business or a large enterprise, MamaCRM helps you stay on top of your sales goals by providing real-time insights, performance metrics, and seamless collaboration across your team.
Simplify your sales management and watch your business grow with MamaCRM.
Free for 21 days No card required