CRM Made Simple

Simplify Your Lead to Sales Processes

Is juggling spreadsheets across platforms causing you to miss lead conversion opportunities?

CommonThread streamlines your contacts, automates workflows, and eliminates the hassle of scattered data.

  • IdeaWeavers CommonThread
    No more copy-pasting contact data into various programs. CommonThread combines your staff, leads, clients, and important files directly into a single database.
  • IdeaWeavers CommonThread
    Easily automate relationships based on key data points, nurturing valuable relationships with your clients.
  • IdeaWeavers CommonThread
    Get instant analytics on task completion, sales progress, and team workload distribution, keeping your operations running smoothly.
  • IdeaWeavers CommonThread
    Automatically populate CRM data into templated estimates, proposals, and contracts.
STREAMLINE YOUR DATA

“I think that [CommonThread’s] brought an awful lot of value to the organization, not just the management team, but the organization recognizes as well.”

-Mark Helberg, First Call Environmental

Companies That Trust CommonThread

Simplify your leads to sales process with segmented contacts and automated responses.

By organizing your staff, leads, and clients in one place, CommonThread can seamlessly provide insights into your customer behavior trends and automate follow ups and repetitive tasks that allow for lead conversion. 

One Place for All Your Contacts

  • Combine your staff, prospects, and clients into a single, sharable database.
  • Keep contracts, proposals, and other key files attached to the right contact for quick reference.
  • Log emails directly from Outlook or Gmail, plus sync meetings and appointments so scheduling is a breeze.
  • Protect sensitive data with advanced security and data encryption

Smart Filtering & Segmentation

  • Gain insights into your customer behavior trends, helping to refine your sales and marketing strategies. 
  • Focus on high-value leads by filtering prospects based on historic internal trends and market research.
  • Target precise audiences, reducing wasted marketing spent on irrelevant leads.
  • Segment loyal customers for exclusive offers, loyalty programs, and personalized incentives.

Advanced Task Management

  • Automatically create and assign follow-up tasks for leads and on-boarding tasks for new clients.
  • Automate repetitive sales and service tasks, such as follow-ups, appointment scheduling, and customer check-ins.
  • Trigger emails or texts based on actions- so your leads and clients get the info the need, exactly when they need it.
  • Get instant analytics on task completion, sales progress, and team workload distribution.
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BUILD YOUR CRM

Your Journey

Our Quick Focus process brings your team from initial meeting to implementation quickly and efficiently. Take a look at how we make your journey to productivity as simple as possible.

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