Delta CRM
Every contact, company and deal — and the work that moves them forward.
Keep contacts, companies, deals, tasks and tickets together. Move deals across a board that totals each stage, sync Gmail, and automate the follow-ups.
$19 per seat / month
What’s in Delta CRM
- Contacts, companies and deals
- One place for the people and companies you work with, their deals, and the tasks and tickets attached to them.
- A deal board with weighted totals
- Drag deals between stages on a board that shows the weighted total for each stage. Run more than one pipeline, each with stages you can edit.
- Gmail, inside the CRM
- Sync your Gmail into the CRM and send email from it. Gmail only for now.
- Visual automations
- Pick a trigger, then add steps: send an email, wait, branch, or create a task or ticket.
- Dashboards and win rates
- Customisable dashboards with presets for each role, filters by rep, and win rates by rep.
- Campaigns, templates and web forms
- Send email campaigns, reuse templates, and capture enquiries with web forms.
- Clean data in, clean data kept
- Import contacts and companies from CSV, or migrate from HubSpot. Duplicate detection helps you find and merge repeats.
- Permissions that fit your team
- A role permission matrix, with overrides for individual users.
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Pricing
Delta CRM is $19 per seat, per month.
Add other Delta apps to the same plan whenever you need them.
Prices in USD.
Questions
Which email providers does it work with?
Gmail. You can sync Gmail into the CRM and send from it. Microsoft 365 and Outlook aren’t supported today.
Can I control what each person can see and do?
Yes. Permissions are set per role in a permission matrix, and you can override them for individual users.
Can I import from my current CRM?
You can import contacts and companies from CSV, and migrate from HubSpot. Importing deals isn’t supported.