Customer Relationship Management (CRM)

Overview

Labii CRM offers a comprehensive solution for efficient account and contact management, order tracking, and invoicing, among other functionalities. With seamless integration capabilities with other Labii products such as ELN and inventory management, users can effortlessly tailor data to meet the specific needs of individual customers. This versatility empowers businesses to streamline their operations, enhance customer relationships, and optimize workflows, making Labii CRM a valuable asset for organizations seeking effective customer relationship management tools.

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Access All Key Company Information in One Place with Labii CRM

The Account table in Labii CRM serves as the central hub for managing all company-related information. It consolidates key details about each company, providing a one-stop access point to relevant sales, project, and financial information. By centralizing this data, the Account table streamlines workflows, improves visibility into client relationships, and supports seamless collaboration across teams. Whether tracking sales pipelines, managing ongoing projects, or monitoring financial transactions, the Account table ensures all critical information is readily accessible and organized.

Close Deals and Manage Payments Faster with Labii Workflows

Labii CRM enables seamless integration of multiple workflows to automate and streamline business processes, saving time and improving efficiency. From sales workflows designed to close deals faster, to pricing inquiry workflows for providing customers with accurate pricing information, and invoicing workflows for sending invoices and tracking payments, Labii CRM supports diverse operational needs. Additionally, users have the flexibility to build custom workflows tailored to their unique daily activities, ensuring the system adapts to specific business requirements. With Labii CRM, automation becomes a powerful tool to enhance productivity and deliver a more consistent user experience.

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Boost Collaboration with Automated Emails and Conversation Notes

Labii CRM enhances team collaboration and communication with powerful features designed to keep everyone aligned. It can automatically send emails, ensuring timely and consistent outreach, while enabling users to create detailed notes to track important conversations and key interactions. Additionally, users can import email messages directly into Labii for centralized management or leverage advanced AI capabilities to generate concise email summaries for streamlined record-keeping. These features ensure all communication is well-documented, accessible, and actionable, making it easier for teams to stay informed and work more efficiently.

Quickly Generate Detailed Quotes and Collect Signatures with Labii

Labii CRM simplifies the quote generation process, making it fast and efficient to create professional quotes tailored to customer needs. By leveraging a centralized product pool, users can quickly select items, add detailed descriptions, and include specific terms and conditions. Once created, quotes can be easily shared with customers for review, enabling them to provide any necessary information or approvals. With built-in tools for collecting signatures, Labii CRM ensures a seamless and streamlined quoting process, saving time while enhancing customer satisfaction.

Boost Team Productivity with Integrated Project Management in Labii

Labii CRM offers robust project management capabilities through seamless integration with popular project management tools, enabling you to manage all customer projects efficiently in one platform. It simplifies tracking project progress, documenting key updates, and organizing workflows. With features to assign tasks to team members, monitor their completion, and manage milestones, Labii CRM ensures projects stay on schedule and aligned with customer expectations. This integration enhances collaboration, provides greater visibility into project status, and helps teams deliver successful outcomes with ease.

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Track Customers and Link Experiments, Samples, and Reports Effortlessly

Labii CRM is fully integrated with other Labii modules, including ELN, Sample Management, Inventory Management, LIMS, and more, providing a comprehensive solution for Contract Research Organizations (CROs). This seamless integration allows users to not only track customer information but also link experiment notes, samples, reagents, and reports directly to customer profiles. By connecting CRM with scientific and operational data, Labii enables CROs to streamline workflows, improve collaboration, and maintain a complete, centralized record of customer interactions and project progress—all within a single platform.

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Labii CRM Now Integrates with Any CRM

Learn more about API Widget

Labii CRM offers seamless integration with any other CRM, allowing users to streamline their workflows effortlessly. With the API widget, you can pull data from and update information in external CRMs, ensuring real-time synchronization. Additionally, Labii’s robust API enables direct communication between Labii CRM and other software, providing flexibility for custom integrations. This powerful feature enhances data consistency and operational efficiency, making Labii CRM a versatile solution for managing customer relationships across multiple platforms.

Sync Customers, Invoices & More with QuickBooks in One Click

Labii CRM seamlessly integrates with QuickBooks, enabling users to manage their financial data effortlessly. With just one click, you can create, retrieve, and modify customers, products, invoices, and more—directly from QuickBooks without leaving Labii CRM. This powerful integration streamlines your workflow by allowing you to generate invoices in QuickBooks instantly, ensuring accurate and up-to-date financial records. By bridging Labii CRM with QuickBooks, businesses can save time, reduce manual data entry, and maintain seamless synchronization between customer interactions and financial transactions.

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Simplify Payments with Labii CRM’s Stripe Integration

Labii CRM integrates seamlessly with Stripe, making it effortless for users to collect payments. With just a few clicks, you can generate a Stripe payment link for any invoice or create a Stripe invoice directly from a Labii invoice. This powerful integration simplifies the payment process, ensuring a smooth and secure transaction experience for your customers. By linking Labii CRM with Stripe, businesses can streamline invoicing, reduce manual effort, and accelerate cash flow, all while maintaining accurate financial records in one place.

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Labii offers a full-stack of lab digitalization services, spanning from individual data capture tools like ELN and LIMS, to process optimization, to comprehensive full lab digitization.

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License Labii’s Platform and Launch Your Own Customer Relationship Management (CRM)

If you are working in the field of Customer Relationship Management (CRM) and are looking to expand your offerings to your customers, we invite you to partner with us. By partnering with Labii, you can license our platform, customize it with your own branding, and handle your own sales — allowing you to start your own business today without the need to worry about software development.

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