Customer Relationship Management
Turn customer interest into revenue, delivery, renewal, and expansion. JibeCRM connects demand, accounts, contacts, opportunities, quotes, contracts, service health, and follow-through in one workspace.
Manage the full customer revenue lifecycle
JibeCRM connects the work that turns market interest into customer value — from demand generation and relationship development to lead-to-cash, service health, renewal, and expansion.
Turn attention into accountable demand.
Connect campaign investment, audience reach, lead generation, activity, funnel movement, and downstream revenue. Teams can see which programs create real demand, which sources produce quality leads, and which prospects need action before interest goes cold.
- Track campaign performance by cost, response, lead creation, pipeline, and revenue impact
- Monitor lead source, quality, ownership, qualification status, and stale lead risk
- Connect marketing activity to sales follow-up without relying on disconnected spreadsheets
- Give sales and marketing one view of demand, conversion, and next action
Turn events into managed customer journeys.
Plan events as part of the customer lifecycle, not as isolated dates on a calendar. Manage portfolios, sessions, speakers, venues, registration, promotion, readiness, follow-up, and pipeline influence in one customer-aware workspace.
- Manage event portfolios, calendars, status, owners, venues, budgets, and target outcomes
- Track readiness across speakers, sessions, agendas, logistics, reminders, and follow-up
- Connect promotion, lead capture, thank-you work, debriefs, and post-event sales activity
- Measure event contribution through revenue, sponsorship, budget, cost, and pipeline influence
Keep every relationship moving forward.
Give customer teams a complete view of accounts, contacts, stakeholders, activities, meetings, pipeline, cases, quotes, contracts, and next steps. Leaders can see which accounts are growing, which are at risk, and where follow-through is missing.
- Track account health from sales, service, activity, and engagement signals
- Expose relationship coverage gaps, single-threaded accounts, and missing stakeholders
- Connect expansion and retention signals to opportunities, quotes, contracts, orders, and cases
- Manage follow-up across meetings, calls, emails, tasks, and next steps
- Give account owners, managers, and executives portfolio views of customer activity and risk
Price, approve, contract, and convert.
Control the commercial path from opportunity to quote, order, contract, renewal, and expansion. Price books, line items, approvals, expirations, exceptions, customer commitments, and renewal exposure stay connected so commercial execution does not depend on spreadsheet memory.
- Manage approvals for pricing exceptions, margin exposure, nonstandard terms, and deal-risk conditions
- Manage approvals for pricing exceptions, margin exposure, nonstandard terms, and deal-risk conditions
- Convert opportunity activity into quotes, orders, and contracts while preserving commercial history
- Track contract dates, renewals, obligations, ownership, commitments, and customer terms
- Surface exception queues for expired quotes, stalled approvals, unsigned contracts, renewal risk, and unresolved commercial handoffs
Protect trust after the sale.
Make service part of the customer relationship, not a separate queue. Teams can see case demand, backlog, responsiveness, escalation, recurring issues, satisfaction, workload, and support burden in the same customer context used by sales and account teams.
- Track case demand by type, source, priority, severity, account, contact, product, and service
- Monitor backlog, aging, overdue cases, stale cases, and oldest unresolved issues
- Manage first-response targets, resolution deadlines, escalations, SLA fields, and customer-risk signals
- Identify recurring product and service issues through support patterns and case history
- Balance team workload while tracking knowledge effectiveness, satisfaction, and reopened cases
Manage what you sell through demand, revenue, and support reality.
Connect product and service governance to what customers quote, buy, renew, and need help with. Leaders can see demand, realized sales, pricing gaps, adoption, customer concentration, inventory exposure, and support burden by offering.
- Manage product and service portfolio health by status, owner, type, brand, lifecycle, and completeness
- Read demand signals from opportunities, quotes, line items, accounts, and time periods
- Track revenue performance through orders, contracts, quantities, hours sold, and customer concentration
- Monitor price-book coverage, stale pricing, manual-price exceptions, and discount exposure
- Understand support burden, case severity, satisfaction, inventory risk, and adoption mix by offering
Connected when the work moves downstream.
Customer Relationship Management shares identities, permissions, automations, dashboards, and customer context with the rest of JibeONE. When a deal becomes delivery work, Professional Services Automation picks up the same customer truth.