Anthem CRM Features

Anthem CRM software is the ultimate tool for businesses of all sizes looking to take their customer relations to the next level. Anthem’s top-tier features set it apart as a leader in the world of customer relationship management. Its suite of features allow users to easily store and organize contact information, manage sales workflow, store documents and contracts within the system, send automated emails & notifications, track sales performance, and generate comprehensive reports. Anthem makes it simple for business owners to stay informed about their customer relationships so they can provide better service with less stress.

Anthem CRM has a musical theme, we break down the sections of the software with elements of:


The composition section of the CRM is where your contacts live. This is where you would add manually or upload new contacts. More importantly this is where you would find out more information about your leads and work them through to becoming a client.  


This section contains ways in which you can market to your contacts. It includes email, text and our social media module. This module allows you to automate the creation and distribution of your social media. 


Reports reports reports, that is what your harmony is for. It sets the tone of the song. You will find email, social media, and Google reports. We integrate directly with social media platforms and your Google accounts to create reports that allow you to truly understand what affects your marketing efforts are producing. 


All the set up is done in your temp. Adding tags, create automations, add locations, services, and more. This section also is where you connect to our email delivery partner. You can also requisition call tracking & text numbers as well as connect/create a Stripe account to send invoices to your customers.

What can Anthem CRM take off your plate today?

CRM Software

Track customer interaction, sales, and marketing data. Automate communications at the right time to maximize conversions. Using our CRM software, you can improve your customer service and sales processes.

Social Media Posting

Our all in one system give you the ability to connect and distribute social media post AUTOMATICALLY! No more creating posts, editing, and approval. Just set up and let it fly. 

Social Media Marketing & Automation

Our all in one system give you the ability to connect and distribute social media post AUTOMATICALLY! No more creating posts, editing, and approval. Just set up and let it fly. 

Email Marketing & Automation

Affordable & effective way to communicate with your contacts. It is a great way to connect with your contact list of customers & prospects. 

Text Messaging & Marketing & Automation

Text messaging is one of the most popular & effective ways to reach out to customers. It’s fast, convenient, and easy to use. 

Analytics & Reporting

Track metrics related to your marketing presence Google Analytics, Search Console, and Ads. Track valuable financial metrics and salesforecasting. 

Revenue Forecasting

With so many variables forecasting can be difficult. Our CRM provides an easy and accurate way to forecast your sales revenue, Allowing you to focus on other aspects of running your business.

Sales Pipeline Management

Gain greater visibility into where your prospects are in the sales process. How many and what the potential revenue is. Automate communication via various channels to them to increase conversion rates. 

And Much More...

Not only do we have many other great features, but we are constantly developing more! So check in often so see what new productivity or marketing features we have deployed.