Home/Glossary/CRM Software/CRM Software Features
Updated on: October 21, 2021

What is CRM Software?

Client Relationship Management Software or CRM Software is essentially a platform connecting various departments of an organization to form one integrated system gathering all client-related information. Those who can access the system can conveniently access client information, thus providing precise coordination among the various parts of the company. CRM software is an essential business tool in today’s era. With companies reaching out to more and more people, managing contacts becomes essential and imperative. However, with CRM software, the troublesome and complex task becomes easier and well-managed. Therefore, with this reference, learn all you need to know about CRM Software and choose the software that serves the needs of your company the best.

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List of all features

Call Logging

Call logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.

Customer Support

Customer support is a service provided to help customers resolve any technical problems that they may have with a product or service.

Contact Management

The process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of... read more

Lead Scoring

Lead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.

List Management

List management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.

Marketing Automation

Marketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with ... read more

Product Catalog

A product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.

Project Management

Project management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.

Quotes (Proposals)

Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.

Referral Tracking

Referral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.