78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Relenta and how does it work?
Relenta is a cloud-based CRM software and primarily marketed as a Customer Interaction Management tool. Relenta helps you to schedule and manage all your appointments and collaborate each task with your team members. Systematic group management and lead management are the benefits of Relenta, and it highly aids users in email marketing. The contact timeline option can give a 360-degree view of each customer relationship instantly.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is edge CRM and how does it work?
edge CRM software used to optimize sales team’s productivity for business. The software offers a in-built Smart PDF Builder to create proposals, proforma invoices, bills and more in customized template designs. The AI-driven lead scoring used to measure the sales funnels with reminders to automate business workflows. Marketers, Small and Medium companies make use of the software.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is AllProWebTools and how does it work?
AllProWebTools software is an CRM tools used to retain more customers for business. The software offers tools to find new leads and follow up to close deals. Create, schedule, and send custom emails as per company details. Collaborate with your team to automate workflows. Marketers, Small and Medium companies make use of the software.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is CREST SFA and how does it work?
As a business owner, managing sales operations can be challenging and time-consuming. However, with the use of CREST SFA (Sales Force Automation) mobile app, one can maximize productivity and streamline the outdoor sales process. CREST SFA is an integrated solution that works in tandem with CREST ERP (Enterprise Resource Planning) software. One of the key features of CREST SFA is its ability to integrate with CREST ERP. This means that enquiries and orders taken through the mobile app are automatically booked in the ERP system, eliminating the need for double data entry. The CREST SFA mobile app also empowers the inside sales team with intelligent reports, real-time lead status updates, and enhanced productivity tools. This enables them to make informed decisions and stay on top of their sales targets. Moreover, Sales Managers can access the app to get a complete overview of their team's performance and make better decisions when they have the right information at the right moment. This promotes accountability and ensures that Sales Executives stick to their assigned sales territories.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is SAM and how does it work?
SAM is a fully integrated sales and marketing system based on the cloud. With several key features of the system which include e-mail marketing, social marketing, content marketing, direct marketing, SEO, visibility, marketing information and marketing automation. With SAM, users can manage targeted email campaigns via a single service. The marketing platform offers the user the ability to target potential customers based on their status and automate tracking. Users can create links between customers, build a brand, and track social media marketing activities from the central command centre. SAM Marketing Platform monitors social engagement analysis and allows users to create custom labels and letters specific to each company. SAM presents an analysis of social engagement so that the organization knows how it relates to competition. Users can automate social marketing with planned publications. The platform is best fit for businesses in a variety of industries, including the construction industry, law, and asset management and information software/technology. The software marketing platform automation helps real estate companies use the full power of artificial intelligence and automation to increase sales and marketing efficiencies, shorten sales cycles and increase sales by exposing the public to leadership growth.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Saphyte and how does it work?
Saphyte is a CRM (Customer Relationship Management) integrated with useful sales and marketing tools to give your company a boost in efficiency and productivity. The system is built to manage customer relations data, marketing, and opportunities for the long haul; eventually, this will help businesses achieve growth and success and build long-term customer relationships. Using Saphyte is no rocket science. It requires little to no training at all to navigate and manage the software. From the interface, visuals, set-up, keywords, and terminologies everything is made simple and straightforward, so anyone can use it. Reduce your manual processes by automating your corporate activities. The intelligent workflows will make your tasks automatic from managing your contacts, sending emails, distributing workload, and many more.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Prosoftly and how does it work?
Prosoftly software is a cloud-based platform used to boost sales and customer services. The software offers tools to create new sales opportunities and schedule meetings with your customers. Send customized emails and segment your customers for better communications. Analyze and generate reports to measure your sales performances. It integrates with Gmail, QuickBooks, and more. Small, Medium companies make use of the software.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is IntelliDialer and how does it work?
IntelliDialer software dramatically increases sales results by delivering speed, efficiency and predictability to the sales process. The integrated solutions provide seamless access & transfer of data between both systems and integrated reporting of call logs and contact histories. Offers you on-demand stats for your entire team and tracks dials, call dispositions and meetings that have been set. Enables your sales organizations to make calls directly from Salesforce.com, and automatically captures, tracks and reports all calling activity within Salesforce.com.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is OfficeClip Contact Manager and how does it work?
OfficeClip Contact Manager software is a platform used to organize contacts and notes with an easy-to-use interface. The software offers tools to remind calls for customers at regular intervals. Collaborate with team to automate tasks and events with call list schedules. Measure the contact information through reports via dashboard. Marketers, Small companies make use of the software.
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OfficeClip Contact Manager Pricing
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Snapforce CRM and how does it work?
Snapforce CRM software is a platform used to manage entire business. Track and record all company Emails, Phone calls, Video Chats, Faxes, SMS Messages and more with quality integrations. Manage your orders and payments with Price Quotes, Sales Orders, Invoicing, and Payments. Measure the performance of business with custom reports. It integrates with Constant Contact, MailChimp, and more. Marketers, Small and Medium companies make use of the software.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is iGlobe CRM Office 365 and how does it work?
iGlobe CRM Office 365 software is a platform used to automate business workflows. Understand customers and behavior to develop relationships to view all activities from e-mail communication, meetings, tasks, document management and pipeline management via simple dashboard. The software offers customizable tab driven and outlook interface to navigate without extensive training. It integrates with QuickBooks, Outlook, and more. Marketers, Small and Medium companies make use of the software.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is QuickDesk and how does it work?
QuickDesk is a one-stop sales and marketing solution that empowers businesses to improve and automate their sales processes with its advanced technology and training materials. The solution offers sales and marketing teams the right tools that help them to close more deals effectively. Its automating processes enable users to spend less time on pre-sale and after-sale activities so that they can focus on strengthening customer experiences. In addition, it also facilitates revenue growth without hiring more salespeople to increase sales. QuickDesk helps businesses to train their sales teams with lead generation, content creation, conversation automation, Facebook ads and Google Ads facility, to enhance sales. Users also get a seamless marketing and sales solution that can be integrated into any application (email and WhatsApp) of their choice. Moreover, the solution saves a lot of time for businesses by empowering them with automated leads collections, sales pipeline automation, email engagement automation and personalised conversations.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Delta Sales CRM and how does it work?
Delta Sales CRM is an advanced Customer relationship management software ideally suited to all types of enterprises, ranging from small to medium to big. It streamlines your sales process by allowing you to manage leads and customers in one location that increases the sales team’s productivity by allowing them to land more potential clients. Delta Sales CRM is a full-featured sales life cycle management system. It helps companies remain in contact with customers, streamline processes, and boost revenues and efficiency. With Delta Sales CRM, you can centralize your sales database, involve your dynamic team, prioritize important leads, and ultimately boost sales. Features offered by Delta Sales CRM like calendar reminder system, social media integration, and mobile access ensure that you never miss on a potential lead. Old firms must modernise and employ sophisticated software to increase their sales productivity. This is where advanced software like Delta Sales CRM comes into play. With their wide range of features and global trust by both small and medium-sized businesses, it makes the perfect choice for most individuals. The platform offers a free trial version and various other premium plan options to fit every type of requirement.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is SalesBabu CRM and how does it work?
SalesBabu CRM is a customer relation manager software that helps businesses in engaging with their customers in a more efficient and well-structured manner.Using their software, you can streamline your business sales process by automating your sales force. Some of their features include – Sales force automation which completes sales and marketing tasks in one system, resulting in increased sales force performance and profitability by providing everything you need to sell effectively. Their lead tracking system provides easy access to new enquires and flawless lead tracking. Their sales tracking is one of their most beneficial features as it preserves organised data and allows for quick information retrieval. Everything from lead registration to lead filtering to opportunity conversion, accurate product mapping and categorization, order processing, and even complaint tracking is done all within one centralised database.They have a real time dashboard that provides you insights into your business. It allows you to quickly acquire information on sales predictability. As a result, you'll be able to organise resources and budget for his company.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Toolyt SFA and how does it work?
Toolyt is an intelligent mobile assistant that enables its users to legitimize their field sales and increase productivity. The software is an all in one quick fix for the sales team of the user. The artificial intelligence-enabled actionable insights provided by the software helps the users to focus on generating more potential customers. One can boost one’s productivity by allowing gamification and leaderboard with the help of several customizable KPIs. Users can enhance their adoption through interactive nuggets, which enables them to record feedback and plan activities accordingly. The software enables its users to stay connected and provide assistance to the team in the field in real-time. Users can generate leads through the recommendation provided by the software while also getting 360-degree hashtags and views. Toolyt allows its users to plan their sales campaigns and optimize the route while generating actionable insights in real-time. The software helps users to create intelligent workflows and manage the business better.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is REthink CRM and how does it work?
Rethink CRM is a real estate deal making solution, aiming to help brokers, investors, and landlords close more deals. The solution automates all repetitive procedural tasks, allowing salesforce to focus on revenue generation. Sales representatives can get back to potential prospects using the effective communication tools offered by the software. Managers can identify gaps within deal-making and overcome them in a systematic manner using the analytical tools offered by REthink CRM. Real estate firms can draw an estimate of their future finances based on accurate forecasting. The software allows business houses to create stages of deal progress, and monitor areas where the concentrated focus is needed. Further, managers get a detailed view of their organization’s pipeline as a whole or can opt for individual views. With stacking plans, offered by REthink CRM, salesforce gets to manage their lease expiration dates. The map-based searching tools within the particular solution help them to allocate properties that meet certain criteria within a given space.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Samdock and how does it work?
An easy-to-use CRM platform that can help you save time in your customer interactions by providing structure, transparency, and optimized processes. Customer management is a difficult job, and structure, transparency, and efficient processes in your customer activities can save you a lot of time. Without overburdening the system with capabilities you'll never use, Samdock dramatically simplifies CRM, Sales, and Customer Management. Samdock's limited set of features allows you to concentrate on what you do best: selling. From the first minute, you'll be ready to go. Find out more about the customer's most recent information and status, such as if the lead has been contacted or rejected. With a one-of-a-kind, network-wide overview, you'll have complete visibility. Create filters to visualize essential data when you need it, then save it as a view so it's always at your fingertips. With only a few clicks, you can create a web form in Samdock and embed it on your website. Visitors to your website can then send requests, which will be routed straight to your system. Submit your leads. With our simple webforms and API connections, you can link your website or other incoming sources and have fresh requests flow into Samdock automatically.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is APRO CRM and how does it work?
Apro is a CRM tool for professionals and businesses with various automation features that simplify the workflows of both SMEs and large enterprises. The tool easily integrates with all leading internet services and social networks and is known for its responsive online support. Business functions that the tool combines together include client database management and sales optimization. With specific industry-tailored versions, Apro can meet niche business demands and needs. With a flexible architecture, it can be easily adjusted to the challenges that the user is facing and adapt to varying levels of workflows. Apro can collate the data about all leads from multiple sources including website, online chats, portals, social media, and advertising channels. And with automatic rules of lead distribution, leads can be effectively routed among CRM users for more organised processing and better chances of conversion.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is BigContacts and how does it work?
BigContacts is an advanced CRM platform that provides all of the functionality of big CRM companies without the complexity or cost. It streamlines your sales process by allowing you to handle leads and customers in one place, helping your sales staff to land more potential clients and boost their productivity. BigContacts solution is a user-friendly CRM that allows sales activity to be tracked. It aids businesses in staying in touch with consumers, streamlining operations, and increasing income and efficiency. You can consolidate your sales information, involve your dynamic team, prioritize key leads, and ultimately increase sales using this powerful software. Users can send intelligent and engaging marketing campaigns to contacts via integrated email marketing that helps in driving them through the sales funnel and close more deals. It additionally offers features like calendar reminders, social media integration, and complete mobile access that further guarantees smooth functioning of operations.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is iEnterprise CRM and how does it work?
iEnterprise CRM is a cloud based software used to maximize sales. The software offers tools to monitor accounts, contacts, pipeline, issue tracking, campaigns for better workflows. Collaborate with team to track Sales calls and iew the history of all documents to measure business performance. It integrates with Gmail, Outlook and QuickBooks. It supports Mobile Android amd iOS. Small, Medium companies make use of the software.
Read moreSW Score Breakdown
The Average Cost of a basic CRM Software plan is $25 per month.
52% of CRM Software offer a Free Trial
, while 19% offer a Freemium Model .PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
---|---|---|
Relenta | 78 | 4.9 |
edge CRM | 78 | 4.7 |
AllProWebTools | 78 | 4.7 |
CREST SFA | 78 | 0 |
SAM | 78 | 4.9 |
Saphyte | 78 | 5 |
Prosoftly | 78 | 0 |
IntelliDialer | 78 | 3.5 |
OfficeClip Contact Manager | 78 | 4.7 |
Snapforce CRM | 78 | 4.2 |
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A (Customer Relationship Management) CRM Software helps businesses to manage their relationship with the customers while also providing various tools and features to convert leads into sales. A CRM software is very effective for any business as it brings a number of sales, marketing, and customer-facing functions at one single screen. It also stores details about your customers to help you in handling them better and, thus, ensuring a healthy relationship with your customers.
This buyer's guide is for professionals looking to leverage Customer Relationship Management (CRM) software to improve their business. It caters to a diverse range of users, including:
By understanding the specific needs of each audience segment, this guide will provide tailored information and recommendations to help you choose the most suitable CRM solution for your role and business objectives.
The CRM software market is experiencing robust growth, driven by the increasing focus on customer-centricity, data-driven decision-making, and automation. Here's a snapshot of the current market landscape:
Some of the leading players in the CRM market include:
CRM pricing varies significantly depending on features, user count, and support options. Here's a general breakdown:
Based on the most recent research reports and publications.
CRM stands for Customer Relationship Management. It's a software platform designed to help businesses manage all aspects of their interactions with customers, from initial contact to ongoing engagement. Think of it as a centralized hub for everything customer-related, streamlining data storage, communication, and workflow.
While specific features vary across different CRM platforms, the core functions typically include:
These are just the core functionalities, and many CRM platforms offer additional features like project management, social media integration, and mobile accessibility.
Remember: While specific features and benefits may differ, the goal of CRM software remains the same - to optimize customer relationships, foster stronger engagement, and ultimately drive business growth.
In today's competitive landscape, nurturing customer relationships and optimizing operations are crucial for success. This is where CRM software shines, offering a plethora of benefits that go beyond the usual suspects, like improved customer relationships and increased sales. Let's dive deeper into how CRM software can transform your business:
Remember: CRM software is not just a technical tool; it's a strategic investment that can fundamentally transform how you interact with customers, manage your business, and drive growth.
CRM software isn't just for specific industries or company sizes; its benefits extend to a diverse range of businesses and professionals. Let's explore who can reap the most rewards from implementing a CRM:
Example: A real estate agency uses CRM to track leads, manage property listings, and nurture relationships with potential buyers and sellers. This allows them to close deals faster, personalize communication, and build stronger client relationships.
Example: A fitness center uses CRM to manage member memberships, track attendance, and send targeted promotions based on individual preferences. This fosters personalized experiences, increases member engagement, and boosts retention rates.
Example: A freelance graphic designer uses CRM to manage client projects, track deadlines, and send invoices. This saves time, improves communication, and allows them to focus on delivering high-quality work.
Remember: The best way to determine if CRM software is right for you is to evaluate your specific needs and challenges. Consider factors like your business size, industry, budget, and desired functionalities. With its diverse range of benefits and applications, CRM software can empower businesses and professionals of all kinds to achieve greater success.
Implementing CRM software can be a game-changer for your business, but it's crucial to understand both the benefits and potential drawbacks before making a decision. Let's take a balanced look at the pros and cons:
Setting Realistic Expectations:
By understanding both the advantages and potential challenges, you can make an informed decision about whether CRM software is right for your business and set realistic expectations for its impact. Remember, it's about using CRM as a tool to empower your people and processes, ultimately leading to a more customer-centric and successful organization.
Navigating the world of CRM software can be overwhelming, especially with the vast array of features available. However, some essential functionalities stand out as crucial for managing customer relationships effectively. Let's explore the top features of CRM software:
Let's dive deeper into the exciting world of new-age features in CRM software beyond the essential functionalities we discussed earlier. These features are rapidly transforming the way businesses interact with customers, offering powerful capabilities for enhanced engagement, improved efficiency, and data-driven decisions:
Remember: Implementing these new-age features requires careful consideration and strategic planning. Ensure they align with your business goals, customer needs, and data capabilities to maximize their impact and avoid overwhelming your team.
The CRM landscape is evolving rapidly, and these new features are the engine driving customer-centric business success. By keeping them on your radar and understanding their potential, you can future-proof your business and stay ahead of the curve in the exciting world of customer relationships.
Bonus Features:
Note: When choosing CRM software, prioritize features that align with your specific needs and business goals. Don't get overwhelmed by an abundance of functionalities; focus on the core features that will empower your team to build stronger customer relationships, enhance sales performance, and drive overall business success.
Implementing CRM software isn't just about checking a box; it's a strategic investment that can yield real, measurable results for your business. Let's dive deeper into the tangible benefits you can expect, backed by examples and quantifiable data:
Remember: These are just a few examples, and the specific benefits you experience will depend on your industry, company size, and chosen CRM software. However, the potential for quantifiable improvements in customer relationships, sales, productivity, and decision-making is undeniable.
Invest in the right CRM solution, implement it strategically, and watch your business reap the rewards of a deeper understanding of your customers, optimized processes, and data-driven success.
CRM software isn't a one-size-fits-all solution, but its adaptability makes it a valuable tool across diverse industries and functional areas. Let's explore how different organizations leverage CRM to achieve their unique goals with recent examples and studies:
These are just a few examples, and the possibilities are vast. The key is to identify your specific needs, choose a CRM solution that aligns with your goals, and implement it with user adoption in mind.
Additional Tips for Successful User Adoption:
By following these steps and showcasing real-world, recent examples, you can inspire your team to embrace the power of CRM and unlock its full potential for success.
The allure of CRM software is undeniable, promising streamlined workflows, happier customers, and a skyrocketing bottom line. But before you jump on the bandwagon, take a moment to assess your business needs and determine if CRM is the missing piece or simply another piece of software clutter. It's crucial to understand whether it's the right fit for your business. This guide will help you navigate the decision-making process by identifying key pain points and problem statements that indicate CRM could be your missing puzzle piece.
If you answered YES to any of these questions, CRM software could be a game-changer for your business. By streamlining customer management, optimizing sales processes, improving team collaboration, and unlocking valuable customer insights, CRM can empower your business to:
Remember: CRM is an investment, but the potential return on that investment can be significant. Before taking the plunge, carefully consider your specific needs, budget, and resources to choose the right CRM solution for your business.
This guide is just the first step. If you're wondering which CRM features would address your specific pain points, which platforms might be a good fit, or how to implement CRM successfully, We’re here to help! Feel free to ask me any questions you may have, and our experts will guide you through the journey of finding the perfect CRM solution to unlock your business's full potential.
Navigating the vast world of CRM software can be overwhelming. Let's break down the selection process into manageable steps to find the perfect solution for your business:
Remember: In order to adopt this framework, some customization should be done to specific needs and priorities. Continuous evaluation should be carried out to assess its performance regularly and make adjustments as required. Seek guidance from our experts for tailored advice.
Bonus Tip: We created SW Score at SaaSworthy to help users find the most suitable SaaS products. In a market with hundreds of thousands of options, this score captures the essence of a product to simplify the selection process. The goal of the SW Score is to provide an accurate representation of a SaaS product's capabilities, allowing users to easily find the most useful and relevant product for their specific requirements.
So, you've chosen the perfect CRM for your needs! Now comes the crucial part: making it work for your business. Here's a practical guide to navigating the implementation and setup process:
Bonus Tips:
By following these steps and adapting them to your specific needs, you can set up your CRM for success and unlock its full potential for improved customer relationships, streamlined processes, and business growth. Remember, it's a continuous journey, so embrace the learning curve and keep optimizing your CRM to drive lasting value for your business. Speak to our experts for tailored advice.
CRM software can be a game-changer for your business, but navigating the pricing landscape can feel like a maze. Let's break down the different models and factors influencing cost to help you find the perfect fit for your needs and budget:
Pro Tips:
Examples:
Remember: The "perfect price" is subjective and depends on your specific needs. By understanding the pricing models, influencing factors, and your own priorities, you can make an informed decision and find the CRM solution that delivers the best value for your business.
Still unsure or If you have any specific questions about pricing or need help comparing different vendors? Don't hesitate to ask! Our experts are here to guide you through the process and ensure you make the best decision for your business.
Choosing the right CRM software is a crucial decision that can significantly impact your business. To ensure an informed final decision, here are the key takeaways to keep in mind:
Remember:
By carefully considering these key takeaways, you can make an informed final decision about the right CRM software for your business. The goal is to choose a solution that empowers your team, streamlines processes and ultimately drives success.
The realm of Customer Relationship Management (CRM) is undergoing a groundbreaking transformation driven by the formidable power of Artificial Intelligence (AI). This evolution is not just a technological advancement; it's a fundamental shift in the dynamics of customer engagement and business operations. AI-enhanced CRM systems are becoming a critical tool for businesses seeking a competitive edge in today's market. Let's explore the comprehensive scope of this AI-driven revolution in CRM:
The integration of AI in CRM systems presents an array of benefits:
To fully embrace and benefit from AI in CRM, businesses should:
In conclusion, the fusion of AI with CRM is not merely a technological upgrade but a strategic revolution, redefining how businesses interact with customers and manage relationships. By leveraging AI's immense capabilities, companies are poised to unlock new levels of customer engagement, operational efficiency, and strategic foresight, steering towards a future of sustained success and innovation.
Typical Features
Allows to synchronize with other systems for up-to-date information across platforms
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
Streamlined management of the sales cycle from lead to close
Helps to assign, manage sales territories and conveniently track their progress
Provides insightful reports and important business metrics to track and measure the outcomes and progress.
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
Interactive tools meant to make the application highly collaborative and encourage teamwork
A systemized and organized way of managing all your leads and their conversation.
Create effective sales proposals by generating multiple quotes per opportunity
Enables management of multiple lists and communications with them
Ensures after-sales interactions with your customers and solve queries related to your products and services
Develop customer relationships, automate marketing programs and measure your marketing ROI
Track and manage your referred customers.
Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
Lets you manage your prospective leads by scoring them on the basis of their response.
Lets your sales representatives, as well as customers, view details and prices of each product.
Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
Ability to store and manage various information and documents in electronic format.
Unique Features
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
Unified management of customer interactions across multiple channels, including web, mobile, and social media.
Advanced analytics for predicting customer behavior and sales opportunities
Leveraging Internet of Things devices for enhanced data collection and analysis
Helps to customize the system for use in industry-specific use cases
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