BuddyCRM

About BuddyCRM

BuddyCRM is a sales management tool built for a sales team of 5 or more reps. It’s an online CRM solution to easily manage existing clients, leads, and prospects’ data. The tool enables sales managers to store all modes of interaction between the company and clients in one place including calls, emails, activities, and attachments. Users can build sales presentations and send out itemized quotes with product pictures and specifications. They can track the performance of their sales team and ROI on their marketing budget while on the go. Also, you can quickly filter contacts to send targeted emails through Pure360, Mailchimp, Redeye, and Flowbird integrations. The strength of this software is that it can be accessed from any browser and it has a strong customer support team. Additionally, there is a mobile app for iOS devices. BuddyCRM even comes with a dedicated CRM manager who oversees all aspects of software management while users manage sales.

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Pricing

Free Trial Not Available
BuddyCRM Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%
Reviews

68%
Momentum

61%
Popularity

70%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

BuddyCRM Features

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Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%

Unique Features

AI Assistant

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.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Document Management

Ability to store and manage various information and documents in electronic format.

BuddyCRM Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Buddy Sales Custom

Features

Access to records
Shared Calendars
Full pipeline management
Sales dashboard
iOS Application for use on the road
Lead Management
Sales Analysis
Target Management
KPI Tracking
Cases
Product Catalogue
Quoting Tools
Centralised file repository with permission based access
5GB bandwidth per user per month
Hosted in the cloud
Integration with Mailchimp and Pure360 for seamless Email Marketing
Integration with existing accounts and / or order processing systems
Phone and email support
API access to add custom links to other business applications

Buddy Exec Custom

Features

Includes features of Buddy Sales plan, plus
Management Dashboard
Team views
KPI and Target Management
Opportunity Tracking
Management Dashboard
Marketing campaign creation
Full Admin access and permissions management
Ability to create custom fields
User management
Reporting tools
Data Exporting
Enhanced storage per user
10GB bandwidth per user per month
Advanced phone and email support
Unlimited support with Data upload and management
Dedicated CRM Account Manager
Full support with report building and custom aspects of your BuddyCRM

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 30/06/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about BuddyCRM Pricing.