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About Clevertim CRM

Clevertim is a contact management and CRM (customer relationship management) solution for small sales, marketing, or support teams. Integrate Clevertim with other systems, internal or publicly available. Store all your contacts and accounts in one place everyone in your team can access at any time. View all your sales opportunities in one place, available to your entire team. Add tasks & follow up reminders for each sales opportunity to help you nurture the opportunity towards closure. Cases are virtual folders to allow you to store related information in one place.

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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
    68%
  • Reviews
    68%
  • Momentum
    60%
  • Popularity
    69%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android)

Organization Types Supported

  • Medium Business
  • Small Business

API Support

  • Available

Modes of Support

  • Business Hours

Clevertim CRM 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
    68%

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.

Advanced Automation

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

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

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

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

Contact Management

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

Real-time Data Sync

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

Dedicated Phone Line Integration

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

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.

Order Management

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

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.

List Management

Enables management of multiple lists and communications with them

Marketing Automation

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

Referral Tracking

Track and manage your referred customers.

Project Management

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

Lead Scoring

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

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.

Document Management

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

Clevertim CRM Pricing

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 10/07/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Clevertim CRM Pricing.

Clevertim CRM Alternatives

View All Clevertim CRM Alternatives

Clevertim CRM Reviews

User Rating

4.5/5 (Based on 14 Ratings)

Ratings Distribution

  • Excellent

    42.9%
  • Very Good

    50%
  • Average

    0%
  • Poor

    0%
  • Terrible

    7.1%

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Clevertim CRM User Reviews

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Clevertim CRM FAQs

What is Clevertim CRM used for?

Clevertim CRM is CRM Software. Clevertim CRM offers the following functionalities:

  • Quotes (Proposals)
  • Customer Support
  • Contact Management

Learn more about Clevertim CRM features.

What are the top alternatives for Clevertim CRM?

Does Clevertim CRM provide API?

Yes, Clevertim CRM provides API.

Clevertim CRM Contact

Vendor Details

London, England Founded : 2012

Contact Details

Not available

https://clevertim.com/

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Clevertim CRM Integrations

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