About Coalesce360

Deep Dive with Clara AI

Coalesce360 helps organizations replace disconnected CRM, PSA, help desk, reporting, and change tracking tools with one unified business operations platform. Built for B2B teams that need visibility across sales, delivery, customer work, support tickets, analytics, and production change governance, Coalesce360 gives leadership a single operating view from opportunity through delivery and support.

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Pricing

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Starts at $0.00.
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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

81%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Not available

Modes of Support

Business Hours

Coalesce360 Features

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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

81%

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 outcomes based on performance and historical data.

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

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.

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.

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

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.

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.

Document Management

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

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

Sales Force Automation

Streamlined management of the sales cycle from lead to close

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

List Management

Enables management of multiple lists and communications with them

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.

Product Catalog

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

Help Desk Features

Incident Management

Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in future

Ticket Management

Facilitates in recording and organizing customer complaints into tickets and systematically track their progress until they are resolved

Known Issue Management

Helps to tackle and to manage familiar issues or routine challenges

Contract (SLA Management)

Helps to manage, automating and organizing important aspects concerning a service-level agreement

Alerts (Escalation)

Helps to route critical tickets to the boss or in-house experts and alerting against them when such come

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

Multi-brand Help desk

Allows to manage multiple support portals on a single platform by offering product differentiation and branding 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.

IT Asset Management

Helps to automate the full IT lifecycle of software and hardware assets on a single platform

Social Media Integration

Enables integrating the software with social media for better reach and coverage

Multi-Channel Communication

Helps in receiving queries and offering help through multiple channels

Macros (Templated Responses)

It helps to store, create, and send pre-written responses to maintain the flow of the conversation.

Document Storage

Helps in storing the documents electronically and in a systematic way

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Surveys and Feedback

Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback

Knowledge Base

Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.

Community Forums

Provides an online discussion site that includes a panel of experts who give expert advice and satisfy queries of any kind relevant to the company

Automated Routing

It helps in automatically directing queries and data to the appropriate agent.

Multi-language Support

Available in multiple languages to support global customers

Live Chat

Allows you to instantly communicate with your customers and/or exchange chat messages online

Customer Data Platform (CDP) Features

360-degree Customer view

Aggregates entire customer data attributes from various touchpoints into a single dashboard.

Email Marketing

Helps to do email marketing and customizes emails to make a good impression to audiences

Multi-step Marketing

Create a campaign flow or storyboard by adding numerous campaign elements.

Audience Builder

Allows to segment the customers/subscribers using attributes and personas.

Behavior Tracking

A tracking tool that facilitates fostering positive customer reaction

Identity Graph

Create a correlation between individuals with identical match groups.

Data Enrichment

A value-addition process of improving lead quality with new attributes.

Data Orchestration

Automated process to integrate and sync data across multiple marketing channels

Data Source

Import customer data from several sales and marketing channels

Hyper Targeting

Delivering Ad content to extremely relevant interest group segments.

GDPR Compliance

Makes the website compliant to General Data Protection Regulation 2016/679 that offers privacy to all users in the European Union

Data Cleansing

Helps in verifying/correcting/modifying inaccurate or coarse data from database

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Sales Enablement Features

Meeting Management

Helps to plan effective meetings and manage the components of the entire meeting process

Territory Management

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

Lead Management

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

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Contact Management

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

Document Management

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

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Sales Content Analytics

It provides real-time insights to measure the performance of sales content and optimize for higher sales conversion.

Quota Management

To assign, manage sales quotas, and track progress against quotas and optimize them on demand.

Performance Management

Helps to train, motivate, build accountability to the workforce and measure their outcomes on a timely basis

Goal Management

Helps in setting targets of a team or an individual and track progress to reach the objectives

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Presentation Tools

Helps to create presentations in a short span of time.

Service Desk Features

Request Management

Helps handle user requests for information, access, or standard services (such as password resets or software installations). It streamlines fulfillment through automated workflows and self-service options.

Problem Management

Identifies and addresses the root causes of recurring incidents. Focuses on preventing future issues by analyzing trends, documenting known errors, and implementing long-term solutions.

Prioritization

Arrange the list of activities, incidents, and tasks based on their relative importance

Change Management

Make coordinated changes during the product's lifecycle and accomplish alterations even after finalization of designs.

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Reporting (Analytics)

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

Incident Management

Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in future

Ticket Management

Facilitates in recording and organizing customer complaints into tickets and systematically track their progress until they are resolved

Contract (SLA Management)

Helps to manage, automating and organizing important aspects concerning a service-level agreement

Alerts (Escalation)

Helps to route critical tickets to the boss or in-house experts and alerting against them when such come

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

Remote Access

Permits users to access applications and files, whether traveling or working remotely away from the office or home network.

Walk-up Experience

Allows users to receive in-person IT support without prior appointments, similar to a tech bar or help kiosk. Includes digital queue management, real-time status updates, and personalized service.

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.

CMDB

Configuration Management Database (CMDB) is a database with an in-depth view of configuration items (CI), attributes, incidents and performance throughout its lifecycle.

Multi-Channel Communication

Helps in receiving queries and offering help through multiple channels

Macros (Templated Responses)

It helps to store, create, and send pre-written responses to maintain the flow of the conversation.

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Surveys and Feedback

Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback

Knowledge Base

Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.

Automated Routing

It helps in automatically directing queries and data to the appropriate agent.

Multi-language Support

Available in multiple languages to support global customers

Asset Management

Manages the entire lifecycle of the assets and equipment

Coalesce360 Pricing

Free Trial

Not available

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Pricing Options

Premium Plans ( Subscription / Quotation Based )

Sales $17.50 $17.50 per user / month

Tiered pricing with monthly minimums. Provides access to all features available in the sales module. Discounts when multiple modules are purchased.

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Delivery $17.50 $17.50 per user / month

Tiered pricing with monthly minimums. Provides access to all features available in the delivery module. Discounts when multiple modules are purchased.

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Help Ticket $17.50 $17.50 per user / month

Tiered pricing with monthly minimums. Provides access to all features available in the help ticket module. Discounts when multiple modules are purchased.

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Mainframe z/OS Release management Others

Provides access to all features available in the z/OS release management module. Pricing established based on mutual negotiation.

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