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Description
Customers can shop either online or at a physical location, engage through live chat or phone calls, while field service technicians carry out on-site tasks and fill out a survey. Students attend classes, and both customers and employees provide feedback via surveys, whether digitally, on paper, or through mobile devices. After submission, the responses are immediately reflected in the ActionTracker™, which adjusts based on the input received, assigns a responsible manager, and alerts key stakeholders via email. The ActionTracker™ efficiently monitors all interactions with employees or customers, logs resolution activities including emails and attachments, adds notes to each action item, and arranges meetings through integration with Microsoft Outlook. You can establish status codes to oversee the progression of action items, ensuring that open tasks are regularly updated until they are marked as complete; however, once they are finalized, they can no longer be altered. Every activity is recorded with a date and time stamp by the user, providing a thorough audit trail, which enhances accountability and transparency in the process. This systematic approach ensures that every step is documented and easily traceable, ultimately improving operational efficiency.
Description
The Lead Management System is an all-encompassing module designed to effectively oversee the entire lead management workflow. This module includes key functionalities ranging from lead capture to assignment and final closure. You can send your leads directly to the CRM Inbox, where the software automatically generates leads, assigns them to the appropriate users, and notifies customers via Email or SMS. It seamlessly captures website contact form submissions as emails and forwards leads to the CRM Inbox for automatic lead creation. Forwarding portal leads to the CRM ensures that lead information is accurately mapped to the lead screen within the system. Furthermore, leads can be automatically distributed to the sales team based on their source, with assigned users receiving notifications via Email or SMS. Users can also track the history of leads, complete with status updates and a timeline that highlights aging issues. The CRM is designed to support sales territories based on location and products, and user access can be restricted according to territory rules. Additionally, users can attach relevant documents related to leads or customers, while all essential marketing materials can be stored in a centralized location for easy access. This streamlined approach not only enhances efficiency but also fosters better communication and organization within the sales process.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Pricing Details
$195 per month
Free Trial
Free Version
Pricing Details
$5 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SurveySquare.com
Founded
2004
Country
United States
Website
www.surveysquare.com
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Product Features
Complaint Management
Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Issue Tracking
Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
