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Average Ratings 11 Ratings
Description
Alboom CRM simplifies the process of crafting and dispatching online proposals to your clients, seamlessly integrating with both email and WhatsApp. It allows you to track the status of your proposals in real-time, enabling quicker sales closures. Featuring an intuitive visual interface, Alboom CRM also includes a sales funnel equipped with an auto-reply system that works around the clock to enhance efficiency. You can easily advance opportunities in the sales cycle with a simple drag and drop feature. By centralizing all your contacts within Alboom CRM, you can elevate your customer experience significantly. Instant access to customer and opportunity data empowers you to be more productive and present a more professional image. Your customer relationships will reach new heights with the capabilities of Alboom CRM, allowing you to create and send tailored proposals while receiving notifications when customers view them. Additionally, leverage the auto-reply feature to maximize your productivity and professionalism in managing client communications. This comprehensive tool not only streamlines your workflow but also fosters stronger connections with your clientele.
Description
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
API Access
Has API
API Access
Has API
Integrations
Chargebee
Close
Gmail
Google Cloud Platform
Google Docs
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Pipedrive
Salesforce
Integrations
Chargebee
Close
Gmail
Google Cloud Platform
Google Docs
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Pipedrive
Salesforce
Pricing Details
$9 per user per month
Free Trial
Free Version
Pricing Details
$29 / 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
Alboom
Founded
2015
Country
Brazil
Website
www.alboompro.com/en/products/alboom-crm/
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
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
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management