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Description
AlignMix serves as a user-friendly solution for mapping sales territories, featuring a contemporary and intuitive interface that utilizes cutting-edge technology to enhance the user experience. With its distinct ToughAlign technology, modifying sales territory boundaries becomes a breeze; you can simply select the territory you wish to expand and adjust the boundary with a flick of your mouse, reminiscent of finger painting. Instant feedback on your modifications is available through territory labels, allowing for quick assessments of the changes made. The platform offers three hierarchical levels: territories, districts, and regions, all of which can be customized to align with your company's specific structure. Additionally, you can employ AlignMix's robust re-alignment and visualization tools to alter the alignment at each level while immediately observing the effects of your adjustments. Data import from any Excel spreadsheet is straightforward and efficient, ensuring a seamless transition into the mapping process. Once you've finalized your sales territories, you can easily export the results to Excel and save your maps as image files for further use or presentations. This streamlined approach not only simplifies the mapping experience but also enhances collaboration and clarity within your sales teams.
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
No details available.
Integrations
No details available.
Pricing Details
$1,700 per user per year
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
AlignMix
Founded
2005
Country
United States
Website
www.alignmix.com
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Product Features
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