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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$1,700 per user per year
Free Trial Yes 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

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 Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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