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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.

Description

CrucialCRM is a versatile cloud-based platform designed for customer relationship management, catering specifically to small and mid-sized enterprises, sales teams, agencies, and service providers. This comprehensive solution integrates contact and deal management with Kanban boards for multiple pipelines, shared inboxes, email marketing campaigns, social media publishing, appointment scheduling, workflow automation, and detailed reporting. Within a single workspace, teams can effectively monitor customer interactions and follow-ups on timelines, synchronize conversations, plan social media posts, generate booking pages, and oversee various marketing campaigns. Additionally, AVA, the platform's AI assistant, facilitates lead research and qualification, assists in drafting outreach messages, and streamlines CRM updates. CrucialCRM also allows seamless integration with calendar applications and social media platforms while offering customizable workflows to enhance routine sales and marketing processes. With its array of features, CrucialCRM empowers teams to improve collaboration and efficiency in managing customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Stripe Yes 
Anthropic No 
Apollo No 
Facebook No 
Google Drive No 
HubSpot CRM Yes 
Hunter No 
Mailchimp Yes 
Microsoft 365 Yes 
OpenAI No 
PayPal Yes 
QuickBooks Online Yes 
Salesforce Yes 
Wufoo Yes 
Xero Yes 
YouTube No 
Zendesk Yes 

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Stripe Yes 
Anthropic Yes 
Apollo Yes 
Facebook Yes 
Google Drive Yes 
HubSpot CRM No 
Hunter Yes 
Mailchimp No 
Microsoft 365 No 
OpenAI Yes 
PayPal No 
QuickBooks Online No 
Salesforce No 
Wufoo No 
Xero No 
YouTube Yes 
Zendesk No 

Pricing Details

$10 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

AppsForOps

Founded

2015

Country

Australia

Website

www.AppsForOps.com

Vendor Details

Company Name

Phenomena Technologies Inc

Founded

1999

Country

Canada

Website

phenomenatech.com

Product Features

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding No 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis No 

Timeline

Bulk Editing No 
Collaboration Tools No 
Connections / Dependencies No 
Customize Look and Layout No 
Drag and Drop No 
For Business Processes No 
For Creative Writing No 
For Education No 
For Historical Data No 
For Legal Practitioners No 
For Project Management No 
For Sales No 
Layers No 
Milestones No 
Percent Complete Tracking No 
Privacy Controls No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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