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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your everyday business operations so you can concentrate on sales rather than data upkeep. Accelerate your business growth through smart collaboration tools and timely reminders. The Basic Online CRM effectively manages everything from initial marketing efforts to prospect engagement and customer relationships. Ensure you never overlook a call-back again with a tailored reminders feed accessible directly from your portal dashboard or CRM homepage. Instantly access contacts within the same organization and pinpoint individuals with purchasing authority, allowing you to focus on the most relevant targets. Our cloud-based CRM software is compatible with any device, ensuring you have constant access whether you're at the office, enjoying a coffee break, or relaxing at home. Moreover, Basic Online CRM offers the flexibility to incorporate additional features to enhance your online contact management experience. There’s no need to install a separate mobile or tablet application, as our online CRM seamlessly adjusts to fit your device, making it incredibly user-friendly. With this solution, you can transform how you manage your business interactions and improve your overall efficiency.

Description

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration. This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cisco Webex
Facebook
Gmail
Google Analytics
Google Calendar
Google Hangouts
Microsoft 365
Microsoft Outlook
Postmark
Salesforce
Twilio
Zoom

Integrations

Cisco Webex
Facebook
Gmail
Google Analytics
Google Calendar
Google Hangouts
Microsoft 365
Microsoft Outlook
Postmark
Salesforce
Twilio
Zoom

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Basic Business Systems

Founded

1979

Country

United Kingdom

Website

www.basiconline.net/saas-cloud-crm-x.html

Vendor Details

Company Name

Coconut Software Corporation

Founded

2007

Country

Canada

Website

www.coconutsoftware.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

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Visitor Management

Alerts/Notifications
Badge Management
Document Management
ID Scan
Pre-Registration
Registration Management
Self Check-in
Visitor Tracking
Watch List

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