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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A CRM serves as a central hub for all your customer information, tailored to fit your operational needs, making data capture straightforward. It enables you to reach out to clients with pertinent details at the most opportune moments consistently. By offering a comprehensive view of customer data, you can provide outstanding support to your clients. You can establish your objectives, set precise targets, and monitor your advancement within one user-friendly CRM platform. While our primary system meets most business needs, we customize the CRM to align with your specific requirements, including the development of bespoke modules essential for your operations. Our CRM seamlessly manages the entire sales process, from leads and opportunities to quotes, orders, and invoices. You can also run campaigns and communicate with customers via email and text, ensuring your team has complete access to all customer information for better-informed marketing decisions. Additionally, you can oversee your products and services, initiate purchase orders, and notify inventory managers when stock levels are low. Furthermore, our CRM offers an effective way to monitor services and facilitate after-sales support, ensuring customer satisfaction long after the sale is complete. Ultimately, this comprehensive approach allows you to cultivate stronger relationships with your clients while optimizing your business processes.

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

Screenshots View All

Screenshots View All

Integrations

Google Workspace

Integrations

Google Workspace

Pricing Details

$35 per user per month
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

Open by Nature

Country

United Kingdom

Website

www.blackicecrm.com

Vendor Details

Company Name

Cratio

Founded

2009

Country

India

Website

www.cratiocrm.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

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

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