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ease
features
design
support

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Description

CLMT serves as an effective client management tool designed for monitoring customer contact information, opportunities, and follow-up activities. It is constructed with SharePoint as the backend and PowerApps for the frontend interface. The Contacts feature acts as the primary repository for all individuals associated with various companies, allowing for multiple contacts to be linked to a single entity. Users have the capability to search through the Contacts list using various criteria such as name, city, state, and country. Additionally, users can create new contacts, modify existing ones, or remove them as needed. The Companies section functions as the central database for all businesses, enabling users to search through the list using similar parameters as the Contacts feature. Users can also add new companies, update their details, or delete them from the system. Furthermore, CLMT allows users to categorize leads by separating qualified from unqualified prospects, and it helps prioritize leads based on their likelihood of conversion, ensuring a more efficient sales process. This comprehensive management system significantly enhances the overall customer relationship management experience.

Description

Develop relationship maps to gain a strategic advantage in the political landscape surrounding your transactions. Identify both supporters and resistance to determine where to allocate your efforts effectively. Document insights and outline the influence dynamics among key stakeholders. Consolidate and synchronize your contacts across both professional and personal devices to establish a comprehensive address book. Arrange this address book by organization and enable searching by job title. Identify and eliminate duplicate entries. Record significant information and observations in real time. Visualize your contacts within the organizational context they belong to, complete with hierarchical reporting lines. Emphasize various departments and business units. Seamlessly share your organizational charts with colleagues in just moments. Identify discrepancies within your address book data. Refresh job titles and company names to enhance your Contact Identification Score. Ensure your updated address book is synchronized across all your devices. Label key contacts strategically, including decision-makers, budget authorities, executive sponsors, and advocates, to optimize your networking approach. By taking these steps, you can significantly increase the effectiveness of your business relationships and improve your overall success in negotiations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

AIBASOFT

Founded

2017

Country

India

Website

www.aibasoft.com

Vendor Details

Company Name

ContactBase

Founded

2018

Country

United Kingdom

Website

www.contactbase.net

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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