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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
You can save contacts using various identifiers such as names or account numbers, and arrange them effortlessly through a drag-and-drop feature. Additionally, there's a straightforward process for uploading contact lists from .csv files without requiring any specific spreadsheet format, allowing users to select the columns they wish to include. Users can share their contact lists across different accounts and have the option to limit access to administrative features. Customization is key, as you can define allowable group sizes and utilize a translation tool. The system also supports offline message forwarding directly to email and can obscure personal information for privacy. A multi-chat window feature enhances usability, and lengthy messages sent to SMS devices are divided into manageable parts without any truncation. You can send and receive texts from any device capable of SMS, while a user-friendly messaging interface simplifies the addition and removal of temporary recipients, which is particularly advantageous for managing waiting lists. The setup process is quick and consists of creating, viewing, and editing contracts on a single page, along with additional fields for contact information. You can store customized canned messages, and there's a searchable and exportable log for messages. At the end of the day, you have the ability to delete all contacts, and a QR code is available for easy sign-up, making the entire experience seamless and efficient. This comprehensive system ensures that you can manage your contacts and communications with ease and flexibility.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 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
AIBASOFT
Founded
2017
Country
India
Website
www.aibasoft.com
Vendor Details
Company Name
Contact Wireless
Country
United States
Website
secure.txtpage.com
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
SMS Marketing
2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win