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Average Ratings 0 Ratings

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ease
features
design
support

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Description

You can create unlimited sales pipeline dashboards tailored to your needs, enabling you to monitor your sales processes, business activities, and recruitment funnels at any time. Each lead that is generated is prominently displayed as an opportunity on your dashboard. After integrating your leads into the CRM-Hub dashboard, you have the flexibility to create multiple stages, allowing you to transition leads through the sales cycle while clearly identifying their current status. When a lead or prospect is entered into CRM-Hub, all relevant contact information is organized instantly for efficient management of your relationship—from initial suspect to fully converted customer. Moreover, your prospects and clients have the convenience of scheduling meetings and calls directly through your calendar dashboard, functioning similarly to any external calendar service. However, with CRM-Hub, everything is consolidated into one accessible location, making communication effortless for both you and your clients. Ultimately, this streamlined approach fosters stronger connections and enhances overall productivity in your sales efforts.

Description

Efficiently manage your leads by keeping track of phone conversations, meetings, notes, and tasks to swiftly evaluate their potential. For every opportunity, it's crucial to understand its current phase, the individuals involved, the progress made, and the probability of closing successfully. Accurately forecast what your sales figures will represent in the coming week, month, and quarter. Tailor your Sales Pipeline to suit your needs by adjusting the number of stages in the sales cycle and determining the likelihood of closure for each stage. Instantly access comprehensive reports detailing the collective activity levels of each sales representative, including their meetings, notes, phone calls, and any specialized forms utilized. Set up notifications for deals that haven't been updated within a specified timeframe to ensure nothing falls through the cracks. Inspire your sales team by displaying their real-time commissions on each deal, fostering a competitive yet collaborative environment. The robust dashboard offers a quick glance at upcoming activities and essential performance indicators for your team, ensuring you stay informed about their progress and effectiveness. This comprehensive approach not only optimizes sales processes but also empowers your team to achieve their targets efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Desktop.com
Dialpad Connect
Dialpad Support
Facebook
Kynection KIM

Integrations

Desktop.com
Dialpad Connect
Dialpad Support
Facebook
Kynection KIM

Pricing Details

$99 per month
Free Trial
Free Version

Pricing Details

$12.00/month/user
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

CRM-Hub

Country

Australia

Website

crm-hub.tech/

Vendor Details

Company Name

Upvise

Founded

2008

Country

Singapore

Website

www.upvise.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

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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