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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CRM.WebiShopi is an online customer relationship management tool designed for business-to-business sales teams. This platform streamlines inquiries, customer information, contacts, and sales opportunities within a collaborative environment, featuring customizable pipelines that can be viewed as either a board or a table. Teams have the capability to designate lead owners, establish follow-up tasks, monitor deadlines according to the complexity of leads, and document interactions such as calls, visits, and notes. Additionally, the application includes functionalities for team task requests, customizable fields and roles, email alerts, dashboards for monitoring pipeline progress and team performance metrics, as well as the ability to import and export customer data in CSV format, along with automation features triggered by changes in the pipeline. It caters to teams operating in various industries, including trading, construction, real estate, healthcare, logistics, retail, and IT services. Organizations can take advantage of the service at no cost for the first year when setting up new workspaces, with various paid subscription options available per user that offer flexibility in billing on a monthly or annual basis. Furthermore, the platform's user-friendly interface facilitates seamless collaboration among team members, enhancing overall efficiency in managing customer relationships.

Description

CRMSix is a versatile cloud-based customer relationship management system that integrates sales and customer support processes within a single platform. It equips support teams with tools to oversee cases, engage in live chat, manage customer interactions, and curate knowledge-base materials, while enabling sales teams to monitor contacts, leads, pipeline progress, quotes, invoices, and sales forecasts. By unifying customer records, it merges service histories with sales activities, and offers customizable workflows to streamline routine tasks and follow-ups. The platform is enhanced with AI-powered assistants, analytical reporting features, role-specific access controls, and comprehensive audit logs. Designed for organizations with customer-facing teams, it facilitates a collaborative environment for addressing inquiries, pursuing sales opportunities, and nurturing customer relationships. Additionally, administrators can leverage the documented API and Model Context Protocol (MCP) support to seamlessly integrate workflows with external tools, enhancing the platform's adaptability and functionality for various business needs. This ensures that teams can efficiently work together to deliver an improved customer experience.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

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Screenshots View All

Integrations

Claude No 
Gmail Yes 
Google Calendar No 
Google Tasks No 
Google Workspace Yes 
Microsoft Entra ID No 
Model Context Protocol (MCP) No 
Okta No 
Razorpay No 
Stripe No 

Integrations

Claude Yes 
Gmail No 
Google Calendar Yes 
Google Tasks Yes 
Google Workspace No 
Microsoft Entra ID Yes 
Model Context Protocol (MCP) Yes 
Okta Yes 
Razorpay Yes 
Stripe Yes 

Pricing Details

$5/user/month
New workspaces are free for the first year for up to 10 users. After that, the annual-billing rate is $60 per user per year ($5 per user per month equivalent); monthly billing is $6 per user per month.
Free Trial Yes 
Free Version Yes 

Pricing Details

$12/user/month
Starter costs $12 per user per month, billed annually. Growth costs $20 per user per month, billed annually. A 14-day free trial is available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

TechBee IT & Designs LLC

Founded

2017

Country

United Arab Emirates

Website

crm.webishopi.com

Vendor Details

Company Name

CRMSix

Founded

2018

Country

India

Website

crmsix.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

No Alternatives

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