Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Chakra Sales CRM is a sales-oriented software tailored for small businesses to organize and streamline their sales process. Easy to set up and use, user-friendly interface to operate, workflow automation to increase efficiency and speed, and no-code configurations to customize in a self-service manner, Chakra offers ease of use, flexibility, and effective workflow automation to boost speed and productivity.
Teams can instantly start by plugging in the lead generation sources, connecting their email and calling apps, creating a custom sales pipeline, and setting up reminders and automated tasks. Advanced setups like API or webhook integrations, WhatsApp Connect, calendar sync, Lead nurturing workflows, and automated assignment of leads can be easily configured by teams. With customization in layout, user access, custom reports, and notifications, Chakra gives great flexibility to teams to build a solution to suit their needs.
Trusted by over 8000+ users and over 150 organizations across industries, Chakra Sales CRM helps boost revenue by managing sales, marketing, and support operations.
Description
A comprehensive solution is designed to effectively address the unique variations present in the relationships, distribution channels, stakeholders, and intermediaries across different business sectors. This central platform allows for rapid access to all relevant information regarding clients, prospects, and third parties, while also simplifying the setup and management of portfolios through a bi-directional connection to numerous portfolio accounting systems, along with adaptable imports from sponsor platforms. Additionally, a proactive CRM system and document repository provide easy access to important updates without the need to exit Outlook, enabling users to swiftly organize meetings, take notes on discussions, and track reminders and historical data. User engagement significantly increases when individuals can customize the interface to align with their personal preferences, whether in an office setting or on mobile devices. Furthermore, insights into social interactions play a crucial role in enhancing client relationships and generating referrals, ultimately contributing to the long-term success of the business.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Exotel
Yes
Facebook
Yes
Gmail
Yes
Google
Yes
Instagram
Yes
Kaleyra
Yes
Knowlarity
Yes
Twilio
Yes
WhatsApp
Yes
Integrations
Exotel
No
Facebook
No
Gmail
No
Google
No
Instagram
No
Kaleyra
No
Knowlarity
No
Twilio
No
WhatsApp
No
Pricing Details
$99/All Users/month
Unlimited Users
All Features
Leads, Deals, Contacts, Companies
Multiple Process & Pipeline
AI Settings: Call Transcript, Chatbot
Mobile App (iOS, Android)
Email, Chat, WhatsApp, Telephony Integrated
Social Media Leads Integration
Automations: Assignment, Workflows
Pipeline Management: Multiple Processes & Pipelines
Reporting: Custom Dashboards
All Features
Leads, Deals, Contacts, Companies
Multiple Process & Pipeline
AI Settings: Call Transcript, Chatbot
Mobile App (iOS, Android)
Email, Chat, WhatsApp, Telephony Integrated
Social Media Leads Integration
Automations: Assignment, Workflows
Pipeline Management: Multiple Processes & Pipelines
Reporting: Custom Dashboards
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ChakraHQ
Founded
2019
Country
India
Website
chakrahq.com
Vendor Details
Company Name
UNAPEN
Founded
1991
Country
United States
Website
unapen.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes