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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
Our innovative forms empower businesses to enhance their inbound sales processes, ensuring they maximize the effectiveness of their marketing investments. Unlike traditional form solutions that merely gather information, our dynamic forms focus on increasing conversion rates. By incorporating personalized follow-up questions and compelling call-to-action content, we encourage users to complete forms and yield richer first-party data. Surface provides marketing and sales teams with the capability to create sophisticated workflows for scheduling, routing, and reporting, seamlessly integrating with their existing tools. With our forms, teams can ask tailored follow-up questions, enriching the data collected for more strategic insights. Additionally, we motivate users to share essential first-party data, enabling sales teams to better filter, qualify, and arrange meetings with promising leads. This comprehensive approach not only streamlines the sales process but also enhances the overall effectiveness of marketing campaigns.
API Access
Has API
API Access
Has API
Integrations
Exotel
Facebook
Gmail
Google
Instagram
Kaleyra
Knowlarity
Twilio
WhatsApp
Integrations
Exotel
Facebook
Gmail
Google
Instagram
Kaleyra
Knowlarity
Twilio
WhatsApp
Pricing Details
$99/All Users/month
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
ChakraHQ
Founded
2019
Country
India
Website
chakrahq.com
Vendor Details
Company Name
SurfaceLabs
Country
United States
Website
www.withsurface.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
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys