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Description
Clatos CRM offers comprehensive general-purpose and specialized solutions all in one platform. It helps you better understand your target audience and discover innovative ways to engage with them. With Clatos CRM, you can align your marketing, sales, and support teams using a unified customer database. This integration can lead to a 25% increase in sales efficiency. Recognized as the top CRM for its exceptional services and user-friendly interface, it connects sales, service, marketing, commerce, and IT to create personalized customer experiences. The platform allows for swift planning and execution, yielding a high return on investment. You can monitor all leads in a single location, making it easy to track their progress. Automated lead import from emails, note-taking, proposal generation, and quick file attachments streamline your workflow. Additionally, you can craft professional and visually appealing invoices, send them to clients instantly, and even set up recurring invoices. You can compose emails from scratch or select from pre-designed templates that automatically populate essential contact information, and seamlessly attach documents from the CRM's document management system for added efficiency. Overall, Clatos CRM provides a holistic approach to managing customer relationships, ensuring your business operates smoothly and effectively.
Description
Personalized college profiles ensure that your students receive the essential information they require, all in one convenient location that can be accessed from anywhere. Sharing files with students has become incredibly effortless, and you can effectively monitor the time dedicated to each student while generating invoices without hassle. You can also distribute announcements with attachments to potential clients and track who has viewed them. Additionally, automated reminders via text messages and emails can be sent to both students and their parents for added convenience. The portal provides quick summaries of upcoming meetings and scheduled events, making it easier to stay organized. With a user-friendly interface, invoicing clients and managing payments becomes a straightforward process. By offering a unified space for task management, meetings, communications, and college list organization, this student portal enhances engagement and keeps students focused on achieving their objectives. Furthermore, the portal’s file-sharing features, text communication options, and email tracking enable students to easily access all vital information shared with them. This centralization of resources not only streamlines operations but also fosters a supportive environment for student success.
API Access
Has API
API Access
Has API
Integrations
WhatsApp
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49 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
Dunes Factory
Founded
2009
Country
India
Website
clatos.com
Vendor Details
Company Name
CollegePlannerPro
Founded
2011
Country
United States
Website
www.collegeplannerpro.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
Higher Education
Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal
