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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
Harnessing the capabilities of FileMaker's Workplace Innovation Platform, we have developed Core CRM Pro to oversee the critical elements of your business operations. Effortlessly integrate QuickBooks with your FileMaker CRM, streamlining your workflows by removing the need for redundant entry of contacts, vendors, and invoices. This adaptable CRM allows you to access your FileMaker data through an iPad or web browser, making it simple to update contacts, generate notes, and issue invoices efficiently. With Core CRM Pro, you're not just managing your data; you're enhancing productivity and improving overall business efficiency.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
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
Dunes Factory
Founded
2009
Country
India
Website
clatos.com
Vendor Details
Company Name
Productive Computing
Founded
1996
Country
United States
Website
www.productivecomputing.com/products/core-crm-pro-filemaker-crm/
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
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
