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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
Introducing a unique solution for tokenizing your digital files directly from your email, providing a seamless way to safeguard documents, videos, audio files, and more with just one click. Enjoy simplified ownership and control over your digital content like never before, all while maintaining your existing email attachment workflow with end-to-end encryption. With the ability to manage who can download, share, and view your attachments, you can ensure that your files remain secure. Real-time tracking allows you to see who has accessed your files, whether they downloaded, shared, or viewed them. This innovative platform streamlines the management and oversight of your email attachments in a single library, making it easier than ever to keep track of important documents. Clients can receive a secure link for safe file exchanges, enhancing the security of your communications. Additionally, you can block your device screen to guard against unauthorized screenshots and copying of sensitive information. Experience unlimited electronic signatures directly within your email, delivering unmatched convenience and protection. This robust system effectively mitigates risks associated with data breaches, ransomware, and wire fraud, ensuring comprehensive security from desktop to mobile and beyond. Always retain control over your files, knowing who originated them and their intellectual property rights, while enjoying peace of mind in your digital transactions.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$5 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
ShelterZoom
Founded
2017
Country
United States
Website
shelterzoom.com/document-gps/
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
Email Security
Anti Spam
Anti Virus
Email Attachment Protection
Encryption
Policy Management
Quarantine
Reporting/Analytics
Whitelisting / Blacklisting
