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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Instead of spending excessive time inputting data and generating contacts, prioritize the conversion of leads into successful deals. Consolidate all pertinent lead information in one centralized location. Utilize straightforward, pre-defined reports to help optimize your workflow and remove obstacles. By organizing your processes, you can enhance revenue generation. Monitor upcoming tasks and gather insights from historical data. After consulting with numerous businesses, we identified essential features to develop a user-friendly CRM. You can establish multiple sales pipelines to oversee various facets of your sales strategy. Additionally, leads within a sales pipeline can be filtered by users, products, sources, zones, contacts, or any combination thereof. Furthermore, you can perform a variety of tasks directly from the sales pipeline view, including adding or renaming leads, assigning users to leads, or transitioning leads through different stages of the pipeline, thus simplifying your sales management. This comprehensive approach ensures that your team stays aligned and focused on closing deals efficiently.

Description

CxCRM offers a versatile approach to managing sales and the comprehensive customer lifecycle, specifically catering to the needs of small and medium-sized enterprises with a focus on the sales process. This platform enables users to efficiently oversee Leads, Contacts, Opportunities, and Accounts. Additionally, it features a data synchronization tool that allows seamless integration of offline data with the online system and vice versa. The innovative contact management system facilitates the effortless expansion of a contact network, while its flexible and secure management capabilities can accommodate millions of contacts. Constructed with J2EE technology from the ground up, CxCRM ensures nearly linear scalability and minimizes the Total Cost of Ownership. The application is fully web-enabled and incorporates role-based access control to enhance security. Robust security measures, comprehensive audit logs, and customizable logging levels empower administrators to manage these functionalities effectively and maintain control over their data. Overall, CxCRM stands out as a comprehensive solution for businesses looking to streamline their customer relationship management processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APIANT
Box
Campaign Monitor
Dropbox
Easyflow
Formstack
Formstack Documents
Google Calendar
Google Drive
Integry
Josys
Mailchimp
Mailjet
Olark
Quickwork
Stackreaction
Unbounce
Wufoo
Zapier

Integrations

APIANT
Box
Campaign Monitor
Dropbox
Easyflow
Formstack
Formstack Documents
Google Calendar
Google Drive
Integry
Josys
Mailchimp
Mailjet
Olark
Quickwork
Stackreaction
Unbounce
Wufoo
Zapier

Pricing Details

$9 per user per 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

Clinchpad Technologies

Founded

2012

Country

New Caledonia

Website

clinchpad.com

Vendor Details

Company Name

Callippus Solutions

Country

United Kingdom

Website

www.callippus.co.uk

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task 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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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