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Description

Maintain a comprehensive repository of external organizations that includes customers, potential sales leads, vendors, and various other entities. Ensure that individual contacts are documented for each organization and schedule as well as monitor all related activities for these contacts. Oversee all sales opportunities associated with both current clients and potential prospects. The records should encompass entities that have engaged in communication, which may consist of existing customers, prospective clients, current vendors, potential suppliers, or any organization requiring ongoing communication. Additionally, it is essential to track every sales opportunity in order to analyze and efficiently report on the sales processes for individual salespeople and the company as a whole. Keep detailed information about the origin of leads being pursued to assess where marketing resources should be allocated most effectively. Furthermore, maintain an overview of the current status of every opportunity, including anticipated closing dates, to facilitate timely follow-ups and strategic planning. This systematic approach is crucial for driving sales success and ensuring effective relationship management across all external interactions.

Description

Livespace is a next-generation B2B process-focused CRM with task and sales automation. It was designed by professionals for professionals. Streamline your sales process, establish goals, and keep your customer information current. Livespace users can get the most out of every lead by using its flexible lead scoring system and automated sales processes. Livespace's open API allows for seamless integration and mobile / tablet access. This allows users to prioritize and spend their time where it is most important.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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Dropbox
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HubSpot Marketing Hub
HubSpot Operations Hub
Mailchimp
Olark
SALESmanago
SQL Server
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Wufoo
iPresso

Integrations

CallPage
Constant Contact
Dropbox
GoldMine CRM
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Mailchimp
Olark
SALESmanago
SQL Server
Unbounce
Wufoo
iPresso

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19.00/month/user
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

Accura Software

Founded

1994

Country

United States

Website

www.accurasoft.com/comp_contact_manager.htm

Vendor Details

Company Name

Livespace

Founded

2013

Country

Poland

Website

www.livespace.io

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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