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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

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Easyflow No 
Epicor Kinetic No 
Gmail No 
GoldMine CRM Yes 
HubSpot Marketing Hub No 
Mailchimp No 
Microsoft Outlook No 
Nekton.ai No 
NetSuite No 
Plex Smart Manufacturing Platform No 
Reptrics No 
SQL Server Yes 
Sage 300 No 
Slack No 
Vibe Interactive Whiteboard No 
Wufoo No 
Zapier No 

Integrations

Easyflow Yes 
Epicor Kinetic Yes 
Gmail Yes 
GoldMine CRM No 
HubSpot Marketing Hub Yes 
Mailchimp Yes 
Microsoft Outlook Yes 
Nekton.ai Yes 
NetSuite Yes 
Plex Smart Manufacturing Platform Yes 
Reptrics Yes 
SQL Server No 
Sage 300 Yes 
Slack Yes 
Vibe Interactive Whiteboard Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Accura Software

Founded

1994

Country

United States

Website

www.accurasoft.com/comp_contact_manager.htm

Vendor Details

Company Name

Spiro Technologies

Founded

2014

Country

United States

Website

spiro.ai

Product Features

Contact Management

Activity Management Yes 
Appointment Management No 
Contact Database Yes 
Contact History Yes 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts No 
Social Media Integration No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

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