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Description

Donna CRM is an innovative customer relationship management tool that integrates seamlessly with Gmail, catering specifically to freelancers and consultants who handle their client interactions via email. By allowing users to manage their client relationships without the need to toggle between Gmail and other CRM platforms, Donna CRM incorporates features such as pipeline tracking, relationship context, and follow-up management directly into the user's inbox. This functionality enables you to convert any email conversation into a monitored deal, access relationship histories in real-time, and effectively manage your opportunities while maintaining a smooth workflow. With Donna CRM, you can enhance your productivity and ensure that no client communication slips through the cracks.

Description

Highrise is a customer relationship management tool that helps individuals keep tabs on their interactions with clients while also overseeing the progress of deals and connections. Users can seamlessly import their contact lists from platforms such as Outlook, Gmail, and Excel. Additionally, Highrise allows for the inclusion of notes and remarks within each contact's profile. The platform also offers task management capabilities, enabling users to generate tasks, set reminders for various projects, and organize tasks by company, contact, or project. This comprehensive approach ensures that users can maintain effective communication and organization throughout their professional engagements. The user-friendly interface makes it easier for teams to collaborate and stay aligned on their goals.

API Access

Has API

API Access

Has API

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Integrations

Appmixer
Campaign Monitor
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
Constant Contact
Data Sentinel
Force24
Gmail
Gravity Forms
HubSpot CRM
LessAccounting
Lime Connect
Mailchimp
Pipedrive
Sensr Portal
Stackreaction
SyncSmart
TeamSupport

Integrations

Appmixer
Campaign Monitor
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
Constant Contact
Data Sentinel
Force24
Gmail
Gravity Forms
HubSpot CRM
LessAccounting
Lime Connect
Mailchimp
Pipedrive
Sensr Portal
Stackreaction
SyncSmart
TeamSupport

Pricing Details

$10/month/user
Free Trial
Free Version

Pricing Details

$24.00/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

JKB Software

Website

www.donnacrm.com

Vendor Details

Company Name

Highrise

Founded

2014

Country

United States

Website

highrisehq.com

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

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

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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