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Description

Gather essential details about your clientele by consolidating all your contacts in a single platform. Link your accounts with LinkedIn and various social networks to effortlessly gather important insights. By collecting the necessary customer data, you can gain valuable perspectives. Organize your contacts based on all available information to ensure you never overlook a conversation. Communicate effectively with the right individuals at the optimal moments, enhancing your communication quality while saving time with automation. Engage in real-time discussions and facilitate information sharing among your team. Foster stronger relationships with your clients through consistent communication. Simplify the management of your business relationships by having all your customer interactions accessible in one location. Quickly access everything you need, including an overview of your recent conversations. Utilize various lists to maintain organized discussions and streamline your communication process further. This approach not only enhances efficiency but also contributes to a more structured way of managing customer relationships.

Description

What sets KEI CRM software apart from its competitors is its bespoke nature, allowing for swift and effortless customization tailored to your specific requirements. You won't have to navigate this process alone; for a competitive fee, simply outline your desired functionalities, and our team will implement them for you. You can immediately take advantage of its features through a Free Trial, allowing you to experience its benefits firsthand. KEI CRM enhances your marketing strategies by effectively utilizing your existing customer data—such as contact details, emails, and financial records—to create a streamlined resource for targeted communications with both current and potential clients. This leads to improved customer interactions, as the automated messaging feature notifies clients the moment you receive their messages. Additionally, our Document Management system, a crucial component of KEI CRM, organizes your customer files by date, eliminating the need to sift through paper records. Ultimately, this innovative approach not only saves time but also enhances overall efficiency in your business operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Facebook
GA Connector
Gmail
LinkedIn
X (Twitter)

Integrations

Facebook
GA Connector
Gmail
LinkedIn
X (Twitter)

Pricing Details

$8.00/month/user
Free Trial
Free Version

Pricing Details

$40 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

InStream.io

Founded

2015

Country

Poland

Website

www.instream.io

Vendor Details

Company Name

KeiWare Software Applications

Founded

2011

Country

Canada

Website

www.keiwareapplications.com/Home/KeiCRM

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

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

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

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