Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Kanban Board is a productivity tool that allows you to visualize Dynamics 365 CRM data using Kanban View. For quick review and analysis, records are categorized and arranged in compact, movable cards in multiple rows and lanes. It allows you to easily drag and drop the values of records, and performs quick actions to record activities such as Email, Task, or Phone Call with just one click. It can be configured for any View within Dynamics 365 CRM or CDS.
Description
Moshtariat CRM is a cloud-enabled tool for managing customer relationships, specifically designed to help organize sales prospects and monitor transactions through a visually appealing, Kanban-style interface. This platform offers customizable deal stages, lead qualification features, reminders for follow-ups, collaborative tools for teams, an activity timeline, and the ability to create custom fields to enhance daily sales and prospecting tasks. Aimed at small to medium-sized enterprises, B2B sales teams, growth agencies, and real estate firms, it provides users with a clear visual representation of opportunities and their progression within the sales pipeline. The product's connectivity is further enhanced by WordPress integration and REST API capabilities, allowing seamless interaction with websites and various systems. By employing Moshtariat CRM, teams can maintain a cohesive database of customer information and sales opportunities, ensuring effective coordination of follow-ups and easy access to recent activities throughout their sales process. Ultimately, this tool fosters improved communication and efficiency within sales teams, contributing to better overall performance.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$15/month
A free plan is available for one user with no time limit. Team plans include a 5-day free trial.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3KkayFo
Vendor Details
Company Name
Moshtariat
Founded
2024
Country
Iran
Website
moshtariat.ir/en
Product Features
Kanban
Collaboration Tools
No
Dependency Tracking
No
KPI Monitoring
No
Milestone Tracking
No
Multi-Board
No
Prioritization
No
Project Planning
No
Roadmapping
No
Supports Scrum
No
Task Management
No
Time Tracking
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No