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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Your team seamlessly consolidates all customer interactions, whether in the office or on the go, through this intuitive CRM software that streamlines follow-ups. By entering information just once, you can share it effortlessly with your team, saving precious time and keeping your mind focused. Automatic reminders are built into the system to help you stay organized, while compatibility with tools like Exchange, Outlook 365, Wordpress, Slack, and Jira ensures a smooth workflow in SaaS mode through integrated automation. This unique management tool empowers your contacts to manage their personal information, putting them in control. Designed specifically for your business needs, the CRM software is fully customizable, allowing you to tweak alerts and reminders to fit your preferences. Companies can thus tailor their sales processes to reflect their unique operational style, unlocking the power of data analysis to enhance sales follow-up efficiency. Ultimately, this approach not only simplifies customer management but also enhances overall team collaboration and productivity.

Description

Our innovative forms empower businesses to enhance their inbound sales processes, ensuring they maximize the effectiveness of their marketing investments. Unlike traditional form solutions that merely gather information, our dynamic forms focus on increasing conversion rates. By incorporating personalized follow-up questions and compelling call-to-action content, we encourage users to complete forms and yield richer first-party data. Surface provides marketing and sales teams with the capability to create sophisticated workflows for scheduling, routing, and reporting, seamlessly integrating with their existing tools. With our forms, teams can ask tailored follow-up questions, enriching the data collected for more strategic insights. Additionally, we motivate users to share essential first-party data, enabling sales teams to better filter, qualify, and arrange meetings with promising leads. This comprehensive approach not only streamlines the sales process but also enhances the overall effectiveness of marketing campaigns.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$29.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
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

ABOnline solutions

Founded

2008

Country

France

Website

www.initiative-crm.com

Vendor Details

Company Name

SurfaceLabs

Country

United States

Website

www.withsurface.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

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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