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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
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