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Average Ratings 0 Ratings
Description
Implement the successful strategies from your top-performing representatives across the entire organization to enhance business development. Tailor the agents to align seamlessly with your team’s specific workflows for maximum efficiency. They will populate CRM fields, generate deals, and refresh information instantly according to established guidelines. Conduct in-depth research on companies and potential clients to improve your ability to target and assess leads effectively. Ensure that prospects receive timely follow-up communications while deal stages are updated automatically within the CRM. Craft and dispatch personalized outreach messages grounded in thorough research about companies and prospects. Leads are automatically assigned to the appropriate sales representatives based on various factors such as geography, timing, and product expertise. By automating CRM functions, you can establish a new pipeline aimed at closing more deals. Focus on engaging only with high-quality leads through meticulous research and an automated scoring system. Increase SDR productivity by automating customized follow-ups, while also handling meeting creation and rescheduling automatically, taking time zones into account. This approach guarantees prompt follow-ups with automated emails until a deal is finalized, ensuring no opportunity is overlooked. By integrating these practices, your sales process can become both more efficient and effective.
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
Apollo
Yes
Google Sheets
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Excel
Yes
Microsoft Teams
Yes
Salesforce
Yes
Slack
Yes
ZoomInfo
Yes
Integrations
Apollo
No
Google Sheets
No
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Excel
No
Microsoft Teams
No
Salesforce
No
Slack
No
ZoomInfo
No
Pricing Details
No price information available.
Free Trial
No
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
No
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
No
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
Locale.ai
Founded
2019
Country
United States
Website
locale.ai/
Vendor Details
Company Name
Moshtariat
Founded
2024
Country
Iran
Website
moshtariat.ir/en
Product Features
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