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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Merlin provides users with an unlimited number of company and contact records, and in addition to the typical fields found in CRM systems, it offers around 40 customizable fields for tailored data storage and reporting. To enhance user experience, Merlin features a smart, dynamic menu that anticipates and displays the most relevant options based on the current page, eliminating the need for excessive navigation. Furthermore, the platform's fully integrated design ensures that all activities are logged against the corresponding contact, preventing data duplication and maintaining a comprehensive historical record. The Customer Relationship Management (CRM) module empowers a proactive sales team by automatically filling their calendars with appointments for upcoming periods, whether that be the next month, week, day, or a specified date range. This functionality also extends to your Accounts and Purchasing departments, aiding them in tracking payments and deliveries effectively. By streamlining communication and record-keeping, Merlin enhances overall operational efficiency.

Description

Merlin facilitates customer interviews on your behalf, transforming responses into meaningful and actionable reports. By asking tailored questions and providing personalized follow-ups based on prior answers, Merlin gathers more profound insights. Each session's key highlights are distilled to save you valuable hours weekly. To give you a comprehensive overview, Merlin tags recurring themes and categorizes data types. Furthermore, Merlin analyzes interviews in real time, identifying and ranking trends to support your decision-making process. Users have the flexibility to toggle between text and Merlin's advanced AI voice mode whenever needed. Seamlessly integrating with your existing tools, Merlin streamlines the workflow for your team. It also automatically organizes your users into essential personas, allowing you to manipulate and analyze the data according to those segments. This adaptability ensures that you can effectively address the unique needs of each user group.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Sepio
Slack
Snowflake
Zapier
Zendesk

Integrations

Sepio
Slack
Snowflake
Zapier
Zendesk

Pricing Details

No price information available.
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

Merlin Business Software

Founded

1974

Country

United Kingdom

Website

www.merlinbusinesssoftware.com/our-software/contact-management/

Vendor Details

Company Name

Merlin

Founded

2023

Country

United States

Website

talktomerlin.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

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