Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

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

Shelf is a secure central content library that can be used by your entire team. Shelf is a knowledge platform that offers the best search capabilities. Shelf is a knowledge base platform that helps teams become more productive and efficient through powerful search and document tag features, file sync, share, content analytics and many other features.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Connect
Dropbox
Five9
Genesys Cloud CX
Google Chrome
Google Drive
Kustomer
Mozilla Firefox
NiCE CXone Mpower
Salesforce Agentforce Service
Slack
Zendesk

Integrations

Amazon Connect
Dropbox
Five9
Genesys Cloud CX
Google Chrome
Google Drive
Kustomer
Mozilla Firefox
NiCE CXone Mpower
Salesforce Agentforce Service
Slack
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$30/mo
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

Shelf.io

Founded

2015

Country

United States

Website

www.shelf.io

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

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Enterprise Search

AI / Machine Learning
Faceted Search / Filtering
Full Text Search
Fuzzy Search
Indexing
Text Analytics
eDiscovery

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Alternatives

Merlin Business Intelligence Reviews

Merlin Business Intelligence

Merlin Business Software

Alternatives

BA Insight Reviews

BA Insight

Upland BA Insight
Theum Reviews

Theum

Theum AG
Hay Reviews

Hay

Hay.chat