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Description

Many individuals find it challenging to manage their responsibilities when inundated with a multitude of applications and browser tabs, all while notifications bombard them from every angle. Keeping track of countless emails and interactions can be overwhelming, especially when faced with the daunting task of completing numerous CRM forms. Rather than addressing customer issues, team members often spend their time trying to recall the last interaction with a client. With Contact Timeline, you gain immediate access to a comprehensive overview of each relationship, enabling you to engage with your clients while maintaining a personal connection. You can collaborate, assign tasks, and monitor progress—all without having to leave your inbox. Customers prefer a streamlined experience, and CIM ensures that everyone involved stays informed and aligned. Organize your contacts into specific groups and utilize a Get Things Done productivity approach to manage emails and discussions efficiently. The user-friendly interface allows you to access everything with just a single click. Additionally, with integrated email marketing capabilities, you can effortlessly send personalized messages to multiple customers at once, enhancing your outreach efforts. This seamless process not only improves efficiency but also fosters stronger connections with your clientele.

Description

Keep your workflow efficient by establishing and tailoring an ideal process for your team, regardless of the specific application or working style. It's as straightforward as using a spreadsheet, allowing for effortless addition, modification, and collaboration. You can easily filter, sort, and organize your information in any manner to swiftly pinpoint any obstacles. Monitor upcoming tasks throughout all your workflows and automatically gather information from your contacts and emails. Stay updated on progress with notifications that ensure you never overlook a follow-up, aided by tasks and reminders. Enjoy the convenience of working directly from your inbox! Seamlessly integrated within Gmail for both desktop and mobile, along with G Suite tools like Sheets, Chat, and Drive, this setup enables quick access to your data. Effortlessly share emails, notes, and call records with your colleagues, ensuring a smooth transition in workflow. Plus, you can access pipeline data alongside your emails right from your mobile device, guaranteeing that you always have the necessary context at hand, no matter where you are. This flexibility is essential for maintaining productivity and collaboration within your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Answering Service Care
Campaign Monitor
Causal
Data Sentinel
Datameer
Documati
Facebook Messenger
Forager
Formstack Documents
Integrately
Lyftrondata
Make
Morphic
Retently
Salesforce Data 360
Sensr Portal
StarfishETL
Voxloud
Wallkit
Zapier

Integrations

Answering Service Care
Campaign Monitor
Causal
Data Sentinel
Datameer
Documati
Facebook Messenger
Forager
Formstack Documents
Integrately
Lyftrondata
Make
Morphic
Retently
Salesforce Data 360
Sensr Portal
StarfishETL
Voxloud
Wallkit
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39.00/month/user
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

Relenta

Country

United States

Website

www.relenta.com

Vendor Details

Company Name

Streak

Founded

2011

Country

United States

Website

www.streak.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

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

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Alternatives

Alternatives