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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.

Description

Boost your revenue, cultivate customer relationships, and evaluate your performance with our award-winning CRM solution. webCRM is designed to assist your sales team with essential tasks by keeping a comprehensive record of daily activities, ensuring follow-ups are remembered, and efficiently generating call lists or targeted email campaigns. These capabilities are just a glimpse of the extensive features that grant you and your team additional time to focus on your customers. Sales representatives can now easily recall all necessary follow-ups, as the task management feature on the homepage consolidates daily to-dos. You can analyze data and create instant reports for your sales meetings, or utilize the analysis tool to tailor your email broadcasts effectively. Eliminate redundant tasks for both your sales and accounting teams, while seamlessly synchronizing data from your current ERP system with webCRM. The success of any new system hinges on its adoption, and webCRM is crafted by seasoned sales professionals who understand the needs of your team. With its user-friendly interface and robust functionalities, webCRM empowers your sales force to achieve their goals more efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Blotout
Contractbook
Desktop.com
GetAccept
Hootsuite
Leadfeeder
Mailjet
Meltano
Microsoft Outlook
Tripletex
WatcherMe
Wildix
Xinix
Zapier
Zynk
vloxq CPQ

Integrations

Blotout
Contractbook
Desktop.com
GetAccept
Hootsuite
Leadfeeder
Mailjet
Meltano
Microsoft Outlook
Tripletex
WatcherMe
Wildix
Xinix
Zapier
Zynk
vloxq CPQ

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$23.00/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

AdvanTec Information Systems

Founded

1998

Country

United States

Website

www.advantecis.com

Vendor Details

Company Name

webCRM

Founded

2003

Country

Denmark

Website

www.webcrm.com

Product Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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