Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Selltis CRM is a collaborative sales software developed specifically for industrial sales teams and their channel partners. This collaboration results in a range of industry-targeted features that are typically expensive to customize on other platforms, but are included as standard in Selltis. Enhance your business management by utilizing forward-thinking KPIs that allow for proactive decision-making. Customize dashboards to track essential metrics and easily assess both historical and current performance against set objectives. Improve transparency across your organization by seamlessly integrating with your ERP, email, marketing tools, and more. With just a single click, you can send quotes directly to your ERP, significantly reducing the need for repetitive data input. Enjoy the convenience of accessing your information in real time, any time, from any device through the cloud. Furthermore, you can control user access by restricting who can view, modify, or delete documents and utilize certain features. This level of customization and control ensures that your team works efficiently while maintaining data security.

Description

Custom-built to enhance efficiency and crafted to work in harmony with your current data and technology, the Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will establish a unified, reliable, and thorough source of information. This actionable intelligence is effortlessly integrated with both Microsoft and third-party applications, ensuring it is user-friendly and readily embraced. Initiating a Private Equity CRM initiative is merely the first step; ensuring it harmonizes your organization and provides tangible business benefits is a different endeavor altogether. We recognize the hurdles you face, and with numerous specialized projects completed, we have established ourselves as leaders in the development and implementation of customized CRM solutions tailored to fulfill your specific needs. Our commitment to understanding your unique challenges sets us apart in delivering exceptional value.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Microsoft Power BI

Integrations

Microsoft Dynamics 365
Microsoft Power BI

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

Selltis

Country

United States

Website

www.selltis.com

Vendor Details

Company Name

Xpedition

Founded

1989

Country

United Kingdom

Website

xpedition.co.uk/private-equity-crm/

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Alternatives

Alternatives

AIM Reviews

AIM

Altvia Solutions
IFS SCRM Reviews

IFS SCRM

Integrated Freight Systems
Allvue Reviews

Allvue

Allvue Systems
Mortgage Quest Reviews

Mortgage Quest

Market Focus