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Description
Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.
Description
openCRX serves as your sophisticated private cloud solution, featuring cutting-edge customer relationship management (CRM), calendaring, and issue tracking capabilities, making it a premium open-source option. It is essential to identify and evaluate your core business processes and how they interface with the CRM application. This involves outlining functional requirements and recognizing opportunities for optimization and automation, along with understanding the systems and their interconnections. Establishing a shared terminology, documenting business logic, and crafting a tailored blueprint for success are crucial steps in developing a CRM solution that aligns with your business needs. At CRIXP, we possess the expertise needed to seamlessly integrate openCRX with all pertinent systems, and we will collaborate closely with your IT specialists to determine the most effective integration strategy for your specific environment. By doing so, we ensure that your CRM implementation is not only efficient but also fully aligned with your business objectives.
API Access
Has API
API Access
Has API
Integrations
Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Cloud Platform
Google Drive
IDnow
Microsoft Excel
Integrations
Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Cloud Platform
Google Drive
IDnow
Microsoft Excel
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
Sonaro
Country
Lithuania
Website
www.sonaro.lt/crm-programa-en
Vendor Details
Company Name
CRIXP
Founded
2003
Country
Switzerland
Website
www.crixp.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
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