Alternatives to TLD CRM

CRM built on the most important thing - communication Conversations drive sales. Ringy (formerly iSales) handles them all for you. Ringy is an automated sales team that will turn calls into customers. Ringy is a complete CRM that supports your team, improves performance, and bridges the gap between lead nurturing and deal closing. Ringy offers state-of the-art CRM features at an affordable price to help growing businesses. Ringy offers the same cutting edge tech as top CRMs at a competitive price. It empowers sales agents to automate their workflow, reach more prospects and make data-driven decisions to maximize their ROI. Ringy provides sales teams with an intuitive interface that makes sense. Agents can now take advantage of AI, automation, and multiple communication channels without having to spend a lot or learn a lot.

Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy. Powering over half a million agents today, Twilio Flex is accelerating digital transformation by freeing companies from the limitations of legacy call centers, all on one powerful platform. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications - CRM, payment systems, service ticketing, rewards program, navigation on the web, etc. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips so they can deliver the best customer experience. Find the documentation, sample code, and developer tools needed to tailor the contact center to your unique needs. Whether you're starting an outbound call, initiating a warm transfer, or monitoring agent activity, our guides will provide you the context you need to get the most out of Flex's existing architecture.

V1CE business cards include integrated NFC technology. This allows you to send your contact details and social media information to any other smartphone without the need for an app. The V1CE card can be used to share all your information by tapping against a smartphone using NFC technology. No more fumbling with old business cards! All the information is right where people are most likely to be looking: on their phones. Once you place your order, you will be given instructions on how to send us your logo or design. You can edit, enable, and add to your contactless card. It's easy! One tap and you can share who you are and what your do. It's easy to share their contact information, addresses, websites, and emails. Everything about you and your work. You will get more leads and appointments. Connecting to any digital presence like apps, videos, and e-menus.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Customers should be able to schedule calls when it is most convenient for them and the brand. The agent should have context so that they are better prepared and the customer doesn't have to repeat themselves. Enterprise brands can transform customer experience by connecting deep integrations to their existing technologies in days. You only know how to use any tool. Mindful is committed to providing actionable data to our clients about Mindful's capabilities and how they are being applied in call center activities and customer service metrics. Mindful uses real people to collect data about your callback in order to give you an idea of how Mindful's capabilities impact metrics. This data will give you a better understanding of how Mindful's capabilities are integrated into customer contact activities.

Best CRM software for agents. BluInsurance, one of the most popular CRM softwares for agents, manages your client base and simplifies complex operations. BluInsurance allows agents to quickly select the right markets and create concise, personal submissions. BluInsurance tracks progress and keeps both the broker as well as the carrier accountable once they have been sent. BluInsurance records all online leads from your website and third-party sites. It notifies the appropriate agent to follow up. Agents can use custom online forms to collect information and create policies once contact has been made. BluInsurance's integrated email and SMS marketing campaigns make it easy to keep in touch with clients and build relationships to ensure you capture renewals.

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration. This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.

Missed calls can have a significant impact on your company's day to day business. This could lead to lower sales revenue, customer satisfaction, and brand appreciation. Freespee Callback Management gives you complete control and visibility over your inbound lead management. 20% of customer calls are missed each month. Give customers another chance to purchase from you. Automated follow-ups on missed opportunities with personalized messaging that makes a difference. Sales can use contextual information to help them prioritize high-value leads. Engaging prospects through better conversations can increase conversion opportunities. Keep communication open between you and your customer by sending personalized messages to agents when they are not available or after hours. Encourage potential customers to re-engage with you. To show appreciation for their purchase, send a thank-you message.

Ivinex UUE is our unifying link between our CRM and Contact Center systems. The Ivinex UUE state machine has made our business more successful. Our success KPI's have increased by automating repetitive tasks and business processes. Agents no longer have to manually trigger an email, text, or callback. Now we can concentrate on strategically contacting customers. Agents can access Script Pop technology to provide clear messaging and instant messaging. Access to customer data in real-time during calls This allows for more efficient and effective customer interactions. Customers will be able to interact with you and provide the best information and answers. Gain knowledge over time about customer issues. To resolve customer service issues, be more precise and efficient. A smarter system.

All the tools you need for running your business are available in one powerful CRM platform. Contacts, Sales Agents and Opportunities. Orders, Tasks, Orders. Territory Management. Advanced Reporting. You can manage your business from anywhere, whether you are at work or on the move. On average, a business spends 68 hours a month on administrative tasks. Don't be one. Connect with Profi WebForm (contact page that is connected to your website), Google (login and calendar, import contacts), Whosms(SMS), Mailchimp [email marketing], Jabber (telephone booth and VOIP). Assign territories to companies and agents to help you organize your sales activities. Your business can be organized by region and product category. Who closed the most deals this month? Which products are the most popular? Who bought them? You can get a great overview of how to increase sales with powerful reporting. Make decisions based on data and eliminate the guesswork.

AI-powered business intelligence helps you to enhance your contact center and identify your greatest opportunities to improve customer service efficiency. Our Customer Experience Management platform (CXM), allows you to monitor all digital and voice communications in real-time. It also gives your team practical guidance on how to improve your key KPIs. Augment CXM automatically breaks down conversations into customer intents, products they are discussing, and the outcomes. This gives you insight into every detail. Ever dealt with a flood of customer questions? Augment CXM detects unexpected spikes in customer questions and alerts your team so they can take corrective action before they spiral out-of-control. You can quickly identify which agents are causing problems in your contact center and provide coaching to them on how to improve their customer service.

Gadget ready agent cockpit with Voice, Omnichannel, and Customer details. Easy and effective plug-ins allow you to integrate custom or legacy CRM, TT, or productivity tools into your environment. A BOT agent is available to assist users in executing processes and using the right tools. A central repository that records every step of your customer journey (customer profile, cross-channel history) and makes it available in real-time to supervisors and agents. It also includes a powerful reporting tool that allows you to access all relevant KPI. ChatBOT is a chatbot based on artificial intelligence. It allows end-to-end control of automated conversational multichannel processes. It is used by millions of people every month and can be part of the customer experience or the agent experience.

Agent Accelerator by NovelVox gives agents a 360-degree view to customer information. This allows them to provide personalized customer service and lightning-fast support. This powerful solution dramatically reduces average handling time (AHT) as well as waiting times. It also improves First Call Resolution and customer satisfaction. Agents can use the all-in-one desktop to interact with multiple applications. Customers have a seamless experience thanks to the single interface. Agents can call customers by name using the caller data display, which includes details such as name, address, contact details, past transactions and ticket status. Customers are no longer forced to repeat their requests. Agents can quickly address customer concerns in a personal manner and at a faster pace with all the details. They can also chat with other agents to obtain timely information while helping callers.

Chats and reviews from multiple Google Business Listings, Facebook Pages, WhatsApp numbers, Webchats or SMS numbers all in one inbox. All chats from multiple locations are now under one roof. You can use templates to reply, assign chats team members, and add custom labels and notes for context. Interact with your customers to gain positive reviews. You can manage reviews across multiple platforms using intuitive features and easy access. Get detailed insights to help you make informed decisions. In-depth analysis of your reviews and social conversations with trend graphs, audience leader boards, etc.

A better CRM is essential for your sales team! Onpipeline™, a great CRM, allows sales reps to manage sales, contacts, and activities. They can integrate email and calendars, automate repetitive tasks, get Leads via web forms or API, as well as integrate emails and calendars. The interface is simple and easy to use for lead and deal management software. It is easy to use and can be customized to meet your business's needs. Marketing automations can help you save time on repetitive tasks. All accounts have unlimited storage, contacts, and users. Instant access. In less than 2 minutes, you can start. You can add contacts and deals via email, web forms, and our API. You can also activate and track third-party sources and manage their access at any time. Drag and drop your deals to the next stage. Onpipeline can be set up to work with one or several customizable pipelines, and you can also assign them to a team.

No more unpredictable or partial syncs. AkrutoSync ensures that all your appointments and contacts are available on all devices. There is no data limit. AkrutoSync syncs directly between your computer, devices, and not through the cloud. You retain complete control over your data and privacy. AkrutoSync automatically syncs after the initial installation. Because AkrutoSync seamlessly integrates with your device's built-in apps, the process is seamless. AkrutoSync is compatible with all phones, regardless of their OS. AkrutoSync is a simple and easy way to sync your desktop Outlook changes to your devices. If you have any questions about AkrutoSync and how it works with your devices, we offer prompt and free support. You can see exactly what has been changed and even restore data that was accidentally deleted.

Would you like to be able to access your contacts on any device? You can quickly locate your clients by using their profile. You can call them, send a WhatsApp message, email, or SMS, open their website, or use Google Maps to find them. Anywhere, anytime. Clients and... Suppliers Sellers Creditors Debtors Employees Branches Shipping companies Banks Organize your meetings and appointments in a planner that offers monthly, weekly, and daily views. Register the title, description and color for each event. Also, include participants, location, web addresses, attached files, and the date. Save the code or the link to join an online meeting (Google Meet or Microsoft Teams or Zoom). Drag and drop events are easy. Very intuitive. Document management: Save all documents related to each contact, such as contracts, offers and reports. Cloud: All your data is stored in the cloud and available at any time. Multi-device access: Access your account from any device (computer, tablet or smartphone).

Our CRM and Contacts Management Software makes managing contacts easy. It allows you to create appointments, customer notes, customer letters, quotes, estimates, invoices, tasks, statements, job sheets, and customer letters. To keep you organized, such as Callback Reminders, you can create them. A Today view shows what is planned for each person today. One or more people can be assigned tasks, jobs, and appointments. Appointments View displays Appointments for the current month. It can show Appointments either for a specific person, or for all. Mail Merge, Email Marketing, and SMS Messages are all supported. Amphis Customer integrates with Outlook to make it easy to manage customer email, tasks, and appointments. You can create invoices and quotes using free text paragraphs that include a price or by selecting items from the Parts database.

Copy2Contact can be used by individuals and companies to capture important business information about leads and clients. Copy2Contact is used by smart professionals to reduce data entry time by 98%, and triple the accuracy of their day-today tasks. Copy2Contact allows you to capture contacts, leads and appointments into Microsoft Outlook or Salesforce.com from your iPhone or PC. Grab contacts from emails and documents, resumes, websites, etc. Copy2Contact is a proprietary technology which saves time and helps you manage appointments and contacts. It eliminates mistakes and saves time by instantly grabbing all contacts or appointments from the screen. It works with email signatures, web searches results, documents, resumes, and other sources of event or contact information that are a part of any professional's everyday workflow.

Lead to Account Matcher is a Salesforce app that helps teams who use Account-Based Marketing. It streamlines the process of converting leads to existing accounts. This tool is available for a one-time payment; there is no need to subscribe. If you receive leads for companies which already exist in your Salesforce org, we can match them to an account using fuzzy logic matching even if the names are not exactly the same. Our matcher will also look for leads that are similar to the one you're converting. You can choose to convert all of them or none at all. Our Lead to Account Matcher was built with custom settings. This allows you to change the matching thresholds, remove specific words from matching algorithm and change the fields displayed on the matching layout. All of this is done by the user, and no code is needed.

Grow In Cloud provides a free, easy to use, customizable client website where visitors can make appointments, share documents, pay online, and more. Our live web widget integrates easily with your website and allows you to capture leads and take appointments. A live web widget allows you to capture information about new leads, and then increase your chances of converting them into customers by providing an instant response. Our instant notification feature instantly notifies you of any new forms submitted via the live web widget. With Grow In Cloud, you can create and send invoices anywhere. Our easy-to use online invoicing tool will save you time and improve your client communication. With Grow In Cloud's payment solution, you can also receive payments instantly. Grow In Cloud integrates seamlessly with payment gateways like Paypal and Stripe to process payments in multiple currencies at low fees.

Zyprr enables businesses to connect with their customers in a new way. It will increase the productivity of your team so much that they won't want to work anywhere else. You can easily manage all your contacts and accounts, leads, sales pipelines, forecasts, customer activities, and more from one place. Superior customer support and help desk service - Manage tickets, customer emails, selfservice, knowledge base, and much more. Integrated campaign management allows you to stay on top of lead nurturing and drip marketing. Inventory items make it easier to invoice and manage orders. Customers and employees will have full visibility and accurate information. Secure collaboration and storage for you business. Set reminders so you never miss a contract renewal deadline. You can customize your dashboard and create custom reports to view the KPIs and activities driving your revenue. Integrate with multiple email systems, receive notifications, make comments, and sync calendars and activities all from one platform.

Your Digital Business Card is the most popular and modern networking tool available. Simply show others your QR code and they will instantly scan it. All your contact information and best links will be displayed on their phones. Simply tell them to text you and wait for the magic to happen. Your new real estate website will be ready in just minutes. This means you'll have specific links to share with buyers, sellers, investors or anyone else who might be interested. Websites are meant to showcase you, and that is what we have focused on. Websites sell agents, while agents sell properties. A property website allows you to showcase the property online at its best. Your property website will include all the assets, including 360 virtual tours, images gallery, videos, and more. Show your sellers how to professionally market their house.

BlackBerry apps for Android can help you improve your productivity. BlackBerry® gives your phone a productivity boost. BlackBerry® makes it easy to use your Android™, whether you need to integrate all your social notifications into one place, or create a smart Calendar. BlackBerry® Hub+ Inbox helps you stay organized. Inbox consolidates all of your email, calendar events, and social notifications from apps such as Facebook, WeChat and LinkedIn into one unified app. To receive notifications and respond from your watch, you can sync your BlackBerry Hub+ Inbox to Wear OS by Google devices. BlackBerry® Hub+ Calendar makes it easy to create and schedule appointments. You can quickly view your events in the Agenda, Day or Week view. You can also respond to invitations from the BlackBerry Hub+ Inbox. With just one tap, you can also call into meetings from your event reminder.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

Understanding how customers interact with your company is key to success. This allows you to quickly respond and adapt to their needs. Perch is the best tool for Customer Experience (CX), leaders and their coworkers across the enterprise to see the forest from the trees in order to increase market share, improve customer journey and increase market share. You can track key trends, virtual and human agent performance, customer behavior metrics, and other customer behavior metrics to pro-actively make changes to lower your customer acquisition cost (CAC), and increase customer lifetime worth (LTV). Answer your questions quickly and easily to help you understand what's happening, why it's happening and what to do. To increase conversion and retention, improve the customer journey and manage operations to improve agent productivity and customer satisfaction. Budget allocation for marketing campaigns and lead sources should be determined. To optimize contact rates, determine how to adjust your contact strategy by channel.

Manet allows to manage all information about your hotel. You can choose which details you want to add, modify, or delete at any time. You can also upload content and services related to the hotel or destination. Manet's tools, features and features enrich and simplify the stay of your guests. They have everything they need to make it memorable at every stage of their journey. Increase your contact with customers and improve communication! Manet allows hoteliers to communicate more effectively with their guests. This increases the likelihood of them booking, even before they arrive. Manet's personalization lets you promote your business and any additional services that are associated with it, maximizing your revenue.

Notes, appointments and follow-ups can be made automatically. Our Mailparser integration allows you to automatically enter leads. Book appointments online or by phone for new customers. Sync appointments with Google Calendar. Once you have set up your Google Calendar, all new appointments will automatically sync. With custom proposals, impress your clients. Cork makes it easy to create detailed proposals. Once you have completed an estimate, simply fill in the details and send it to the customer. Customers can sign contracts either on the spot or later via email. Electronic signatures can also be taken from a smartphone, tablet, or laptop. In combination with our online payment feature, estimators can eliminate the need to return to the house twice. Our job schedule will keep your business on track. Set a start/end date and assign a crew. Your crews will be able to see where they need.

Customers love experiences. All the data you need. You can create beautiful engagements that you can launch anywhere. No code required. Our experiences convert traffic from any device. They also capture data that allows for more sales. Customers are willing to give you their data. Your entire customer base can be used to capture their intentions, preferences, motivations, interests, and other information. Personalize your marketing with meaningful 1-to-1 communications. Ask customers to give you their data. Find out their motivations, preferences, and intentions. Only show them content, products, or offers that are directly relevant to their needs.

CxCRM offers flexible solutions for managing sales and the entire customer lifecycle. CxCRM is aimed at the Small and Medium Business segment, with a special focus on the customer's sales lifecycle. CxCRM is a tool that can be used for managing Leads, Contacts and Opportunities, as well as Accounts. Data synchronization tools are available to sync offline data into the online system, and vice versa. Its unique contact management system allows you to build a network of contacts quickly. Contact management and accessibility are highly flexible, secure, and can scale up to millions of contacts. J2EE technology is used to build the solution. J2EE allows for near linear scaling while keeping the Total cost of ownership to a minimum. Application is fully web-enabled and has role-based access control. These products are administered efficiently by tight security controls, audit logs, and configurable levels of logging.

SalesOptima is a great choice for any business or individual who doesn't require a complete CRM software program. Our web-based, fully integrated contact manager includes all the tools needed to manage a small business. Your homepage will provide easy access to all your contact information, so you can seamlessly manage your contacts and interact with them. It can be accessed from any computer or mobile device so you won't be left behind without the essential business information. Our Sales Optimization tools will allow you to do more work in a shorter time. SalesOptima allows you to create multiple web forms, collect data from your website, launch sales and workflow automation campaigns, among other things. You will have complete control over the time between workflow events so you can create and maintain custom sales, marketing, and customer service processes.

Automate your day to day business activities so you can concentrate on selling, not maintaining data. Intelligent collaboration and reminders will help you grow your business faster. Basic Online CRM works from prospect to customer, initial marketing to prospect to customer. With a personalized reminder feed, you can never miss a call-back. It is accessible directly from your portal dashboard or CRM homepage. Instantly see who is buying power and who is the contact within the same company. Only target those who matter to you. Our web-based CRM software is available on any device. It can be used at work, at home, or in a cafe. The basic online CRM includes the ability to add additional features to enhance your online contact management. The online CRM system adapts to your device so there is no need to download separate apps for mobile and tablet.

Cogmento offers free CRM, a cloud-based solution that automates sales force automation and customer relationship management. The world's best CRM software helps you convert leads into customers faster. You can quickly grow your customer base, find new customers, and close more deals from anywhere. You can quickly follow up with leads and identify key contacts. All details of sales are displayed in a customizable, comfortable view at the touch of one button. You can manage your pipeline and increase your sales team's efficiency. Every customer is supported on every channel. Personalize customer service, speed up cases, and provide support wherever you are. To help customers quickly, organize all your support channels and customer information onto a single page. This will allow you to route questions to the right agent and assign work based on expertise and availability. Engage your clients and build relationships. Personalize your email marketing and engage with influential social network marketing.

The best phone system that has its own CRM. The Phone System and international virtual numbers allow you to manage your calls. You can also organize your prospecting and manage customer relations with the intuitive Hybrid CRM (contacts, calendar, emails ). Predictive dialer can help you drive outbound campaigns and improve the performance of your sales prospecting team. Our Hybrid CRM connects agents to the best tracking tools to help them exceed their conversion goals. The Kavkom Call Robot's wide reach allows you to easily generate leads. You can lay the foundation for your sales team by sending targeted messages to millions potential customers. Use CRM tools to convert reactive customers.

A customer relationship management tool that allows businesses to manage their contact lists, schedule follow ups, keep notes, and much more. TOCA CRM's cross-platform functionality allows you to access your CRM from any device, anywhere and anytime. The mobile app for Android and IOS is available for both Android and IOS. Our app is the easiest to use CRM application. It's designed to maximize effectiveness without sacrificing efficiency. It will take you no more than 15 minutes to update clients' information. This application provides everything you could need. It's simple and clean. It is 100% mobile-friendly and allows you to access CRM software from anywhere in any part of the world. You can schedule callbacks in minutes, weeks, months or even years.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

Use integrations to connect Maple CRM with your website, landing page and other lead generation platforms. Automated lead assignment can be set up for your team based upon segment, subject matter expertise, or in a round-robin fashion. Automating workflows allows your team to focus on the work and not the supporting processes. Maple CRM allows you define the workflow, the stages and the conditions that must be met before moving to the next stage. This allows your managers and you to concentrate on your job rather than worrying about the accuracy of your team members. Maple CRM provides role-based access control and privileges that define the actions that can be done within the CRM system. Maple CRM supports user profiles to ensure that only the relevant features are granted to users. Multigroup access allows you to grant data/team-level access for multiple user groups/branches in your organization.

Cliky CRM, an AI-powered solution, is designed to streamline and smoothen your business processes. Its features are designed for a smoother customer experience and improved engagement. Deep insights and analytics are provided to make informed decisions. The AI-driven capabilities of the system enhance lead management and score, ensuring that a focused approach is taken to high-potential prospects. Cliky CRM is a powerful tool that helps businesses optimize their customer relationships. Its intuitive interface, automation tools, and reduced workload are all designed to make it easier to use. The calendar feature integrates directly into the software, allowing sales personnel to update appointments and simplify appointment coordination. It has an efficient lead management feature with automatic lead taping and assignment. This ensures leads are captured and distributed efficiently. The AI-enabled prediction and advanced lead scoring highlight high-potential prospects, improving sales focus

Cardina is a customer engagement solution that enables real-time, interactive support by allowing agents to visually guide users on their screens without requiring downloads or links. Its co-browsing technology enhances customer interactions by providing the ability to view, annotate, and control screens for faster troubleshooting. With built-in security features like data masking and seamless integration with existing tools, it ensures a smooth and secure user experience. Businesses using Cardina have reported significant improvements in issue resolution times and overall customer satisfaction. Designed for scalability, Cardina offers flexible pricing to accommodate companies of all sizes, from startups to large enterprises.

Simla.com is a multi-agent platform that helps you to convert your WhatsApp, Facebook and Instagram conversations with clients into sales and improves your customer service. Simla.com unites in a single window all your accounts in social networks and groups together all the dialogues from multiple channels. You won't lose clients or miss a single message anymore. The platform allows you to automate your work with chats: Launch chatbots, Create automated and instant answers, Automatically distribute dialogs between your sales managers, etc. Analyze your business, control the performance of your employees and build your precise customer database.

All the tools you need in a single platform. Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more. Automately message leads via voicemails, SMS, email, FB Messenger, and forced calls. Our built-in tools allow you to collect payments, schedule appointments, track analytics, and keep track of your data. HighLevel is a Full-Suite Platform for Agencies. The Platform includes a fully featured Page Builder to help you capture leads. You can create fully featured websites with custom menus using our intuitive platform. All you need to create high-performing, captivating landing pages in one place. You can capture leads via Surveys and capture forms. You can either integrate directly with our page builder, or embed them on one of your own websites. For many businesses, the first step is to request appointments and capture appointments. HighLevel has our own calendar application.

Generic CRM systems don't understand finance-specific issues like loans details, investments, and insurance. These fields are not available and they cannot report on them effectively. LinxCRM was designed by finance professionals. It "knows" finance. Privacy legislation can make normal web-based systems vulnerable. LinxCRM, on the other hand, keeps your client data completely under your control. However, LinxCRM allows remote access through a "private clouds" if necessary. We can't even access your data! You won't need multiple systems if your business covers more than one aspect. It will allow you to view each client's entire portfolio of loans and policies, as well as their properties. You will be able to see all Client records, as well as copies of any supporting documentation.

It's fast, simple, and accurate. You can scan business cards with your smartphone and save all data to your contact lists. Multilingual cards are also possible - BCR supports up three languages on one card. One tap and you can network and share your contact information. It takes only a few seconds to send an e-mail along with your digital business card. It's safe, secure, and hassle-free. Forget about card holders! All your contacts are stored in the cloud and synchronized across all your devices, so you can access them from any device, whether your smartphone, tablet, or computer.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

It is essential to focus on customer relationship management (CRM) in order to run a successful business. It is expensive to acquire customers. Therefore, it is important to build stronger and more lasting relationships with clients. MAP.CRM, a web-based software tool for customer relationship management and automation of sales force, is available. It allows you to track your prospects, leads, and opportunities. This allows you to concentrate on what is most important: building a relationship. Manage clients with multiple contacts, appointments, attachments, addresses, and other information. Flexible reporting system allows us create reports according to your specifications.

Get the intuitive customer relationship management system for 30 days free! All new events (phone calls and messages, meetings, etc.) that are connected to a contact or company can be easily logged. Further interaction can be planned using integrated tasks. It's also easy to create and manage customers. Existing customers can easily be imported from an old CRM system or Microsoft Excel. All scheduled actions can also be viewed in the "Calendar" and "Actions" lists. You can access your customer card by clicking a button in the 'Actions' window. This will allow you to find all the information that you need. The ability to sync the 'Calendar with other calendars (Google Calendars, Outlook calendars, iCalendars, etc.) makes it easier to work. It is easy to run multiple sales with one customer. You can create the tasks you need and assign them to another employee from the project window.

It is 100% cloud platform that uses the Google Cloud Platform's world-class quality standards. It is based on WebRTC technology and works with any operating system. It does not require VPN, consumes low bandwidth, and can be used for telecommuting. It allows you to communicate outgoing and incoming with customers via various channels, such as phone, mail, chat or SMS, email, chat, WhatsApp, SMS or web forms. You can communicate with your customers using the channels they prefer, as well as the ones that work best for you. We are an Omnichannel Contact Center Platform. This means that we can manage communication with customers via different channels. Customers and agents have a homogeneous experience. Different communications can also be linked in comprehensive business processes.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots

An integrated call tool that can be tailored for specific events will encourage your top contacts to take action. Filter and group contacts by activity, transactions or custom fields. You can enrich your existing contacts by adding social, consumer, and voter data from Third-Parties like FullContact. Filters can be created to automatically segment contacts into targeted drip or retargeting campaigns. Import existing contacts from Excel and Google Contacts. You can create custom user roles that grant specific permissions to control what users can see and do within your account. To help you achieve your goals, mobilize your network. Datrm.in helps professionals, campaigns, and non-profits build stronger relationships with their audiences and mobilize them for action. You can easily track online and offline contributions, make call lists, view call results in real time, and export your lists for compliance and mailing.