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CRM Lead Management Process – Best Practice

Were you ever ignored in a shop? The sales assistants too busy chatting or checking their phones to pay you […]

Shrivra Salonist

Salonist is an salon-focused CRM software solution that helps users to manage their salon from one place. The platform enables users to easily schedule the meetings with clients, tracks client information and communication histories, and is equipped with the tools to handle prepaid and postpaid payments as well as to determine related tax liabilities.

Salpo CRM

Salpo CRM is CRM software that allows users to create and utilize limitless fields, create tailored bolt-on modules and third-party integrations, and is designed to work as both a straight-forward sales tools as well as customized to satisfy any user- or company-specific requirements. The platform is equipped with a full set of CRM tools and functionalities, including email sync for synchronizing contacts and emails with any existing email systems already in place, synchronizes Office 365 and G-Suite calendars, and is equipped with opportunity management tools for managing sales pipelines.

Engage2Serve e2s Retain

e2s Retain is a CRM system that enables university staff to proactively support students, provides a 360 degree view of student information and statuses, and identifies any at-risk students in order to provide the support and assistance they need. The platform makes intervention tools available through everyday devices, as well as provides students with a mobile app for self-reporting, self-scheduling appointments, persona targeted information and career services.

Pike13

Pike13 is CRM software designed specifically to support businesses that focus on recurring services, automated payment processes, scheduling and client management. The platform is a mobile solution that enables users to manage client and customer check-ins and attendance tracking, billing and recurring payments, staff payroll, and reporting from mobile devices, as well as enables to create branded company apps that enable clients to manage their schedules, find upcoming activities, purchase plans and passes, and manage their own payment methods.

Olapic Creator Platform

The Creator Platform is CRM and CMS software that automates the management of ongoing influencer and influencer-created content, and is built to handle any size influencer network, large and small. The platform provides users with intelligence CRM functionalities and logistics engines, which centralize influencer relationships, contribute content and performance reporting.

Ellie Mae Encompass CRM

Encompass CRM is mortgage-focused CRM software that enables lenders to leverage automated, one-to-one marketing capabilities in order to capture and convert leads, develop and maintain customer relationships, and to ensure organizations remain compliant with CFPB regulations. The platform enables users to create and share detailed and tailored marketing campaigns for each customer or referral partner, automatically assigns prospects or customers to relevant campaigns, and provide borrowers with detailed home-financing analyses compared to current market conditions.

Axelor CRM

Axelor CRM is open source CRM software integrated within the Axelor ERP system, and is designed to manage the entire customer relationship management lifecycle. The platform helps users attract prospects and optimize prospecting processes, track opportunities, centralize data and manage all business relationships within a single system.

Drive Efficiency with Workbooks GatorMail

Your email marketing and CRM systems are much like your sales and marketing teams – each has a defined role in a shared objective for your business. They may touch the same group of people in different ways and at different times, and are most effective when they work together. Workbooks combines CRM and email marketing in one solution. Part of the Workbooks suite, Workbooks GatorMail is an advanced email marketing tool enabling you to easily and efficiently send targeted marketing messages via email to any mailing list. How complex, dynamic or automated you want the message to be is defined by you!

Generate New Business with Web Insights

Your business is always on the lookout for more leads to drive business growth. And like most organisations today, your website is probably a core element of your marketing strategy. But we all know that only a small percentage of your website visitors will actually make contact with you – many just look around and then leave.