Crm Connect

Crm Connect

Verified

CRMConnect is a web-based customer relationship management platform. The flexible suite of applications includes tools to manage sales automation, field service, customer support, social CRM, call center, and channel management.  

With CRMConnect, companies can maintain a customer database, track opportunities in the pipeline, monitor to-do items, store documents, and send appointments to Google Calendar, as well as Microsoft Exchange Server, Outlook, and Office 365. The system also interfaces with MailChimp for email campaigns. Users have the ability to view customer data by segment through this cloud-based system. A full API tool set is available for market automation and survey capture.

CRMConnect is recommended to small companies in several industries, including pharmaceuticals, software, retail, consulting, and manufacturing; it is designed to be accessed easily for reps on the road. crmConnect is accessible from Internet-connected devices such as iPads, Windows tablets, smartphones, Macs, and PCs.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.crmaus.com.au

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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