Azurepath

Azurepath

Verified

Azurepath offers small and medium-sized businesses a customer relationship management (CRM) and lead management platform with sales performance monitoring, forecasting capabilities and functionality for automating sales pipeline tracking.

The Azurepath platform automatically logs all sales emails and calls. Users can also send emails, place calls and navigate to an account’s website via single-touch actions. In addition, the system offers note-taking capabilities. With Azurepath’s Boomerang functionality, users can temporarily remove leads—leads automatically return to the lead list at a later date.

The system’s dashboard provides users with sales performance metrics, such as the accuracy of close date estimates, lead creation pace and pipeline totals versus previous weeks, months, quarters or years. In addition, it offers individual users the means to compare their account and lead trends to team averages.

Users can import CRM lead data and contact lists via a single step and export lead data to Excel. In addition, Azurepath offers an identical lead management user experience on PCs, laptops, tablets and phones.


Cloud Deployment: No
On-Premise Deployment: No
Website: http://www.azurepath.com

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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