Elements CRM

Elements CRM

Verified

Ntractive’s Elements CRM is a hosted sales automation system for small businesses that use the Mac OS. If you need a cost-effective, easy-to-use system to manage contacts and optimize sales efforts, this subscription-based, software-as-a-service solution should be on your shortlist. It can be used across a variety of industries including real estate, media, technology and advertising.

The low monthly fee includes unlimited users for the first 30 days and you get a couple hours of free training. After that, you get to choose the plan that works best for you and your sales team. A small company looking to more effectively manage leads and contact information, track communications and sales interactions, and set tasks for follow-up should evaluate Elements CRM. Our favorite features include the project management, document storage, invoicing and email integration functions.

If you’re a Mac enthusiast, you’ll love this software. It’s specifically designed to work on the Mac OS. The core of this system is the sales automation application, but Elements CRM also offers customer service, product configuration and customer analytics capabilities as part of the integrated suite. Salespeople are often on the go and need mobile access to their contacts, so we really like that you can access this CRM platform on your iPhone or iPod touch.

You can even add or edit contacts and send messages to other users. Finally, in addition to the free initial training and 30 days support, you can purchase a custom support plan if you need additional help after the initial setup. 


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.ntractive.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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