Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Maximize your productivity with our intuitive CRM at 8am, featuring a range of tools like shared contacts, notes, files, event calendars, tasks, reminders, and much more, all readily accessible! Our calendar view includes options for both private and public calendars, with the ability to manage single and recurring events, alongside tasks. The dashboard presents a streamlined overview of recent contacts, newly added notes and files, and a list of upcoming events and tasks. Each calendar in 8am now comes with an iCal link for seamless synchronization with your preferred calendar applications, such as Google Calendar or Outlook. Additionally, 8am has partnered with the smartQ workflow management tool, allowing you to display your smartQ tickets directly within the 8am calendar interface! You can also assign custom icons to events and tasks, starting with eleven options, with plans to broaden this selection. Our improvements to the contacts import feature from CSV and Excel files are noteworthy, as it now accommodates various name components, manages duplicates effectively, and even provides an option to reverse an import if needed! Moreover, you can enrich your projects by attaching SpiderScribe mind maps from brainstorming sessions and Firefly design screens from your graphic design endeavors, enhancing collaboration and creativity.
Description
Many individuals find it challenging to manage their responsibilities when inundated with a multitude of applications and browser tabs, all while notifications bombard them from every angle. Keeping track of countless emails and interactions can be overwhelming, especially when faced with the daunting task of completing numerous CRM forms. Rather than addressing customer issues, team members often spend their time trying to recall the last interaction with a client. With Contact Timeline, you gain immediate access to a comprehensive overview of each relationship, enabling you to engage with your clients while maintaining a personal connection. You can collaborate, assign tasks, and monitor progress—all without having to leave your inbox. Customers prefer a streamlined experience, and CIM ensures that everyone involved stays informed and aligned. Organize your contacts into specific groups and utilize a Get Things Done productivity approach to manage emails and discussions efficiently. The user-friendly interface allows you to access everything with just a single click. Additionally, with integrated email marketing capabilities, you can effortlessly send personalized messages to multiple customers at once, enhancing your outreach efforts. This seamless process not only improves efficiency but also fosters stronger connections with your clientele.
API Access
Has API
No
API Access
Has API
No
Integrations
5pm
Yes
Box
Yes
Dropbox
Yes
Firefly
Yes
Google Calendar
Yes
Google Drive
Yes
Microsoft Excel
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
smartQ
Yes
Integrations
5pm
No
Box
No
Dropbox
No
Firefly
No
Google Calendar
No
Google Drive
No
Microsoft Excel
No
Microsoft OneDrive
No
Microsoft Outlook
No
smartQ
No
Pricing Details
$18 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
8am Web
Country
United States
Website
www.8amweb.com
Vendor Details
Company Name
Relenta
Country
United States
Website
www.relenta.com
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
No
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
No
Search / Filter
No
Segmentation
No
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No