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Description
Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.
Description
You can either enter your contacts manually or import them from existing sources, allowing the CRM to automatically align fields, identify duplicates, and rectify incorrect information, which simplifies the onboarding process. Moreover, the platform offers the ability to standardize your sales approach through workflows, sales scripts, and email templates, while also providing visibility into your sales pipeline and forecasts, making it easy to distribute sales resources across your team. Additionally, you can send mass emails to as many as 5,000 recipients daily and up to 150,000 monthly, execute drip campaigns, and effortlessly track metrics like open rates, click-through rates, and bounce rates to evaluate how well your campaigns are performing. The system also allows for the organization of essential documents that can be used in various workflows or specific scenarios, including call scripts, HR documents, PDF contracts, marketing materials, Excel files, and PowerPoint presentations, while utilizing over 100 tagging codes to streamline document modifications and save time. This comprehensive approach not only enhances productivity but also ensures that all team members have easy access to the necessary resources for their tasks.
API Access
Has API
API Access
Has API
Integrations
Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Salesforce
Integrations
Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Salesforce
Pricing Details
$10 per user per month
Free Trial
Free Version
Pricing Details
$59 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AppsForOps
Founded
2015
Country
Australia
Website
www.AppsForOps.com
Vendor Details
Company Name
UGRU
Founded
2011
Country
United States
Website
ugru.com
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Timeline
Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
