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Average Ratings 1 Rating
Description
CLMT serves as an effective client management tool designed for monitoring customer contact information, opportunities, and follow-up activities. It is constructed with SharePoint as the backend and PowerApps for the frontend interface. The Contacts feature acts as the primary repository for all individuals associated with various companies, allowing for multiple contacts to be linked to a single entity. Users have the capability to search through the Contacts list using various criteria such as name, city, state, and country. Additionally, users can create new contacts, modify existing ones, or remove them as needed. The Companies section functions as the central database for all businesses, enabling users to search through the list using similar parameters as the Contacts feature. Users can also add new companies, update their details, or delete them from the system. Furthermore, CLMT allows users to categorize leads by separating qualified from unqualified prospects, and it helps prioritize leads based on their likelihood of conversion, ensuring a more efficient sales process. This comprehensive management system significantly enhances the overall customer relationship management experience.
Description
Highrise is a customer relationship management tool that helps individuals keep tabs on their interactions with clients while also overseeing the progress of deals and connections. Users can seamlessly import their contact lists from platforms such as Outlook, Gmail, and Excel. Additionally, Highrise allows for the inclusion of notes and remarks within each contact's profile. The platform also offers task management capabilities, enabling users to generate tasks, set reminders for various projects, and organize tasks by company, contact, or project. This comprehensive approach ensures that users can maintain effective communication and organization throughout their professional engagements. The user-friendly interface makes it easier for teams to collaborate and stay aligned on their goals.
API Access
Has API
No
API Access
Has API
No
Integrations
Agolix by Assessment Generator
No
Cayzu
No
Data Sentinel
No
Force24
No
Freshdesk
No
GetResponse
No
Gravity Forms
No
LiveAgent
No
NeverBounce
No
Pirsonal
No
Integrations
Agolix by Assessment Generator
Yes
Cayzu
Yes
Data Sentinel
Yes
Force24
Yes
Freshdesk
Yes
GetResponse
Yes
Gravity Forms
Yes
LiveAgent
Yes
NeverBounce
Yes
Pirsonal
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$24.00/month
starting price $24/month up to 6 users
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AIBASOFT
Founded
2017
Country
India
Website
www.aibasoft.com
Vendor Details
Company Name
Highrise
Founded
2014
Country
United States
Website
highrisehq.com
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
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
No
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
No
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes