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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Determine the IP address, geolocation details including country, region, city, and postal code, as well as the organization associated with each lead. Organize your sources and enhance your lead tracking capabilities through smart methodologies. With Facebook’s “Lead Ads” integration, you can eliminate the tedious process of downloading leads manually since Lead-IQ will seamlessly synchronize them to both your email and Lead-IQ account for streamlined management. Utilize advanced email tracking and analytics to discover if and when your prospects have engaged with your emails. You can also update your leads' statuses—such as not qualified, needs contact, needs quote, followed-up, quoted, awarded, spam, and others—and monitor their journey effectively. Optimize the management of your sales team with ease by either assigning leads to your sales representatives manually or through automated processes. Empower your sales reps to prioritize lead scoring, enabling them to concentrate on the most promising leads that can drive success. In this way, you can enhance overall efficiency and maximize your sales potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AIBASOFT

Founded

2017

Country

India

Website

www.aibasoft.com

Vendor Details

Company Name

Lead-IQ

Founded

2014

Country

United States

Website

www.lead-iq.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

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 Yes 
Prospecting Tools No 
Source Tracking Yes 

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