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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Introducing Mobly, the ultimate mobile sales application that swiftly scans and enhances leads, logs contacts, and directly integrates activities into your MAP or CRM system. Unlike typical QR code scanners or badge readers, Mobly captures leads in various formats; whether you scan a badge, read a business card, or input a name, it efficiently generates a comprehensive lead profile in your CRM in real-time. Designed specifically for face-to-face networking, the app allows you to scan or search for anyone, ensuring that their information is instantly enriched into a complete contact profile. Every individual you capture through Mobly is organized based on the location of your encounter, making it easy to manage your connections. The app aggregates all pertinent contact details and social media profiles by utilizing its proprietary database, public resources, partnerships, and even human input. Once your event concludes, you can effortlessly export your scanned data from the application and import it into Mobly, ensuring that all your in-person leads are consolidated in one accessible location. Each lead is not only enriched with up-to-date contact information and social profiles but is also seamlessly synchronized with your CRM for optimal management. This makes Mobly an indispensable tool for anyone looking to enhance their networking experience and streamline their lead management process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Dynamics 365 No 
Pipedrive No 
Salesforce No 
Zoho CRM No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Dynamics 365 Yes 
Pipedrive Yes 
Salesforce Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
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 No 
Android App Yes 
Windows No 
Mac Yes 
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

Mobly

Country

United States

Website

www.getmobly.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 Capture

Business Card / Badge Scanning No 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications No 
Lead Nurturing No 
Lead Qualification No 
Lead Scoring No 
Online Forms No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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