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Average Ratings 0 Ratings
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
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