Average Ratings 0 Ratings
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
Whether you operate as a single or multi-channel enterprise in the B2B, B2C, or both sectors, our open-source CRM software is designed to adapt to any business process or need. Equipped with a comprehensive array of features from the start, our open-source CRM is tailored to enhance conversion rates, boost sales, and elevate customer satisfaction. Monitor the progression of Leads into Opportunities and how those Opportunities transform into Customers. It's essential to comprehend the customer journey to deliver an exceptional experience. Take a moment to watch our video for further insights into our open-source CRM software. Utilize customer information, cultivate relationships, and drive sales growth using our adaptable platform. Scrutinize and evaluate every phase of the customer experience. Effectively manage both qualified and unqualified leads, keep tabs on open and closed opportunities, and assess customer successes and failures to ensure precise forecasting in your company's sales pipeline. Additionally, our platform empowers businesses to make data-driven decisions that enhance overall operational efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
HubSpot Data Hub
No
InterWeave SmartSolutions
No
Logishop
No
Mailchimp
No
Mailchimp Transactional Email (Mandrill)
No
SaveMyLeads
No
Zendesk
No
dotdigital Engagement Cloud
No
Integrations
HubSpot Data Hub
Yes
InterWeave SmartSolutions
Yes
Logishop
Yes
Mailchimp
Yes
Mailchimp Transactional Email (Mandrill)
Yes
SaveMyLeads
Yes
Zendesk
Yes
dotdigital Engagement Cloud
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
iPad App
No
Android App
No
Windows
Yes
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
No
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)
Yes
In Person
Yes
Vendor Details
Company Name
AIBASOFT
Founded
2017
Country
India
Website
www.aibasoft.com
Vendor Details
Company Name
OroCRM
Founded
2012
Country
United States
Website
www.orocrm.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
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes