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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
Google Workspace (G Suite) and Gmail users can create, manage, and share team address books (labels), from anywhere (Gmail or Google Contacts, etc.). .
You can define access permissions just like you would with a Google Doc.
- View Only
Edit
Delete permission
- Re-share
- Transfer of ownership
Access contact information shared with you anywhere in your workspace (Gmail/Google Contacts, Calendar/Mobile phones, etc. .
When you compose or receive email (such as with a CRM), you can see the senders and recipients information.
Email, Phone, Company, Job Title
- Notes added on to the contact
- Previous interactions with this contact
Shared Contacts for Gmail increases productivity for all Gmail users and Google Workspace users. It solves a major problem that Gmail, Google Workspace and G Suite do not address: i.e. The ability to share contacts with other people.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$0.99/user/month
Lite $0.99/user/month
Team $1.79/user/month
Business $2.59/user/month
Team $1.79/user/month
Business $2.59/user/month
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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
No
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
Gapps Experts
Founded
2011
Country
United States
Website
getsharedcontacts.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
No
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
No
Email Marketing
No
Group Management
Yes
Interaction Tracking
Yes
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No