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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
You can save contacts using various identifiers such as names or account numbers, and arrange them effortlessly through a drag-and-drop feature. Additionally, there's a straightforward process for uploading contact lists from .csv files without requiring any specific spreadsheet format, allowing users to select the columns they wish to include. Users can share their contact lists across different accounts and have the option to limit access to administrative features. Customization is key, as you can define allowable group sizes and utilize a translation tool. The system also supports offline message forwarding directly to email and can obscure personal information for privacy. A multi-chat window feature enhances usability, and lengthy messages sent to SMS devices are divided into manageable parts without any truncation. You can send and receive texts from any device capable of SMS, while a user-friendly messaging interface simplifies the addition and removal of temporary recipients, which is particularly advantageous for managing waiting lists. The setup process is quick and consists of creating, viewing, and editing contracts on a single page, along with additional fields for contact information. You can store customized canned messages, and there's a searchable and exportable log for messages. At the end of the day, you have the ability to delete all contacts, and a QR code is available for easy sign-up, making the entire experience seamless and efficient. This comprehensive system ensures that you can manage your contacts and communications with ease and flexibility.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$25 per month
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)
No
In Person
Yes
Vendor Details
Company Name
AIBASOFT
Founded
2017
Country
India
Website
www.aibasoft.com
Vendor Details
Company Name
Contact Wireless
Country
United States
Website
secure.txtpage.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
SMS Marketing
2-Way Messaging
Yes
Artificial Intelligence
No
Contact Management
Yes
MMS
No
Mass Texting
Yes
Message Personalization
Yes
Mobile Coupons
Yes
Mobile Keywords
Yes
Polls / Voting
No
Reporting/Analytics
Yes
Scheduled Messaging
Yes
Shortcodes
No
Text-to-Win
No