Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Discover fresh leads from a vast reservoir of 36 million verified and updated contacts. Enhance your current CRM by adding new information and create tailored databases. YesData stands out as a premier business database, providing B2B sales leads to your CRM from over 3 million companies, complete with 36 million contacts, email addresses, and comprehensive company profiles. With YesData, you can swiftly uncover thousands of new leads and take immediate action. Utilize filters such as company name, job title, location, industry, and LinkedIn profile to seamlessly import your selected leads into your CRM. This platform allows for quick appending and enhancement of your existing data with just one click. You can also clean your contacts either individually or in bulk, ensuring that your customer information remains thorough and current. Gain immediate access to new customers and prospects, allowing you to focus on selling rather than laboring over the search for the right contact and the tedious process of manual CRM entries. By streamlining your lead generation process, YesData empowers you to maximize your sales potential efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

LinkedIn No 
Salesforce No 

Integrations

LinkedIn Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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) Yes 
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

YesData

Country

United States

Website

yesdata.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

Alternatives

Xapsys CRM Reviews

Xapsys CRM

Xapsys

Alternatives

Adapt Reviews

Adapt

Adapt.io
Clickback WEB Reviews

Clickback WEB

Clickback