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Description
Gain a comprehensive understanding of your engagements with both existing and prospective clients, and avoid unnecessary cold calls whenever possible. You will always have access to a detailed history of interactions, even as your contacts transition to different companies or roles. The Placements module in Charm offers the precision and adaptability required to effectively compensate your consultants, ensure data integrity, and supply essential financial information to payroll and various applications. Eliminate the need to allocate additional resources for converting data into useful insights. As we implement Charm within your organization, we will guarantee that you receive the necessary in-depth reports to oversee your sales activities in real time. Forward-thinking businesses have moved past outdated client and contact coding methods long ago. With Charm’s tagging feature, you can classify clients, contacts, and opportunities in multiple ways to enhance your direct marketing efforts and streamline system searches and notifications, making your operations more efficient and effective. This innovative approach not only saves time but also optimizes your marketing strategies, ensuring that you stay ahead in a competitive landscape.
Description
Gather essential details about your clientele by consolidating all your contacts in a single platform. Link your accounts with LinkedIn and various social networks to effortlessly gather important insights. By collecting the necessary customer data, you can gain valuable perspectives. Organize your contacts based on all available information to ensure you never overlook a conversation. Communicate effectively with the right individuals at the optimal moments, enhancing your communication quality while saving time with automation. Engage in real-time discussions and facilitate information sharing among your team. Foster stronger relationships with your clients through consistent communication. Simplify the management of your business relationships by having all your customer interactions accessible in one location. Quickly access everything you need, including an overview of your recent conversations. Utilize various lists to maintain organized discussions and streamline your communication process further. This approach not only enhances efficiency but also contributes to a more structured way of managing customer relationships.
API Access
Has API
API Access
Has API
Integrations
Facebook
GA Connector
Gmail
LinkedIn
X (Twitter)
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$8.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Wizardsoft
Founded
2014
Country
Australia
Website
charm.wizardsoft.com
Vendor Details
Company Name
InStream.io
Founded
2015
Country
Poland
Website
www.instream.io
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking