Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
An integrated call tool that can be tailored for specific events will encourage your top contacts to take action. Filter and group contacts by activity, transactions or custom fields. You can enrich your existing contacts by adding social, consumer, and voter data from Third-Parties like FullContact. Filters can be created to automatically segment contacts into targeted drip or retargeting campaigns. Import existing contacts from Excel and Google Contacts. You can create custom user roles that grant specific permissions to control what users can see and do within your account. To help you achieve your goals, mobilize your network. Datrm.in helps professionals, campaigns, and non-profits build stronger relationships with their audiences and mobilize them for action. You can easily track online and offline contributions, make call lists, view call results in real time, and export your lists for compliance and mailing.
Description
There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.
API Access
Has API
Yes
API Access
Has API
No
Integrations
CiviCRM
Yes
Eventbrite
Yes
Facebook
Yes
Facebook Ads
Yes
Instapage
Yes
Mailchimp
Yes
Meta Ads
Yes
Microsoft Excel
Yes
OptinMonster
Yes
Twilio
Yes
Integrations
CiviCRM
No
Eventbrite
No
Facebook
No
Facebook Ads
No
Instapage
No
Mailchimp
No
Meta Ads
No
Microsoft Excel
No
OptinMonster
No
Twilio
No
Pricing Details
$250 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Flat Creek
Founded
2015
Website
www.datrm.in/
Vendor Details
Company Name
AdvanTec Information Systems
Founded
1998
Country
United States
Website
www.advantecis.com
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
Yes
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
No
Social Media Integration
No
Product Features
Sales Force Automation
Call Management
No
Campaign Management
Yes
Channel Management
No
Commission Management
Yes
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
Yes