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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Our comprehensive management system includes features for tasks, appointments, SMS, email, and payment processing, designed to efficiently oversee your contacts. Non-profit organizations and membership-based businesses can greatly benefit from the ability to maintain ongoing communication and manage recurring charges. You can quickly organize, oversee, and monitor every facet of your contacts or customers. The system includes intake forms, web forms, quote management, invoicing, policy and sales tracking, as well as payment processing through ACH and credit/debit cards. Additionally, appointment reminders are sent via SMS and email to ensure you never miss an important meeting. Contact types can be categorized, allowing you to group them by type, and you can create custom contact lists for mass email or SMS campaigns, enhancing your outreach strategy. Furthermore, this robust system simplifies the administrative tasks that often consume valuable time, enabling you to focus on your core mission or business objectives.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CiviCRM Yes 
Eventbrite Yes 
Facebook Yes 
Facebook Ads Yes 
Instapage Yes 
Mailchimp Yes 
Meta Ads Yes 
Microsoft Excel Yes 
OptinMonster Yes 
Twilio Yes 
Zapier Yes 
iDONATEpro 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 
Zapier No 
iDONATEpro No 

Pricing Details

$250 per month
Free Trial Yes 
Free Version No 

Pricing Details

$9.99/month/user
Please check our website for package pricing and details
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 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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Flat Creek

Founded

2015

Website

www.datrm.in/

Vendor Details

Company Name

Voiie

Founded

2013

Country

United States

Website

voiie.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

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
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 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring Yes 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Alternatives

Alternatives

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