Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The options on the market were not only expensive but also featured complexities that did not align with the organization's actual needs. Additionally, the implementation of the CRM typically required the assistance of an external consultant, making it even more challenging for users to navigate effectively. Essential features include the ability to highlight critical messages from both potential and existing clients, alongside a robust search function that allows for swift retrieval of previous communications. Calendar integration is crucial for providing a comprehensive overview of upcoming appointments and sales engagements. It is vital to access the most relevant data and insights necessary for performing your duties efficiently. Reporting should enhance understanding and not add confusion, as we strive to make sales metrics not only clear but also actionable and conducive to generating new ideas. With a quick glance, users can identify their last interactions with clients and ensure follow-ups are scheduled to maintain strong relationships. Furthermore, when a new team member comes on board to assume responsibility for an account, transferring all past communications and activities becomes a straightforward and smooth process, ensuring continuity and client satisfaction. Ensuring ease of use and clarity in communication tools is essential for fostering a productive work environment.
Description
What sets KEI CRM software apart from its competitors is its bespoke nature, allowing for swift and effortless customization tailored to your specific requirements. You won't have to navigate this process alone; for a competitive fee, simply outline your desired functionalities, and our team will implement them for you. You can immediately take advantage of its features through a Free Trial, allowing you to experience its benefits firsthand. KEI CRM enhances your marketing strategies by effectively utilizing your existing customer data—such as contact details, emails, and financial records—to create a streamlined resource for targeted communications with both current and potential clients. This leads to improved customer interactions, as the automated messaging feature notifies clients the moment you receive their messages. Additionally, our Document Management system, a crucial component of KEI CRM, organizes your customer files by date, eliminating the need to sift through paper records. Ultimately, this innovative approach not only saves time but also enhances overall efficiency in your business operations.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$40 per month
Free Trial
Yes
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
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Evolved Metrics
Founded
2015
Country
Canada
Website
evolvedmetrics.com/crm/
Vendor Details
Company Name
KeiWare Software Applications
Founded
2011
Country
Canada
Website
www.keiwareapplications.com/Home/KeiCRM
Product Features
Construction CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
No
Sales Management
No
Scheduling
No
Time Management
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
Home Builder
Accounting Management
No
Bid Management
No
CRM
No
Contract Management
No
Job Costing
No
Job Scheduling
No
Permit Management
No
Quotes / Estimates
No
Subcontractor Management
No
Supplier Management
No
Warranty / Service Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No