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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Zendesk's CRM and Deals feature serves as a powerful sales tool that allows users to manage their sales pipelines directly within Zendesk Support, eliminating the need to purchase Zendesk Sell. This integration enables a seamless connection between customer service and sales activities, resulting in a cohesive and multi-channel platform. Below are some of the key functionalities of the application: - Capture sales leads straight from Zendesk Support tickets - Access a comprehensive history of each client's interactions - Consolidate all pertinent sales deal information in a centralized hub - Tailor and develop pipelines to align with your unique sales methodologies - Add product descriptions to enhance your deals - Incorporate various stages, details about products, and customer information - Define reasons for lost deals along with their respective categories - Automatically schedule the relocation of lost deals - Attach relevant documents directly to your deals - Generate analytical reports on reasons for lost deals, sales patterns, and additional insights - Enjoy a user-friendly interface that facilitates straightforward navigation and accessibility. With these features, your sales process can become more efficient and integrated with customer support.

Description

Onsite CRM serves as a comprehensive lead management tool aimed at streamlining your sales workflow, enhancing business insights, and driving success through advanced AI functionalities. Our versatile CRM system offers a broad range of customizable options tailored to meet your specific requirements. With a perfect blend of user-friendly design and robust capabilities, Onsite CRM ensures that its adaptable software can easily work alongside your preferred platforms, helping you to outpace your rivals. Broaden your outreach efforts, boost team productivity, and accelerate deal closures more effectively than ever. Experience increased clarity at every step of your sales pipeline while enhancing employee output throughout the entire process. Effortlessly connect with your reliable lead sources, and enjoy a quick one-click setup that allows you to hit the ground running right away. This all-in-one solution not only simplifies lead management but also empowers your team to achieve remarkable sales performance.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Kixie PowerCall & SMS
Zendesk

Integrations

Kixie PowerCall & SMS
Zendesk

Pricing Details

$6 per agent/per month
Free Trial
Free Version

Pricing Details

$99 per user per month
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

GrowthDot

Founded

2015

Country

Ukraine

Website

growthdot.com

Vendor Details

Company Name

OnSite CRM

Country

United States

Website

www.onsitecrm.com

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

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

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