Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Keep track of meetings, emails, calls, and internal notes all in one centralized system. You can easily store both generated and uploaded documents, ensuring that the entire history of collaboration is accessible in one location. This approach not only aids your own productivity but also enhances the service quality for your colleagues. Instead of forcing your organization to conform to the application, you can implement a customized solution that fits your needs. Tailor the forms to your specifications and utilize pre-existing solutions for efficiency. By sharing information centrally, you can significantly reduce the risk of duplication. Furthermore, information can be tagged and categorized for better organization. You can specify which details are essential for completion, and the recorded data can be filtered and compiled into detailed reports. This process allows you to gather insights for a deeper understanding of client preferences. Consequently, you can send out relevant quotes at the most opportune moments. Managing business relationships has never been more straightforward, making it easier to foster connections and drive success. With a streamlined system, you'll find your workflow significantly improved and more efficient than ever before.
Description
openCRX serves as your sophisticated private cloud solution, featuring cutting-edge customer relationship management (CRM), calendaring, and issue tracking capabilities, making it a premium open-source option. It is essential to identify and evaluate your core business processes and how they interface with the CRM application. This involves outlining functional requirements and recognizing opportunities for optimization and automation, along with understanding the systems and their interconnections. Establishing a shared terminology, documenting business logic, and crafting a tailored blueprint for success are crucial steps in developing a CRM solution that aligns with your business needs. At CRIXP, we possess the expertise needed to seamlessly integrate openCRX with all pertinent systems, and we will collaborate closely with your IT specialists to determine the most effective integration strategy for your specific environment. By doing so, we ensure that your CRM implementation is not only efficient but also fully aligned with your business objectives.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$27 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
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Helmdeck
Founded
2015
Country
Poland
Website
helmdeck.com
Vendor Details
Company Name
CRIXP
Founded
2003
Country
Switzerland
Website
www.crixp.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
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
Yes