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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Merlin provides users with an unlimited number of company and contact records, and in addition to the typical fields found in CRM systems, it offers around 40 customizable fields for tailored data storage and reporting. To enhance user experience, Merlin features a smart, dynamic menu that anticipates and displays the most relevant options based on the current page, eliminating the need for excessive navigation. Furthermore, the platform's fully integrated design ensures that all activities are logged against the corresponding contact, preventing data duplication and maintaining a comprehensive historical record. The Customer Relationship Management (CRM) module empowers a proactive sales team by automatically filling their calendars with appointments for upcoming periods, whether that be the next month, week, day, or a specified date range. This functionality also extends to your Accounts and Purchasing departments, aiding them in tracking payments and deliveries effectively. By streamlining communication and record-keeping, Merlin enhances overall operational efficiency.

Description

Merlin facilitates customer interviews on your behalf, transforming responses into meaningful and actionable reports. By asking tailored questions and providing personalized follow-ups based on prior answers, Merlin gathers more profound insights. Each session's key highlights are distilled to save you valuable hours weekly. To give you a comprehensive overview, Merlin tags recurring themes and categorizes data types. Furthermore, Merlin analyzes interviews in real time, identifying and ranking trends to support your decision-making process. Users have the flexibility to toggle between text and Merlin's advanced AI voice mode whenever needed. Seamlessly integrating with your existing tools, Merlin streamlines the workflow for your team. It also automatically organizes your users into essential personas, allowing you to manipulate and analyze the data according to those segments. This adaptability ensures that you can effectively address the unique needs of each user group.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Sepio No 
Slack No 
Snowflake No 
Zapier No 
Zendesk No 

Integrations

Sepio Yes 
Slack Yes 
Snowflake Yes 
Zapier Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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 No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Merlin Business Software

Founded

1974

Country

United Kingdom

Website

www.merlinbusinesssoftware.com/our-software/contact-management/

Vendor Details

Company Name

Merlin

Founded

2023

Country

United States

Website

talktomerlin.com

Product Features

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 

Product Features

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