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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

Shelf is a secure central content library that can be used by your entire team. Shelf is a knowledge platform that offers the best search capabilities. Shelf is a knowledge base platform that helps teams become more productive and efficient through powerful search and document tag features, file sync, share, content analytics and many other features.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Connect No 
Dropbox No 
Five9 No 
Genesys Cloud CX No 
Google Chrome No 
Google Drive No 
Kustomer No 
Mozilla Firefox No 
NiCE CXone Mpower No 
Salesforce Agentforce Service No 
Slack No 
Zendesk No 

Integrations

Amazon Connect Yes 
Dropbox Yes 
Five9 Yes 
Genesys Cloud CX Yes 
Google Chrome Yes 
Google Drive Yes 
Kustomer Yes 
Mozilla Firefox Yes 
NiCE CXone Mpower Yes 
Salesforce Agentforce Service Yes 
Slack Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$30/mo
Plans starting at $30 a user per month
Free Trial Yes 
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 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 Yes 
Webinars Yes 
Live Training (Online) Yes 
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

Shelf.io

Founded

2015

Country

United States

Website

www.shelf.io

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

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management No 
Document Management Yes 
Electronic Signature No 
Information Governance Yes 
Mobile Access Yes 
Search Yes 
Version Control Yes 
Workflow Management Yes 

Enterprise Search

AI / Machine Learning Yes 
Faceted Search / Filtering Yes 
Full Text Search Yes 
Fuzzy Search No 
Indexing No 
Text Analytics Yes 
eDiscovery No 

Knowledge Management

Artificial Intelligence (AI) Yes 
Cataloging / Categorization Yes 
Collaboration Yes 
Content Management Yes 
Decision Tree Yes 
Discussion Boards Yes 
Full Text Search Yes 
Knowledge Base Management Yes 
Self Service Portal Yes 

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