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Average Ratings 1 Rating
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
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
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
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