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Average Ratings 0 Ratings
Description
MOGO CRM is a mobile-centric customer relationship management platform that offers a full suite of CRM features, including Sales, Service, Time Management, and Purchase Requisitions, accessible directly on users' mobile devices. Users can seamlessly send emails, text messages, and make calls while also accessing recent conversations and scheduling appointments. The platform enhances personalized selling by automatically showcasing details on social media profiles. After completing calls, whether inbound or outbound, users can easily log the conversation and add relevant notes for future reference. MOGO keeps users informed by providing alerts about the current stage and weighted potential of deals, which helps to speed up the closing process. Additionally, the commission potential serves as a strong incentive for sales executives. It supports the management of various channels, including Web, Email, Facebook, LinkedIn, Bing, Google AdWords, and more, allowing for a comprehensive approach to customer engagement. Furthermore, users have the capability to invite third-party vendors, such as digital content providers, to enhance their service offerings. This combination of features fosters a more efficient and organized sales environment.
Description
Efficiently manage your leads by keeping track of phone conversations, meetings, notes, and tasks to swiftly evaluate their potential. For every opportunity, it's crucial to understand its current phase, the individuals involved, the progress made, and the probability of closing successfully. Accurately forecast what your sales figures will represent in the coming week, month, and quarter. Tailor your Sales Pipeline to suit your needs by adjusting the number of stages in the sales cycle and determining the likelihood of closure for each stage. Instantly access comprehensive reports detailing the collective activity levels of each sales representative, including their meetings, notes, phone calls, and any specialized forms utilized. Set up notifications for deals that haven't been updated within a specified timeframe to ensure nothing falls through the cracks. Inspire your sales team by displaying their real-time commissions on each deal, fostering a competitive yet collaborative environment. The robust dashboard offers a quick glance at upcoming activities and essential performance indicators for your team, ensuring you stay informed about their progress and effectiveness. This comprehensive approach not only optimizes sales processes but also empowers your team to achieve their targets efficiently.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$9.99 per user per month
Free Trial
No
Free Version
Yes
Pricing Details
$12.00/month/user
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Mogo CRM
Country
United States
Website
mogocrm.com
Vendor Details
Company Name
Upvise
Founded
2008
Country
Singapore
Website
www.upvise.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No