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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Experience a comprehensive CRM platform that consolidates all the essential tools for effectively managing your business. This includes features for handling Contacts, Sales Agents, Opportunities, Tasks, Orders, Territory Management, and Advanced Reporting, among others. Whether you're at the office or on the move, you can oversee your operations seamlessly from a single location. Statistics indicate that the average business dedicates 68 hours each month to administrative duties; don’t let your organization be one of them. Integrate with Profi WebForm for streamlined contact submissions, Google for login and calendar synchronization, Whosms for SMS communication, Mailchimp for your email marketing needs, and Jabber for VOIP services. By assigning territories and product lines to various agents and companies, you can enhance the organization of your sales activities. Structuring your business according to regions and product categories can provide valuable insights. Who secured the most deals this month? Which products are the top sellers? Who are their buyers? With robust reporting capabilities, you will gain a clear perspective on how to elevate your sales strategies. Make informed decisions grounded in data, eliminating uncertainty from your business processes. In a competitive landscape, leveraging such insights can be a game-changer for your operational success.

Description

There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$15 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ProfiCRM

Founded

2015

Country

Romania

Website

www.proficrm.com

Vendor Details

Company Name

AdvanTec Information Systems

Founded

1998

Country

United States

Website

www.advantecis.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
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 

Product Features

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

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