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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.
Description
Saleswah CRM goes beyond being a contact management tool. Saleswah CRM is for you if you sell to other businesses, want to set targets, manage territories, have multiple touch points and decision-makers, or if your organization has many customer facing roles. Saleswah CRM is centered around the accounts (companies that you sell to) and contacts (employees). Upload, de-duplication, merge duplicates, tracking and grouping activity history against each is easy. Saleswah supports both "Line functions" and "Staff functions". Salespeople can be organized in a linear hierarchy. You can also have marketing people, call centre staff, and commercial people who do not have sales targets. Hierarchies are used to organize the line functions (sales). Hierarchies serve two purposes. Hierarchies serve two purposes. Two, to establish reporting relationships, approval rules, and other requirements.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Google Workspace
No
Microsoft 365
No
QuickBooks Online
No
Integrations
Google Workspace
Yes
Microsoft 365
Yes
QuickBooks Online
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$15/user/month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
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
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AdvanTec Information Systems
Founded
1998
Country
United States
Website
www.advantecis.com
Vendor Details
Company Name
Anwesha CRM
Founded
2009
Country
India
Website
anwesha.in
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
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes