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Average Ratings 0 Ratings
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
Boost your revenue, cultivate customer relationships, and evaluate your performance with our award-winning CRM solution. webCRM is designed to assist your sales team with essential tasks by keeping a comprehensive record of daily activities, ensuring follow-ups are remembered, and efficiently generating call lists or targeted email campaigns. These capabilities are just a glimpse of the extensive features that grant you and your team additional time to focus on your customers. Sales representatives can now easily recall all necessary follow-ups, as the task management feature on the homepage consolidates daily to-dos. You can analyze data and create instant reports for your sales meetings, or utilize the analysis tool to tailor your email broadcasts effectively. Eliminate redundant tasks for both your sales and accounting teams, while seamlessly synchronizing data from your current ERP system with webCRM. The success of any new system hinges on its adoption, and webCRM is crafted by seasoned sales professionals who understand the needs of your team. With its user-friendly interface and robust functionalities, webCRM empowers your sales force to achieve their goals more efficiently.
API Access
Has API
No
API Access
Has API
No
Integrations
Blotout
No
Contractbook
No
Desktop.com
No
GetAccept
No
Hootsuite
No
Leadfeeder
No
Mailjet
No
Meltano
No
Microsoft Outlook
No
Tripletex
No
Integrations
Blotout
Yes
Contractbook
Yes
Desktop.com
Yes
GetAccept
Yes
Hootsuite
Yes
Leadfeeder
Yes
Mailjet
Yes
Meltano
Yes
Microsoft Outlook
Yes
Tripletex
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$23.00/month/user
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
No
Types of Training
Training Docs
Yes
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
AdvanTec Information Systems
Founded
1998
Country
United States
Website
www.advantecis.com
Vendor Details
Company Name
webCRM
Founded
2003
Country
Denmark
Website
www.webcrm.com
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
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
No
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes