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ease
features
design
support

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Description

Essentials provides a comprehensive application that combines sales and customer support functionalities. Imagine having an assistant that can scale to meet your every need — times a thousand. Centralize all your customer information within a single platform. Monitor your sales journey from the initial call to the final deal seamlessly. Assist your clients through various channels such as phone, web chat, social media, and email. Manage your business operations directly from your smartphone. Create dynamic reports and dashboards to display important business metrics in real time. Additionally, integrate with familiar tools, such as Dropbox and DocuSign, to streamline your workflow even further. This all-in-one solution ensures you stay connected and efficient while managing customer relationships and sales processes.

Description

Effortlessly import leads from numerous platforms such as Zillow, FlexMLS, IDXBroker, and iHomefinder, while also having the ability to respond to inquiries with tailored text and email communications. Seamlessly integrate your email accounts from providers like Gmail, Outlook, Yahoo, Hotmail, and Office 365, along with incoming calls and text messages into iMaxCRM. Cultivate your potential clients through automated, customized emails designed to engage them effectively. Keep all your tasks centralized for efficient follow-ups. Establish rules that automatically delegate leads to your agents for timely responses. iMaxCRM stands out as the first CRM to introduce an Open House App, accessible through both the Apple App Store and Google Play. Moreover, our mobile application is designed to assist agents in staying organized while on the move. This unique feature within iMaxCRM enables you to create personalized videos for direct communication with your customers, eliminating the need for any extra software purchases. With iMaxCRM, managing your client relationships has never been easier or more efficient.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ABBYY Business Card Reader
Bombora
CA Flowdock
Docubee
Gmail
GoAnywhere MFT
Google Workspace
Jointl
Magento
MyHub Intranet Software
Ohmylead
Phrase Localization Platform
SMS-Magic
Salesforce Anywhere
Salesforce Customer 360
Stackreaction
Wufoo
Zapier
iM3 Supply Chain Management Suite

Integrations

ABBYY Business Card Reader
Bombora
CA Flowdock
Docubee
Gmail
GoAnywhere MFT
Google Workspace
Jointl
Magento
MyHub Intranet Software
Ohmylead
Phrase Localization Platform
SMS-Magic
Salesforce Anywhere
Salesforce Customer 360
Stackreaction
Wufoo
Zapier
iM3 Supply Chain Management Suite

Pricing Details

$25 per user per month
Free Trial
Free Version

Pricing Details

$39 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/solutions/essentials/

Vendor Details

Company Name

Cendance Systems

Country

United States

Website

imaxcrm.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Alternatives

Alternatives

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