Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
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ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.
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Sharper Agent
Introducing a versatile marketing suite that can be tailored for brokerages of any scale. This platform features automation tools designed to enhance agents' efficiency and productivity. It includes a professionally designed monthly newsletter to keep clients informed. Users can execute automated, multi-channel campaigns that encompass print, email, and phone outreach. The system allows for the association of various campaign elements, ensuring seamless transitions between them. It can automatically pull in contacts from over 25 different sources, such as Google, Zillow, and Realtor.com. Additionally, marketing efforts can be tailored based on the specific characteristics of new leads. With a focus on customization and reliability, this system adapts to your evolving needs while ensuring robust growth. Stand out with exclusive marketing templates that reflect your brand identity. The platform is designed to scale without interruptions, aiding in both the recruitment and retention of agents. It offers personalized branding options and in-depth reporting at an enterprise level. Pre-loaded with your company branding and logo, Sharper Agent equips agents with an extensive library of visually appealing postcards, flyers, greeting cards, guides, and mobile-friendly, video-enabled emails. Moreover, it simplifies the marketing of listings through MLS integration and effective list-building tools, allowing agents to reach their target audience more efficiently. This comprehensive solution ensures that your marketing efforts remain effective and impactful as your brokerage expands.
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Inogic Lead Assignment and Distribution Automation
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
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