Merlin CRM Description

Merlin provides users with an unlimited number of company and contact records, and in addition to the typical fields found in CRM systems, it offers around 40 customizable fields for tailored data storage and reporting. To enhance user experience, Merlin features a smart, dynamic menu that anticipates and displays the most relevant options based on the current page, eliminating the need for excessive navigation. Furthermore, the platform's fully integrated design ensures that all activities are logged against the corresponding contact, preventing data duplication and maintaining a comprehensive historical record. The Customer Relationship Management (CRM) module empowers a proactive sales team by automatically filling their calendars with appointments for upcoming periods, whether that be the next month, week, day, or a specified date range. This functionality also extends to your Accounts and Purchasing departments, aiding them in tracking payments and deliveries effectively. By streamlining communication and record-keeping, Merlin enhances overall operational efficiency.

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Merlin Business Software
Year Founded:
1974
Headquarters:
United Kingdom
Website:
www.merlinbusinesssoftware.com/our-software/contact-management/

Media

Merlin CRM Screenshot 1
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Product Details

Platforms
Web-Based
Android App
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support

Merlin CRM Features and Options

CRM Software

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

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