Open source Customer Relationship Management application that is mobile, social, and gamified. We use a test-driven methodology for building every part of the application. This means you can create and maintain a custom-built CRM system or platform with the assurance that future updates are not going to break your installation. Head over to the forums to learn more
CRM or Customer Relationship Management is a system which aims at improving the relationship with existing customers, finding new prospective customers, and winning back former customers. This system can be brought into effect with software which helps in collecting, organizing, and managing the customer information. Implementing a CRM strategy is advantageous to both small-scale and large-scale business ventures. If you want to find out what are the benefits of using CRM for your business, then read further to know the key points.
One of the prime benefits of using a CRM is obtaining better customer satisfaction. By using this strategy, all dealings involving servicing, marketing , and selling your products to your customers can be carried out in an organized and systematic way. You can also provide better services to customers through improved understanding of their issues and this in turn helps in increasing customer loyalty and decreasing customer agitation In this way, you can also receive continuous feedback from your customers regarding your products and services. It is also possible that your customers recommend you to their acquaintances, when you provide efficient and satisfactory services.
By using a CRM strategy for your business, you will be able to increase the revenue of your company to a great extent. Using the data collected, you will be able to popularize marketing campaigns in a more effective way. With the help of CRM software , you can ensure that the product promotions reach a different and a brand new set of customers, and not the ones who had already purchased your product, and thus effectively increase your customer revenue.
A CRM system allows up-selling which is the practice of giving customers premium products that fall in the same category of their purchase. The strategy also facilitates cross selling which is the practice of offering complementary products to customers, on the basis of their previous purchases. This is done by interacting with the customers and getting an idea about their wants, needs, and patterns of purchase. The details, thus obtained will be stored in a central database, which is accessible to all company executives. So, when an opportunity is spotted, the executives can promote their products to the customers, thus maximizing up-selling and cross selling.
Following a CRM strategy helps in building up better communication within the company. The sharing of customer data between different departments will enable you to work as a team. This is better than functioning as an isolated entity, as it will help in increasing the company’s profitability and enabling better service to customers.
With the help of CRM, you will be able to understand your customer needs and behavior, thereby allowing you to identify the correct time to market your product to the customers. CRM will also give you an idea about the most profitable customer groups, and by using this information you will be able to target similar prospective groups, at the right time. In this way, you will be able to optimize your marketing resource efficiency. You can also be ensured that you don’t waste your time with less profitable customer groups.
Contacts / Engagement Score / Touchpoints / Email Archiving / Custom Lists / Organizations / Tasks / Events / Me Calendar / Shared / Calendars / Email Inbox (Mail Manager) / Related Comments / Tagging & Tag Cloud / Change History (global & record level)
Leads / Campaigns / Round-Robin Lead Assignment for Web forms / Opportunities / Sales Pipeline Forecasts / Quotes / Invoices / Tax Configuration
Products / Services / Pricebooks / Sales Orders / Payment Tracking
Twitter Integration / Capture Leads from Twitter / Social interactions with Leads & Contacts
Organization Hierarchy (Role) / Field Level Access Control (Profiles) / User Groups / Global Sharing Rules
Out-of-box Reports & Charts / Custom Tabular Reports / Custom Pivot Reports / Custom Charts / Custom Scheduled Reports
Documents / Google Drive / Dropbox / Document Upload - Max File Size
Direct messages / Calendar notifications
Direct messages / Calendar notifications
Free Monthly Email Campaigns Credits / Email Templates Library Customizable Email Templates / Auto-Responders / Email Opt-Out Image Storage / Subscriber Lists / List Segmentation / Regular Email Campaigns / Tracking Opens, Clicks, Bounces / Unsubscribe from specific Lists / Scheduled Campaigns
Outlook Contacts / Calendar / Email Sync / Google Contacts / Calendar Sync / SMS Integration / Google Drive / Dropbox /Digital Document Signing / Payment Systems / Shopping Carts / Quickbooks / Exchange Connector / Tally / Number of Extensions
Custom Modules / Custom Fields / Custom Layouts / Colors for Picklists / Print Templates / Logo / Customize Record Numbering / Terms & Conditions (Quotes/Invoices) / Multiple Currencies
BCC email to archive / Lead creation from Email / Contact creation from the Email / Opportunity creation from the Email / Organization creation from Email / Smart Alerts &Followup Rules / Push Notifications / Workflows Rules and Actions / Workflow Field Updates / Scheduled Workflows / Update Notifications (On-Save Alerts)
Web to Lead form / Web in Contact form / Web in Cases form / Web in Organization form / Web in Opportunity form / Web in Vendors form
Plivo / Twilio / Asterisk Integration / Click-to-Dial / Incoming Call Contact Popup / Call Logging / Call Audio Recording
Gmail sidebar for Chrome