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What is Charm CRM?

Develop a thorough comprehension of your interactions with both current and potential clients while minimizing the frequency of cold calls whenever feasible. You will consistently have access to an extensive record of your engagements, even as your contacts change roles or companies. The Placements module in Charm delivers the accuracy and flexibility needed to fairly compensate your consultants, maintain data quality, and provide crucial financial details to payroll and other applications. By doing so, you can eliminate the necessity of dedicating extra resources to transform data into actionable insights. As we integrate Charm into your organization, we will ensure you receive comprehensive reports that allow you to monitor your sales activities in real time. Innovative companies have long abandoned outdated methods for coding clients and contacts. With the tagging feature in Charm, you can categorize clients, contacts, and opportunities in various ways, which enhances your direct marketing initiatives and streamlines system searches and alerts, thus increasing the efficiency and effectiveness of your operations. This forward-thinking approach not only conserves time but also refines your marketing strategies, positioning you advantageously in a competitive market. Ultimately, adopting such a system empowers your team to make data-driven decisions and stay responsive to evolving client needs.

What is Captain Data?

Captain Data expertly manages your most ambitious sales and marketing initiatives by sourcing, refining, and automating data from more than 30 online platforms. This powerful automation solution guarantees that your marketing, sales, and operational teams receive the necessary support to scale even the most complex workflows effectively. You have the flexibility to choose a single app for simple automation tasks or combine several applications for more detailed processes. With a multitude of automation possibilities, ranging from straightforward tasks to intricate operations that link multiple applications, Captain Data covers all your needs. Its intuitive interface ensures that those without technical skills can easily navigate and utilize its features, leading to a smooth user experience. Additionally, Captain Data complies with application restrictions, skillfully managing the frequency of actions on social media platforms and adhering to API rate limits, so your automations operate seamlessly without constant oversight. Ideal for both small businesses and large enterprises, Captain Data equips you with essential tools to enhance your operational productivity. As you explore its capabilities, you'll discover innovative ways to streamline your workflows and drive better results.

Media

Media

Integrations Supported

Activepieces
Airtable
BI Book
Cargo
Dropcontact
Google
Google Sheets
Hunter
Icypeas
Instagram
La Growth Machine
LinkedIn
NeverBounce
Reply
Salesforce
Scalestack
X (Twitter)
lemlist

Integrations Supported

Activepieces
Airtable
BI Book
Cargo
Dropcontact
Google
Google Sheets
Hunter
Icypeas
Instagram
La Growth Machine
LinkedIn
NeverBounce
Reply
Salesforce
Scalestack
X (Twitter)
lemlist

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wizardsoft

Date Founded

2014

Company Location

Australia

Company Website

charm.wizardsoft.com

Company Facts

Organization Name

Captain Data

Date Founded

2019

Company Location

France

Company Website

www.captaindata.co

Categories and Features

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

Categories and Features

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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