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What is DigitalCRM?
Optimize your entire workflow encompassing Lead Generation, Sales Management, Marketing, Forecasting, and Analytics to boost overall efficiency. You have the option to install CRM Software on your own web server, localhost, or an on-premises setup. Laravel is particularly well-regarded as the premier Open Source MVC web application framework. This platform can support an infinite number of users and records while allowing for effective administration role management. It is widely acknowledged as the most utilized and fully customizable Open Source CRM software on the market. This solution enables you to modify the CRM to suit your unique business requirements. Additionally, you can implement CRM Software at a lower cost, free from hidden fees or recurring monthly charges. By automating sales workflows within a single platform, you can effectively streamline processes from lead generation to closing sales, which allows managers to efficiently monitor and assess performance. Obtain a real-time overview of your entire sales funnel, encompassing reports, lead statuses, customer details, sales figures, and user information, all displayed on an engaging graphical dashboard. The Contact Manager feature allows for the organization and management of contacts, leads, accounts, customers, phone numbers, and emails in one centralized location, so essential information is never lost. This holistic strategy not only simplifies the management of data but also enhances teamwork, enabling your team to operate more collaboratively and productively, ultimately driving better business outcomes. With such tools at your disposal, your organization can focus more on growth and client relationships.
What is Cimmaron Mortgage Manager?
CRM solutions tailored for mortgage professionals come equipped with a diverse array of innovative marketing materials. You will find pre-designed drip campaigns that are immediately applicable, alongside two monthly newsletters designed to engage clients and referral partners effectively. Two-way text messaging enhances your communication with contacts, fostering stronger relationships. Cimmaron provides numerous ready-to-use eCards suitable for various occasions, ranging from birthdays to significant holidays. Additionally, you can create and distribute videos as part of your email marketing strategy. Co-branding in your marketing efforts is made effortless, allowing for collaborative branding opportunities. Performance tracking is simplified through metrics such as open rates, conversions, and click-through rates. A single user has the capability to oversee marketing efforts for an entire branch or even a larger organization. The software seamlessly integrates with all leading lead providers, predictive dialers, and other essential tools. You can establish custom business rules to streamline lead distribution and ensure the right leads reach the right people. Automated lead delivery notifications keep you informed on both desktop and mobile devices, while you can also set up shark tanks to automatically reallocate leads based on their response times. This comprehensive approach not only enhances efficiency but also maximizes the potential for business growth.
Integrations Supported
Calyx Point
Cloudvirga
Encompass
Sales Boomerang
API Availability
Has API
API Availability
Has API
Pricing Information
$1000
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
DigitalCRM
Company Location
United States
Company Website
digitalcrm.com
Company Facts
Organization Name
Cimmaron Software, Inc.
Date Founded
1999
Company Location
San Diego, CA, United States
Company Website
www.cimmaronsoftware.com
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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages