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Ratings and Reviews 0 Ratings
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What is Merlin CRM?
Merlin offers users limitless access to company and contact records, alongside approximately 40 customizable fields for personalized data management and reporting, in addition to standard CRM fields. To improve user interaction, it incorporates an intelligent, dynamic menu that predicts and showcases the most pertinent options relevant to the current page, thereby reducing unnecessary navigation. The platform’s seamless integration guarantees that every action is recorded against the appropriate contact, effectively preventing data redundancy and preserving a thorough historical account. The CRM module equips a proactive sales team by automatically populating their calendars with appointments for future periods, be it for the next month, week, day, or a designated date range. This capability also supports the Accounts and Purchasing departments, facilitating efficient tracking of payments and deliveries. By optimizing communication and record management, Merlin significantly boosts overall operational efficiency, ensuring that all teams work in harmony towards common goals. Ultimately, this comprehensive approach enables businesses to operate with greater agility and responsiveness in an ever-evolving market landscape.
What is Merlin Business Intelligence?
In light of this, Merlin offers three unique phases of Business Intelligence that cater specifically to your requirements, guaranteeing that you obtain the most current information precisely when needed. The standard Merlin package features the Listings tool, which provides an essential reporting function that allows users to view data on-screen or export it to Excel for effortless access to up-to-the-minute reports. For individuals desiring more extensive insights, Merlin Analytics delivers advanced business intelligence and distributor analytics customized for the manufacturing, distribution, wholesale, and merchant industries. You maintain control over your data, which is presented in a way that best meets your preferences! Additionally, all Merlin Dashboards are fully customizable, allowing users to focus solely on the information that matters most to them and their teams. Although Listings are crafted for simplicity and easy management, Merlin will also provide several predefined listings during the initial setup to facilitate a smooth start. This all-encompassing strategy guarantees that you can make well-informed decisions grounded in the most pertinent data at your disposal. Ultimately, with Merlin, you are equipped to navigate your business landscape with confidence and clarity.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
Merlin Business Software
Date Founded
1974
Company Location
United Kingdom
Company Website
www.merlinbusinesssoftware.com/our-software/contact-management/
Company Facts
Organization Name
Merlin Business Software
Date Founded
1974
Company Location
United Kingdom
Company Website
www.merlinbusinesssoftware.com/our-software/business-intelligence/
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
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics