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Ratings and Reviews 0 Ratings
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What is OroCRM?
No matter if you function as a single-channel or multi-channel business in the B2B, B2C, or both domains, our open-source CRM software is crafted to meet a wide variety of business processes and requirements. With a robust set of features readily available, our CRM is specifically designed to improve conversion rates, increase sales, and enhance customer satisfaction significantly. You can track the advancement of Leads into Opportunities and observe how those Opportunities evolve into Customers. Understanding the customer journey is crucial for delivering a superior experience. We encourage you to watch our video for more in-depth information regarding our open-source CRM software. Leverage customer data, nurture relationships, and propel sales growth with the flexibility of our platform. Analyze and assess each stage of the customer experience thoroughly. Manage both qualified and unqualified leads efficiently, monitor open and closed opportunities, and evaluate customer achievements and setbacks to ensure accurate forecasting within your sales pipeline. Furthermore, our platform equips businesses with the tools to make informed, data-driven decisions that improve overall operational effectiveness. By harnessing the power of our CRM, companies can not only streamline their processes but also enhance their strategic planning and customer engagement initiatives.
What is CLMT (Client Lead Management Tool)?
CLMT operates as a robust client management solution tailored for tracking customer contact details, sales opportunities, and follow-up actions. Utilizing SharePoint as its backend framework and PowerApps for the user interface, it offers a seamless experience. The Contacts feature serves as the main database for all individuals linked to diverse companies, permitting the association of multiple contacts with a single organization. Users can efficiently sift through the Contacts list using various search criteria, including name, city, state, and country. Moreover, users have the option to create new contacts, edit existing ones, or delete them as necessary to maintain up-to-date information. The Companies section acts as the primary database for all enterprises, allowing users to search similarly to the Contacts feature, while also enabling the addition, modification, or removal of company entries. CLMT further empowers users by allowing them to classify leads into qualified and unqualified categories, thereby facilitating a focus on those with higher conversion potential, which streamlines the sales process. This holistic management system not only improves the customer relationship management experience but also equips users with tools to enhance their overall sales strategy and effectiveness.
Integrations Supported
HubSpot Operations Hub
InterWeave SmartSolutions
Logishop
Mailchimp
Mailchimp Transactional Email (Mandrill)
SaveMyLeads
Zendesk
dotdigital Engagement Cloud
Integrations Supported
HubSpot Operations Hub
InterWeave SmartSolutions
Logishop
Mailchimp
Mailchimp Transactional Email (Mandrill)
SaveMyLeads
Zendesk
dotdigital Engagement Cloud
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
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
OroCRM
Date Founded
2012
Company Location
United States
Company Website
www.orocrm.com
Company Facts
Organization Name
AIBASOFT
Date Founded
2017
Company Location
India
Company Website
www.aibasoft.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
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking