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What is ProfiCRM?

Discover a holistic CRM platform that integrates all the vital tools necessary for the efficient management of your enterprise. This platform encompasses functionalities for managing Contacts, Sales Agents, Opportunities, Tasks, Orders, Territory Management, and Advanced Reporting, among various other features. Whether you are stationed at your desk or traveling, you can effortlessly monitor your business activities from a unified dashboard. Research shows that businesses typically spend around 68 hours per month on administrative tasks; ensure your organization doesn’t fall into that trap. You can connect with Profi WebForm for easy contact submissions, utilize Google for seamless login and calendar integration, employ Whosms for SMS interactions, tap into Mailchimp for email marketing, and use Jabber for VOIP communications. By delegating territories and product lines to different agents and firms, you can significantly streamline your sales operations. Organizing your business by regions and product categories not only enhances efficiency but also offers crucial insights. Who has clinched the most deals this month? Which products are leading in sales? Who are the buyers behind those purchases? With powerful reporting features, you will acquire a comprehensive understanding of how to refine your sales tactics. Making decisions based on accurate data will help eradicate uncertainties from your operational approaches. In today’s competitive market, harnessing such insights can truly transform your business's performance and drive significant growth. Taking advantage of these capabilities might just be the key to staying ahead in your industry.

What is EasyTerritory?

Effortless territory mapping for sales and field service within Dynamics 365, Power BI, and Excel is made possible through our highly-rated solution available on Microsoft AppSource. EasyTerritory is recognized as the leading web-based mapping software tailored for the management of sales territories, planning service capacity, and delivering geospatial business intelligence, all seamlessly integrated with Microsoft Dynamics 365, Excel, and Power BI. Even for those who do not use Dynamics 365, EasyTerritory provides flexibility by also supporting Excel, Power BI, and SQL Azure. This robust tool finds application in diverse industries such as logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our goal is to alleviate the complexities involved in territory mapping and management. With EasyTerritory, sales managers can effortlessly create and modify territories for their representatives through an interactive map, which not only boosts operational efficiency but also aids in strategic planning. Consequently, organizations are better equipped to optimize their resources, ultimately enhancing sales performance and driving growth. By streamlining these processes, businesses can focus more on their core activities and less on administrative tasks, leading to improved overall productivity.

Media

Media

Integrations Supported

Integrations Supported

Azure IoT Hub
Azure SQL Database
Dynamics 365 Field Service
Microsoft Dynamics 365
Microsoft Dynamics 365 Marketing
Microsoft Excel
Microsoft Power BI

API Availability

API Availability

Pricing Information

$15 per month
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

ProfiCRM

Date Founded

2015

Company Location

Romania

Company Website

www.proficrm.com

Company Facts

Organization Name

EasyTerritory

Date Founded

2015

Company Location

United States

Company Website

www.easyterritory.com

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Sales Planning

Not specified

Territory Mapping

Not specified

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