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What is Semrush CRM?

Semrush CRM is a free, all-encompassing customer relationship management system designed specifically for digital marketing agencies, freelancers, consultants, and various service-based businesses. This platform streamlines client management, allowing users to juggle multiple projects at once while also creating and implementing effective sales and marketing strategies. By utilizing Semrush CRM, agencies can boost their productivity in attracting new clients while simultaneously maintaining the happiness of their existing ones. The system provides users with the capability to: - Merge sales metrics with details of client projects, - Assign specific clients to team members for better accountability, - Construct customer profiles that encompass vital information and contact details, - Make concise notes and set relevant statuses for each client, - Link to valuable resources associated with clients, enhancing engagement. Moreover, its intuitive design guarantees that all features are straightforward to navigate, making it an indispensable tool for any service-oriented business aiming to optimize their workflow. This seamless integration of functionalities not only promotes operational efficiency but also fosters stronger client relationships.

What is MeridianLink Engage?

As customer needs shift quickly in response to technological progress and an influx of new competitors, Engage equips Financial Institutions to meet the unique demands of every individual client effectively. This comprehensive solution for consumer lending, account oversight, and card marketing automation deepens your insight into customers by generating detailed profiles that highlight their specific desires and optimal timing. By facilitating revenue-driving opportunities across your organization, Engage enables you to target your audience with customized and relevant communications while tracking the impact on your financial success. Its advanced decision-making and marketing platform merges your internal data with external sources, alleviating the cumbersome tasks associated with IT data retrieval, organization, and manual marketing reports. Furthermore, it simplifies your operations and enhances the customer experience in your lending growth strategies by providing seamless integration with MeridianLink's Consumer loan origination software and MeridianLink Portal, ultimately nurturing stronger customer relationships and improving service delivery. This holistic approach not only boosts efficiency but also empowers your institution to adapt to changing market dynamics with confidence.

Media

Media

Integrations Supported

ConformX
Fintel Connect
SOLEX
Semrush

Integrations Supported

ConformX
Fintel Connect
SOLEX
Semrush

API Availability

Has API

API Availability

Has API

Pricing Information

Free
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

Semrush

Date Founded

2008

Company Location

United States

Company Website

www.semrush.com/crm/

Company Facts

Organization Name

MeridianLink

Company Location

United States

Company Website

www.meridianlink.com/products/engage/

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

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