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What is Shelf?

Shelf serves as a centralized and secure content library accessible to your entire team. As a comprehensive knowledge platform, Shelf boasts exceptional search functionalities. This knowledge base platform enhances team productivity and efficiency by offering robust search options, document tagging, file synchronization, sharing capabilities, content analytics, and a variety of additional features to support collaboration and information management. With these tools, teams can streamline their processes and improve overall performance.

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.

Media

Media

Integrations Supported

Amazon Connect
Dropbox
Five9
Genesys Cloud CX
Google Chrome
Google Drive
Kustomer
Mozilla Firefox
NiCE CXone Mpower
Salesforce Agentforce Service
Slack
Zendesk

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$30/mo
Plans starting at $30 a user per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

Company Facts

Organization Name

Shelf.io

Date Founded

2015

Company Location

United States

Company Website

www.shelf.io

Company Facts

Organization Name

Merlin Business Software

Date Founded

1974

Company Location

United Kingdom

Company Website

www.merlinbusinesssoftware.com/our-software/contact-management/

Categories and Features

AI Customer Service

Not specified

AI Knowledge Base

Not specified

Corporate Wiki

Not specified

Customer Self-Service

Not specified

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Document Management
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Enterprise Search

AI / Machine Learning
Faceted Search / Filtering
Full Text Search
Text Analytics

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Categories and Features

CRM

Not specified

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