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What is Trevion CRM?

Trevion CRM is a robust customer relationship management platform that equips businesses with the tools to efficiently manage leads, streamline follow-ups, track sales pipelines, and improve customer engagements all from a single user-friendly dashboard. It is specifically designed for sectors like Real Estate, Travel & Tourism, Education, and startups, simplifying routine sales and customer management processes significantly. The platform allows teams to effectively capture leads, organize contacts, automate workflows, assign tasks, monitor activities, and gain real-time insights through comprehensive analytics and reporting. By reducing manual efforts and enhancing visibility across the customer journey, Trevion CRM helps teams to act more promptly, improve efficiency, and achieve higher conversion rates. Prioritizing customer satisfaction, Trevion CRM is built for continual improvement with frequent updates and active feedback from users, ensuring that companies benefit from advanced features that foster long-term growth and operational effectiveness. In addition, its flexibility makes it an essential resource for organizations aiming to excel in increasingly competitive landscapes, ultimately contributing to their ongoing success and adaptation to market changes.

What is CRM.WebiShopi?

CRM.WebiShopi serves as an online tool for customer relationship management tailored specifically for B2B sales teams. This innovative platform efficiently organizes inquiries, customer data, contacts, and sales opportunities within a collaborative framework, offering customizable pipelines that can be viewed in either board or table formats. Teams have the functionality to assign lead ownership, create follow-up tasks, track deadlines based on lead complexity, and record interactions such as calls, visits, and notes. Moreover, the tool encompasses features for team task requests, adjustable fields and roles, email notifications, dashboards for tracking pipeline progress and team performance metrics, as well as options to import and export customer data in CSV format, including automation features that respond to changes within the pipeline. It is designed to support teams across diverse sectors, including trading, construction, real estate, healthcare, logistics, retail, and IT services. Organizations can utilize the platform free of charge for the initial year when establishing new workspaces, with a variety of paid subscription plans available that provide flexibility for monthly or annual billing. The user-friendly design of the platform not only fosters efficient collaboration among team members but also significantly enhances the overall management of customer relationships, making it an invaluable asset for sales teams. With its robust features and adaptability, CRM.WebiShopi is positioned to meet the evolving needs of businesses in today's competitive landscape.

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Integrations Supported

Integrations Supported

Gmail
Google Workspace

API Availability

API Availability

Pricing Information

₹499/user/month+18% GST,Yearly
Free Trial Offered?

Pricing Information

$5/user/month
New workspaces are free for the first year for up to 10 users. After that, the annual-billing rate is $60 per user per year ($5 per user per month equivalent); monthly billing is $6 per user per month.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Trevion CRM

Date Founded

2023

Company Location

India

Company Website

www.trevioncrm.com

Company Facts

Organization Name

TechBee IT & Designs LLC

Date Founded

2017

Company Location

United Arab Emirates

Company Website

crm.webishopi.com

Categories and Features

CRM

Not specified

Categories and Features

CRM

Not specified

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