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What is WeLevel?

WeLevel is an all-encompassing platform that leverages AI to advance marketing strategies and customer relationship management, empowering businesses to convert potential leads into loyal customers through a streamlined and automated approach. This platform offers a diverse array of lead capture tools, including social media management, a website chat widget, forms and surveys, along with features for scheduling appointments online. To keep leads engaged, it incorporates automated nurturing sequences, marketing communications through email and SMS, a unified inbox, a phone system with an autodialer, and efficient task automation. When it comes to finalizing sales, users can utilize a CRM that enhances visibility into the sales pipeline, simplifies invoicing and payment processes, oversees reputation management and reviews, and delivers integrated reporting and analytics. Moreover, the platform provides capabilities for developing websites and sales funnels, all designed to minimize disruptions in workflow and boost operational efficiency. With such an extensive suite of functionalities, WeLevel not only fosters business growth but also plays a significant role in nurturing enduring relationships between companies and their clients, ultimately contributing to long-term success.

What is Aurea CRM?

Manage every potential client, opportunity, and interaction throughout their experience with Aurea CRM — a comprehensive customer relationship management solution that also features integrated campaign management capabilities. Aurea CRM equips you to seamlessly implement customer engagement tools across your sales team, enhancing their effectiveness. Our platform encompasses all necessary functionalities for both sales and marketing, creating a centralized hub that presents a clear overview of team activities, sales pipelines, and critical performance indicators, which helps you prioritize tasks and make informed decisions. You can effortlessly access all pertinent information regarding customers and prospects from one location. With intuitive mobile tools, sales representatives can swiftly retrieve and update data while in the field. By refining your opportunity management tactics with data-driven insights, you can leverage relationship networks and identify the most promising leads within your sales funnel. Ultimately, this approach allows you to optimize your productivity and elevate your overall sales success, ensuring that your team is always in the best position to thrive.

Media

Media

Integrations Supported

Aurea FirstRain
SALESmanago
SOAtest
Taxi for Email

Integrations Supported

Aurea FirstRain
SALESmanago
SOAtest
Taxi for Email

API Availability

Has API

API Availability

Has API

Pricing Information

$999 per month
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

WeLevel

Company Location

United States

Company Website

welevel.net

Company Facts

Organization Name

Aurea

Date Founded

2012

Company Location

United States

Company Website

www.aurea.com/library/customer-relationship-management/

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

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

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