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design 4.5 out of 5 stars
support 4.5 out of 5 stars

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What is Zoho CRM?

Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.

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

Manago AI
ARMember
Agendize
Binotel
Datto Workplace
Domo
Driftrock
Flowcart
Happilee
Helpwise
InterCloud9 Simple Messaging Solution
KudosHub Email Validation
Mailchimp
Prolaud
Replyify
Rocketseed
Singlebox
Stripe Revenue Recognition
Zoho Show
eLuminate

Integrations Supported

Manago AI

API Availability

Has API

API Availability

Pricing Information

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Version
Free Trial Offered?

Pricing Information

Contact Aurea for details about pricing

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/crm/

Company Facts

Organization Name

Aurea

Date Founded

2012

Company Location

United States

Company Website

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

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

Insurance CRM

Not specified

Lead Management

Campaign Management
Lead Capture
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Quote-to-Cash

Not specified

RFM Analysis

Not specified

Sales Force Automation

Call Management
Campaign Management
Channel Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Sales Forecasting
Territory Management

Sales Gamification

Not specified

Sales Performance Management

Predictive Sales Analytics
Reporting / Analytics
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Not specified

Categories and Features

CRM

Calendar/Reminder System
Mobile Access

Insurance CRM

Not specified

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