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What is involve.ai?

involve.ai presents a straightforward, no-code platform that effectively centralizes your disparate customer data into an all-encompassing early warning dashboard. This innovative solution empowers businesses to scale successfully without the necessity of hiring multiple Customer Success Managers or data analysts. By integrating all your disconnected information, you achieve total transparency into customer interactions, which in turn allows for an improved customer experience as you grow. The system also offers personalized action recommendations throughout the customer journey, guiding you in prioritizing which clients to engage with daily for a more proactive strategy. In addition, its sentiment analysis feature delivers accurate insights into customer well-being, helping to identify churn risks and potential upsell or cross-sell opportunities well in advance. Moreover, by utilizing historical data, the platform facilitates the creation of suggested segmentation and benchmarking practices, which are essential for pinpointing key leading indicators crucial to your business's prosperity. This holistic approach not only fosters a deeper understanding of customer needs but also positions your business for sustained success in a competitive landscape. Ultimately, harnessing this tool can significantly enhance your ability to meet and exceed customer expectations.

What is Spotler CRM?

Spotler CRM, which was previously known as Really Simple Systems, is a robust CRM solution tailored for expanding teams operating in the B2B sector. This platform equips your sales personnel with all the necessary tools to efficiently oversee prospects, customers, and sales processes, all while maintaining control over their strategic direction rather than being constrained by technology. Additionally, Spotler CRM features integrated email marketing tools and customer service modules, offering seamless accessibility from desktops, tablets, and smartphones. Designed for simplicity, the CRM allows for quick setup and user-friendly navigation, enabling you to train your team in just a matter of minutes, thereby allowing you to concentrate on scaling your business effectively. Furthermore, its versatility ensures that your team can engage with clients and manage tasks on-the-go, enhancing productivity and responsiveness.

Media

Media

Integrations Supported

Google Sheets
Domo
Jira
Looker
Salesforce
Snowflake

Integrations Supported

Google Sheets
ActiveCampaign
Chat Agents
Facebook
Google Docs
Integrately
KashFlow
Microsoft Excel
Microsoft Outlook
OneLogin
Sage Accounting
Stackreaction
Trello
Typeform
X (Twitter)

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$17.00/month
Free - $0
Starter - $17 per user per month
Professional - $33 per user per month
Enterprise - $50 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

involve.ai

Date Founded

2019

Company Location

United States

Company Website

www.involve.ai/

Company Facts

Organization Name

Spotler

Date Founded

2004

Company Location

The Netherlands

Company Website

spotler.com/en-gb/crm

Categories and Features

Churn Prevention

Not specified

Customer Engagement

Not specified

Customer Experience

Not specified

Customer Intelligence

Not specified

Customer Satisfaction

Not specified

Customer Service

Not specified

Customer Success

Health Score
Usage Tracking / Analytics

Upsell & Cross-Sell

Not specified

Categories and Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Recurring Appointments
Rescheduling
Two-Way Messaging

Construction CRM

Client Tracking
Forecasting
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Customer Engagement

Analytics
Communication Management
Community Management
Feedback Collection
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Trend Analysis

Customer Satisfaction

Analytics
Call Reporting
Complaint Monitoring
Feedback Collection

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Usage Tracking / Analytics
Win / Loss Analysis

Financial CRM

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Sales Tracking

Activity Dashboard
Alerts / Notifications
Call Logging
Comments / Notes
Custom Reports
Document Management
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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