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What is retailCRM?

Explore how your team can optimize order management, enhance marketing strategies, and assess performance indicators effectively. All incoming requests are organized into a centralized list for operators to manage efficiently. Each customer is supported by a detailed communication record, no matter the medium of interaction. Automated triggers facilitate the assignment of responsibilities to team members, alert customers, and ensure their information is updated effortlessly. Operators enjoy a cohesive interface, which allows them to check inventory levels, produce invoices, or arrange deliveries without leaving the CRM. By aggregating customer data from multiple sources within the CRM, you can segment your database effectively based on that information. Deploy automatic strategies aimed at increasing repeat purchases while crafting personalized marketing initiatives targeted at specific groups. Interact with customers through messaging applications directly from the CRM platform, with easy access to historical interactions in just two clicks. Furthermore, orders can be initiated straight from CRM conversations, verifying product availability through the integrated catalog. This all-encompassing strategy not only boosts operational productivity but also cultivates robust customer relationships, paving the way for sustained business growth. Embracing this approach can lead to a significant competitive advantage in today's market.

What is My Stocks Portfolio?

Keep track of a range of assets like stocks, equities, funds, ETFs, currencies, and even private equity in the financial landscape. Effectively oversee your investment portfolios and assess their performance over designated timeframes, employing critical metrics such as realized and unrealized gains, daily price changes, total variations, and annualized returns. Stay updated with a constant flow of stock market news, including specific updates about each individual stock you monitor. Customize your news feed to feature updates from chosen international markets, which can significantly enrich your understanding. Seamlessly convert your stock portfolios into a single currency by utilizing real-time forex rates, enabling the smooth integration of stock quotes and holdings from various markets, all presented in your selected currency. Use pie charts to visualize the distribution of each stock within your complete portfolio for enhanced clarity. With support for multiple stock portfolios, you can easily track several stock exchanges, manage various portfolios, or compile extensive watchlists. This comprehensive strategy guarantees that you maintain a well-rounded perspective of your investments while ensuring you remain informed and in command of your financial decisions. Additionally, consider implementing alerts for significant market movements to further enhance your investment strategy.

Media

Media

Integrations Supported

Alfa-Track
Binotel
Bitcoin
CS-Cart Free
Calltouch
Carrot quest
CoMagic
Ethereum
Google Drive
Litecoin
MeaSoft
Ringostat
Roistat
SegmentStream
UseDesk

Integrations Supported

Alfa-Track
Binotel
Bitcoin
CS-Cart Free
Calltouch
Carrot quest
CoMagic
Ethereum
Google Drive
Litecoin
MeaSoft
Ringostat
Roistat
SegmentStream
UseDesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
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

retailCRM

Company Location

Russia

Company Website

www.retailcrm.pro/

Company Facts

Organization Name

Peeksoft

Company Website

peeksoft.co

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

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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