DigitalCRM Reviews

AI Sales Representative - Your Future Sales Agent May Not Be Human at All Transform your engaged website visitors into sales-ready leads without dedicating even a single working hour. Using our cutting-edge WebID + Person identification technology, we target the most engaged visitors on your site, focusing on those who can provide the greatest value to your sales initiatives. - Comprehensive Prospect Information: We collect 40 essential data points for each prospect, including their first name, last name, email address, and more. - Engaged Yet Unidentified: These prospects are actively researching online but haven't yet interacted with your sales team. - Key Position in the Sales Funnel: These visitors are well into your sales funnel, spending significant time on your crucial 'buying pages' while remaining anonymous, making them prime candidates for conversion into appointments. - AI-Powered Engagement: Our AI Sales Rep adeptly identifies and engages these visitors, encouraging them to show interest in your offerings. This entire process is automated, allowing your sales team to focus solely on the leads that are most likely to convert—your accessible opportunities. By harnessing AI, you can seamlessly convert your website visitors into leads that are ready for meetings, all while enhancing efficiency in your sales process.

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

Graphly has earned the distinction of being the premier reporting platform for Infusionsoft users, a recognition conferred by the founders of Infusionsoft themselves. Tracking performance tends to lead to improvements, and when both tracking and reporting are employed, the rate of enhancement often increases dramatically. Marketing Monitor allows users to scrutinize website traffic, keep track of changing lead sources, assess funnel conversions, make necessary adjustments, refine strategies, and repeat the cycle for continuous success. The sales capabilities permit tracking the performance of individual sales representatives, forecasting revenue, and analyzing both gross and net revenue metrics. Customer service features enable the assessment of net promoter scores, order fulfillment, enhancement of retention rates, and the guarantee of customer satisfaction. The Tag Funnel feature visually represents the number of contacts linked to specific tags over a chosen period, demonstrating the quantity of tags allocated to contacts during that timeframe. Furthermore, it monitors current trends in customer lifetime value over a specified duration and predicts adjusted revenue from active opportunities based on their respective stage probabilities. The platform also offers a holistic overview of appointments, notes, and tasks for each user, promoting comparisons among team members to boost overall productivity and accountability. In summary, Graphly equips Infusionsoft users with essential insights that foster growth and efficiency throughout various business operations, ultimately enabling them to achieve their goals more effectively. By harnessing these powerful features, businesses can streamline their processes and make data-driven decisions that lead to sustained success.