Home > Softwares > CRM Offerings > CRM Software > Clevertim

Clevertim

Name: Clevertim
Rating: 4.5 (2 reviews)

By Clevertim

984 Interested

Highlights : About Clevertim

Sales opportunity management

Case management

Task planning

Third party integration

About Clevertim

Clevertim is a contact management and CRM (customer relationship management) solution for small sales, marketing or support teams. The solution enables teams to collaborate on sales opportunities, customer cases and keep track of all customer interactions. With Clevertim, all customer contact information and details of customer interactions are stored one place and visible to all of the team. A record of all interactions is kept and attached as a note to each customer profile, ensuring that no communications are forgotten about. Updates, notes and lead status changes are visible to all members of the team in real time. Users can define their own custom fields for contact, company, case and opportunity information and in doing so, customize Clevertim for their business. Clevertim's email dropbox feature enables users to forward emails received from contacts to their email dropbox, where they're automatically attached as notes to the corresponding contacts. Furthermore, Clevertim stores all data in the cloud and backs it up twice daily.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Sales opportunity management

Case management

Task planning

Email integration

Contact database

Third party integration

Opportunity management

Lead assignment

Assignment management

File management

Extensible architecture

Customer database

Benefits

Store all contacts, accounts and their entire interaction histories - emails, notes, quotes and proposals - in one place for everyone in the team to access at any time.

Store all files online, attached to the relevant case, contact or opportunity. Files can be organized via a Windows Explorer-like interface.

Organize meetings, follow-ups and reminders for each contact or opportunity and assign and track the work done by each member of the sales team.

Virtual folders - called cases - can be used to track customer requests, inquiries, and complaints as well as for internal mini-projects such as hiring and events.

Clevertim integrates with hundreds of third party applications via Zapier.

Recommended Product

Social Media Premium Package

Features: 30 High Quality Postings 3 Social Media Platform

Website Design Standard Package

Features: Linking 30 to 50 static pages. Call to Action feature.

Diginyze Standard Cloud

Features: Upto 500 products Listing 24/7 Chat BOT support.

ECommerce SEO Gold Package

Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results

SEO Advance Package

Features: Upto 200 Keyword Optimization ROI-Driven SEO