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Salpo Software
Salpo Software

Salpo Software

By Salpo Technologies Ltd


  •  1039 Interested

Highlights : About Salpo Software

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Contact management

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Email Templates

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CRM & Sales Dashboards

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Workflow Management

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Supplier Management

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Access Controls/Permissions

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Form Builder

About Salpo Software

Salpo is a cloud-based customer relationship management solution catering to small and medium-sized businesses across multiple industries such as telecommunication, manufacturing and financial services. The solution offers native mobile applications for iOS and Android devices. Salpo automatically stores emails, calls, and notes for individuals and projects. The solution offers mobile features for viewing and updating contacts, scheduling communications and monitoring customer activity. Managers can create a custom template or choose from predefined templates for customer communications. The dashboard provides the administrator a view of scheduled and due communications along with recent activities of employees. Custom reports can be generated for analysis of data using various graphs and charts. The solution offers integration with MailChimp, Zapier, Xero and Emma. Salpo offers services on a monthly subscription basis and customer support is available via phone, email, online inquiry form and an online knowledge base.

Specifications

  Business Size
Small
  Deployments
Cloud
  Language Support
English
  Platforms

Product Details

Features

Contact management

Custom fields

Multiple field types

Filtering

Connections mapping

Task scheduling

Notes

Email reminders

Call scheduling

Opportunity overview

Email auto-upload

Action scheduling

Linked contacts

Email synchronization

File storage

Communication history

Status tracking

Relationship definition

Search functionality

Customer segmentation

Automatic Reminders

Automatic Notifications

API

Contact database

Customizable Reporting

Customizable Templates

Data Import/Export

Reporting & Statistics

Contact History

Benefits

Automatically generate email reminders

Users can schedule tasks and calls to automatically generate email reminders, and notes, scheduled actions, and emails can be linked to specific opportunities in the opportunity overview.

Custom data fields allow users to capture information that is not covered by standard fields, but still relevant to their business

GDPR solution built in allowing tracking of consent, plus automated portal and bulk email capabilities (available as an add-on)

Images and documents can be stored in the system, and linked to individual contacts, giving users direct access to relevant files from within contact records.

Segmented lists can be created for marketing or reporting by filtering contacts using multiple criteria.

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