Overview
What is BuddyCRM?
BuddyCRM is a Client Relationship Management solution, designed to be highly customisable from bespoke automated reports, to custom dashboards,and to provide an unlimited selection of custom fields which can change with the business over time.Users can access a report, statistic,…
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- Setup fee required
For the latest information on pricing, visithttps://buddycrm.com/plans
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
What is BuddyCRM?
BuddyCRM is a Client Relationship Management solution, designed to be highly customisable from bespoke automated reports, to custom dashboards,and to provide an unlimited selection of custom fields which can change with the business over time.
Users can access a report, statistic, trend, lead or customers detail anywhere in the world at a click of a button and never be far away from the information to complete the job at hand.
BuddyCRM was created with the vision to provide a solution that compliments the workforce and doesnt get in the way, bringing them together so they can all see the big picture and become as efficient as humanly possible, with a '3-Click Rule. This gives workforces more satisfaction as there are less barriers in the way of the tasks but also empowers them to be more autonomous and self sufficient when it comes to accessing information.
Users can access a report, statistic, trend, lead or customers detail anywhere in the world at a click of a button and never be far away from the information to complete the job at hand.
BuddyCRM was created with the vision to provide a solution that compliments the workforce and doesnt get in the way, bringing them together so they can all see the big picture and become as efficient as humanly possible, with a '3-Click Rule. This gives workforces more satisfaction as there are less barriers in the way of the tasks but also empowers them to be more autonomous and self sufficient when it comes to accessing information.
BuddyCRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
BuddyCRM Video
Get a buddy not just a crm
BuddyCRM Integrations
- Mailchimp
- Xero
- QuickBooks Online
- Pure360
- Dotdigital
- SAGE
- Redeye
- Concerto
- Exchequer
- All ERP's
BuddyCRM Competitors
BuddyCRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Mobile Web |
Supported Countries | Europe, North America, Middle East, Asia, Africa |
Supported Languages | English |
BuddyCRM Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 50% |
Mid-Size Companies (51-500 employees) | 30% |
Enterprises (more than 500 employees) | 20% |