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ColibriCRM

ColibriCRM

Overview

What is ColibriCRM?

ColibriCRM is a customer relationship management (CRM) software developed by Colibri Advanced Solutions. According to the vendor, the software is designed to assist businesses in managing their contacts, tracking sales opportunities, streamlining marketing efforts, and improving customer support. The...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is ColibriCRM?

ColibriCRM is a customer relationship management (CRM) software developed by Colibri Advanced Solutions. According to the vendor, the software is designed to assist businesses in managing their contacts, tracking sales opportunities, streamlining marketing efforts, and improving customer support. The product caters to a wide range of companies, including independent professionals, startups, and small and medium-sized enterprises (SMEs).

Key Features

Contact Management: According to the vendor, ColibriCRM allows users to centralize and organize contact information, including clients, prospects, partners, and suppliers. It provides access to a complete interaction history for better relationship management. The software also enables targeted sales offers based on interests to enhance prospecting and customer loyalty.

Marketing Management: ColibriCRM offers the ability to segment databases, according to the vendor, to boost sales and retain customers. Users can create mailing lists for email, SMS, and direct mail campaigns. The software provides tools to track the performance of marketing activities.

Task Management: The vendor claims that ColibriCRM allows users to plan and schedule daily tasks, ensuring timely follow-up with contacts. The software provides task prioritization features for effective sales prospecting. It also offers calendar synchronization with Google and/or Microsoft Outlook.

Opportunity Management: According to the vendor, ColibriCRM enables users to monitor the progress of business opportunities, including deal value, closing date, competitors, and decision-makers. The software aims to optimize sales prospecting with strategic data, providing a clear understanding of each stage of the sales process.

Document Management: ColibriCRM allows users to easily retrieve documents related to contacts and company accounts, according to the vendor. The software provides access to files from any connected device and allows for backup and viewing on the go.

Customer Satisfaction Measurement: The vendor states that ColibriCRM offers features for measuring customer satisfaction. Users can collect feedback on services and products, aiming to enhance the customer experience and deliver a unique service.

Event Management: According to the vendor, ColibriCRM provides easy access to the history of all interactions with contacts. The software offers a clear overview of exchanges with clients, prospects, partners, and other stakeholders. It aims to facilitate precise contact tracking for better activity management.

Contract Management: ColibriCRM offers features for managing current and expired client contracts, according to the vendor. Users can visualize important due dates accurately and ensure proper management of maintenance, leasing, insurance, and other contracts.

Project/Mission Management: The vendor claims that ColibriCRM allows users to track and manage projects and missions within the software. It provides oversight of each phase of projects, aiming to meet deadlines. Additionally, the software offers features for tracking team travel, expenses, and time spent.

ColibriCRM Features

  • Supported: Calendar/Reminder System
  • Supported: Contact Management
  • Supported: Document Storage
  • Supported: Email Marketing
  • Supported: Lead Management
  • Supported: Mobile Access
  • Supported: Sales Pipeline Management
  • Supported: Segmentation
  • Supported: Task Management
  • Supported: Workflow Management

ColibriCRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Android, iPhone, iPad
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