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CreamSoda

CreamSoda

Overview

What is CreamSoda?

CreamSoda is a sales management software developed by Inka Inc. According to the vendor, the software aims to help businesses streamline their sales processes, track leads, manage sales pipelines, and improve overall sales performance. CreamSoda is designed to be suitable for businesses of all sizes,...

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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 CreamSoda?

CreamSoda is a sales management software developed by Inka Inc. According to the vendor, the software aims to help businesses streamline their sales processes, track leads, manage sales pipelines, and improve overall sales performance. CreamSoda is designed to be suitable for businesses of all sizes, from small startups to large enterprises. The software caters to a variety of professions and industries, including sales professionals and teams, sales managers and directors, business owners and entrepreneurs, marketing professionals, and e-commerce companies.

Key Features

Deal Management and Tracking Software: According to the vendor, CreamSoda allows users to create and customize unlimited pipelines to effectively track and manage deals. The software offers a visual board to oversee deadlines, tasks, and notifications, and provides insights into deal profitability through a visual dashboard.

Quote Management Software for Sales and Purchases: CreamSoda enables users to manage both sales and purchase quotes in a single location. According to the vendor, the software allows for easy comparison of quotes side by side to make informed decisions. Additionally, automated quote data entry is available for seafood products, and users can store and attach documents and contracts to quotes.

Email Marketing Software: The vendor states that CreamSoda provides users with the ability to send targeted email campaigns to prospects and customers. The software seamlessly syncs with Mailchimp for mass email marketing, and users can access their Outlook, Office 365, or Google for Work email within CreamSoda. CreamSoda also offers email tracking and the ability to link emails to specific deals, along with the option to create unlimited email templates for different types of emails.

Collaboration Software for Sales Teams: CreamSoda allows users to create unlimited teams and efficiently manage collaboration. According to the vendor, the software offers features such as scheduling tasks and meetings that sync with Outlook and Google Calendar. Users can onboard new team members, assign accounts and tasks, and assign an Account Manager to customer records for regular updates. Mobile and tablet access is available for on-the-go collaboration.

CRM Reporting Software and Sales Dashboard: CreamSoda provides users with a customizable dashboard to analyze profitability, revenue, cost, and purchase information. The vendor states that the software allows users to visualize revenue and cost trends over a selected period. Users can also stay updated on pending tasks and upcoming meetings for team members, view all active deals assigned to team members, and analyze sales data with comprehensive bird's eye view reports.

Sales Funnel Software: According to the vendor, CreamSoda offers features to automate the movement of prospects down the buying path. The software serves as a CRM system for lead capture, segmentation, scoring, and distribution. CreamSoda seamlessly integrates with GSuite, Outlook, Mailchimp, Office 365, and Calendar. Users can use their work email within the software and track email views. The software is also mobile-friendly, allowing for seamless use on any device.

Sales Tracking Software: CreamSoda enables users to track leads and analyze performance metrics. According to the vendor, the software allows for accurate sales forecasting based on past trends. Users can generate activity reports to analyze communication channels and identify reasons for missed opportunities through loss reports. The software also provides visualization of the sales funnel and the ability to track won opportunities.

Inside Sales Software: CreamSoda provides users with on-the-go access to inside sales workflows. The vendor states that the software allows for efficient management and collaboration with remote teams. CreamSoda offers an easy-to-use platform with tutorial videos and free customer service. Users can reduce menial work with automated data entry and utilize lead generation forms and scheduling meetings.

Sales Inventory Software: CreamSoda offers features to manage sales with a focus on stock levels and profitability. According to the vendor, the software provides suggestions on pricing strategies based on actionable data. Users can customize product layouts and specifications to fit their business needs. CreamSoda also allows users to compare deals from different suppliers to select the most cost-effective option.

CreamSoda Features

  • Supported: Calendar/Reminder System
  • Supported: Contact Management
  • Supported: Document Storage
  • Supported: Interaction Tracking
  • Supported: Lead Generation
  • Supported: Lead Management
  • Supported: Marketing Automation
  • Supported: Mobile Access
  • Supported: Quotes/Estimates
  • Supported: Sales Pipeline Management
  • Supported: Segmentation
  • Supported: Task Management
  • Supported: Workflow Management
  • Supported: Reporting/Analytics

CreamSoda Technical Details

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