dCRM

dCRM is a customer relationship management software designed to assist businesses in managing and analyzing customer interactions and data throughout the customer lifecycle. According to the vendor, this software is suitable for small to large-sized companies in various professions and industries, including sales and marketing teams, customer service teams, business development teams, the retail industry, and the financial services industry.

Key Features

Lead Management: According to the vendor, dCRM allows users to capture and track leads from various sources such as website forms, social media, and email campaigns. Leads can be assigned to sales representatives, and their progress through the sales pipeline can be tracked. Users can also set reminders and follow-ups to ensure effective lead nurturing.

Contact Management: The vendor states that dCRM offers a centralized database for maintaining customer contacts. This includes customer information, communication history, and preferences. Contacts can be categorized based on different criteria such as industry, location, or customer type. The software also provides easy search and retrieval of contact information during interactions.

Opportunity Management: Users of dCRM can track and manage sales opportunities, including deal value, stage, and probability of closure, as per the vendor. Tasks and activities can be assigned to team members for effective opportunity management. The software also provides reports and analytics to gain insights into the sales pipeline and identify areas for improvement.

Sales Automation: According to the vendor, dCRM offers automation of repetitive sales tasks such as sending follow-up emails, scheduling meetings, and updating contact information. Users can create and manage sales workflows to streamline the sales process and ensure consistency. The software also allows for the setup of email templates and automated email campaigns to nurture leads and maintain customer engagement.

Customer Service Management: The vendor claims that dCRM provides functionalities to log and track customer inquiries, complaints, and requests for support. Users can assign and prioritize customer service tickets to the appropriate team members. Additionally, the software offers a knowledge base or self-service portal for customers to find answers to common questions.

Reporting and Analytics: dCRM enables users to generate customizable reports and dashboards to track key sales and customer service metrics, according to the vendor. The software allows for the analysis of data to identify trends, patterns, and areas for improvement. Users can gain insights into customer behavior, preferences, and buying patterns to inform strategic decision-making.

Integration and Customization: The vendor states that dCRM can be integrated with other business systems such as email marketing, e-commerce, and accounting software. Users can also customize the CRM platform to match specific business needs and processes. The software allows for third-party app integrations to extend its functionality.

Mobile Access: According to the vendor, dCRM provides mobile access through mobile apps or responsive web interfaces. Users can access and update CRM data on-the-go, view customer information, manage tasks, and track sales opportunities from their mobile devices. The software aims to enable users to stay connected and responsive to customer needs even when away from the office.

Workflow Automation: dCRM offers workflow automation features to increase efficiency and productivity, as per the vendor. Users can automate repetitive tasks and processes and create custom workflows to streamline business processes and ensure consistency. Actions and notifications can be triggered based on predefined rules and conditions.

Collaboration and Communication: According to the vendor, dCRM facilitates collaboration among team members by providing a centralized platform for sharing information and updates. The software enables real-time communication through features like chat, comments, and notifications. It aims to improve team coordination and alignment by providing visibility into ongoing projects and customer interactions.