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Interface 365

Interface 365

Overview

What is Interface 365?

Interface 365 CRM is a software platform designed to help businesses effectively manage and nurture client relationships. It offers a wide range of features to streamline various aspects of the business process, according to the vendor. Interface 365 CRM caters to small, medium, and large enterprises...

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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 Interface 365?

Interface 365 CRM is a software platform designed to help businesses effectively manage and nurture client relationships. It offers a wide range of features to streamline various aspects of the business process, according to the vendor. Interface 365 CRM caters to small, medium, and large enterprises across professions and industries such as sales and marketing teams, customer relationship management teams, business development teams, small business owners, and e-commerce businesses.

Key Features

Lead and Prospect Management: Interface 365 CRM enables businesses to efficiently keep, add, and convert potential contacts into clients. It provides lead generation capabilities, automates lead distribution, and helps improve conversion rates, according to the vendor.

Utility in Education Industry: Interface 365 CRM offers utility for the education industry, allowing educational institutions to manage contacts, track interactions, and maintain relationships with students, parents, and alumni, according to the vendor.

Google Apps Integration: Interface 365 CRM seamlessly integrates with G Suite, enabling users to access and manage emails, contacts, and documents within the CRM platform. It provides a centralized platform for users to perform daily tasks and collaborate with others, according to the vendor.

Follow-up Reminders: Interface 365 CRM provides follow-up reminders to ensure users never miss important tasks or opportunities. It helps users stay organized and maintain regular communication with clients and prospects, according to the vendor.

Drop a Mail Anytime, Anywhere: With Interface 365 CRM, users can conveniently send emails directly from the platform, anytime and anywhere. It eliminates the need to switch between different applications and provides efficient email management, according to the vendor.

Sales Pipeline Management: Interface 365 CRM allows businesses to effectively manage their sales process from start to finish. It helps break down opportunities into stages, track progress, and ensure a smooth and efficient sales management process, according to the vendor.

Robust Business Reports: Interface 365 CRM offers detailed and customizable business reports, providing valuable insights into sales performance, pipeline analysis, employee activities, and more. It helps businesses make data-driven decisions and track their progress towards their goals, according to the vendor.

Real-Time Notifications: Interface 365 CRM provides real-time notifications for emails, tasks, new contacts, and other updates. Users receive instant notifications, ensuring they stay up to date and never miss any important information, according to the vendor.

Easy Collaboration: Interface 365 CRM facilitates seamless collaboration among individuals and groups of users. It allows for document sharing, record linking, and efficient management of events and meetings, enhancing teamwork and productivity, according to the vendor.

Secure and Scalable Infrastructure: Interface 365 CRM is built on a highly scalable infrastructure with end-to-end encryption, ensuring the security and privacy of user data. It provides a secure and reliable platform for businesses to manage their client relationships, according to the vendor.

Interface 365 Features

  • Supported: Cataloging/Categorization
  • Supported: Customer Service Analytics
  • Supported: Customer Support
  • Supported: Email Response Control
  • Supported: Knowledge Management
  • Supported: Live Chat
  • Supported: Performance Metrics
  • Supported: Search/Filter
  • Supported: Self Service Portal

Interface 365 Technical Details

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