iShare CRM

iShare CRM is a customer relationship management (CRM) software specifically designed for small and medium-sized enterprises (SMEs). According to the vendor, this software aims to provide a tailored, simplified, and cost-effective CRM solution compared to traditional options in the market. With iShare CRM, businesses can efficiently manage customer accounts, contacts, actions, opportunities, appointments, and reporting. This versatile software is utilized by sales, marketing, customer service, business development, and project management teams across various industries.

Key Features

Alertes: Automate the flow of essential business information with customizable alerts for new appointments, signed opportunities, or changes in sales proposals. Choose from immediate, daily, or weekly alerts.

Contacts: Easily import contacts from Excel or Access files and access an up-to-date list of contact follow-ups. Synchronize contacts with Outlook for centralized management.

Moteur de recherche: Perform quick and accurate searches within forms, documents, and more. Utilize industry-specific keywords for associated searches. Search outside the iShare CRM application if needed.

Comptes: Import account data from Excel or Access files and conveniently view account details along with associated elements on a single screen.

Actions: Efficiently manage sales actions by creating and assigning them to teams. Synchronize actions with Outlook tasks for offline management. Receive automatic alerts on action progress.

Opportunités: Drive opportunities and accelerate the signing of sales proposals. Manage opportunities by prospect, client, partner, and more. Automate personalized opportunity reporting and analyze opportunities by salesperson, team, or entity.

Rendez-vous: Obtain a comprehensive view of prospect and client appointments. Create appointments from accounts, contacts, or opportunities. Customize views by person, team, or appointment type. Synchronize the team calendar with Outlook and receive automatic notifications.

Reporting: Extract and build automated dashboards without IT development. Benefit from scalable dashboards with indicators that update based on the latest data in iShare CRM.

Référentiel documentaire: Digitize sales materials and manage commercial proposal templates in Office format. Activate proposals from opportunities and maintain version control for historical traceability.

Campagnes: Generate more opportunities with the marketing module. Create email campaigns and newsletters from templates. Schedule deliveries based on desired segmentation. Compatible with market products such as Sarbacane or Send Blaster.