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RealTimeCRM has proven to be a valuable tool for learning and streamlining business processes, thanks to its clear and simple pricing …
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is RealTimeCRM?
RealTimeCRM Features
- Supported: Contact Management
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Mobile Access
- Supported: Sales Pipeline Management
- Supported: Segmentation
- Supported: Calendar/Reminder System
- Supported: Document Storage
- Supported: Lead Management
- Supported: Quotes/Estimates
- Supported: Task Management
- Supported: Workflow Management
- Supported: Internal Chat Integration
RealTimeCRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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- Pros
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RealTimeCRM has proven to be a valuable tool for learning and streamlining business processes, thanks to its clear and simple pricing structure. Users have found that the software enables staff to quickly engage with clients, benefiting both the company and the client in the sales process. With RealTimeCRM, customers have praised the ease of use and the simplicity of accessing their data, making it effortless to stay informed about important information.
Another notable use case of RealTimeCRM is its ability to ensure compliance with GDPR regulations without the need for additional procedures. This saves users time and eliminates potential headaches associated with data protection. Furthermore, users have noted the accuracy of information provided by the software, allowing them to make informed decisions and stay on top of sales opportunities. By minimizing administrative tasks, RealTimeCRM frees up valuable time for users to focus on more strategic business development efforts, effectively organizing their efforts and maximizing productivity. In addition, the software's capability as a scheduler and project tracker is highly valued by many users who benefit from its seamless integration of task management and project tracking functionalities.
Clean and intuitive interface: Multiple users have praised RealTimeCRM for its clean, simple, and easy-to-use web interface. The intuitive nature of the CRM system allows users to easily navigate and understand the features without feeling overwhelmed.
Efficient data input: Reviewers have mentioned that adding data in RealTimeCRM is quick and efficient. This feature saves time and enables users to input information seamlessly, enhancing their productivity.
Customization options: Several users have expressed appreciation for RealTimeCRM's ability to create user-defined contact information. This customization option allows businesses to tailor the CRM system according to their specific needs, ensuring a personalized experience for managing contacts and customer relationships.
User Interface: Some users have expressed that the user interface could be cleaner and more modern-looking, suggesting a desire for a more visually appealing design.
Mobile App: Several reviewers have mentioned the lack of a mobile app as a drawback. While the web interface is accessible on mobile devices, there are areas where information is not easily visible, making it less convenient for on-the-go use.
Filtering Tools: A number of users have found the filtering tools to be less flexible compared to competitors. They express a desire for more advanced options in selecting records, indicating that the current filtering capabilities may not fully meet their needs.