Rockhopper CRM

Rockhopper CRM is a software solution aimed at small to medium-sized businesses that offers a range of features to streamline and enhance business operations. According to the vendor, this CRM system caters to various professions and industries, including sales teams, marketing teams, service and support teams, financial and accounting professionals, and real estate professionals. With its robust features and user-friendly interface, Rockhopper CRM aims to help businesses effectively manage customer relationships and drive growth.

Key Features

Contact Manager: According to the vendor, Rockhopper CRM provides a centralized repository for all contacts and accounts. Users can easily track contact details, historical activities, and future tasks. The system allows for the storage of important dates and correspondence, as well as the ability to connect related contacts. Additionally, users can set up multiple product lines for tracking upsells and cross-sales.

Activities/Task Management and Calendar Integration: The vendor states that Rockhopper CRM serves as a communication hub for all correspondence tied back to contacts. Users can document and track historical and future activities, connecting them to projects, opportunities, and time-sheets. The system also offers seamless integration with Microsoft Exchange server and Google Calendar.

Geo Search: According to the vendor, Rockhopper CRM includes a feature that allows users to find contacts located near scheduled appointments. This functionality aims to help users plan trips efficiently by maximizing client visits in the same area, saving time and resources.

Sales Opportunities: The vendor claims that Rockhopper CRM offers a comprehensive solution for managing potential business in the sales funnel. Users can create opportunities and define their value, track pipelines, associated activity sets, and probability of winning. The system also allows for forecasting close dates and generating opportunity reports for informed decision-making.

Document Manager: According to the vendor, Rockhopper CRM enables users to access important documents from anywhere, anytime. The system provides a secure online repository for storing all documents. Users can easily share documents or assign them to specific contacts. Integration with Windows File Manager allows for intuitive folder and file system selection.

Time Tracking: The vendor states that Rockhopper CRM includes a feature to track the amount of time devoted to client interactions. This functionality aims to provide valuable back-end resources for analyzing billable hours and enhancing the real-time invoicing system.

Custom Reports: According to the vendor, Rockhopper CRM offers the ability to generate comprehensive reports tailored to specific needs. Users can utilize both legacy reports for sales opportunities and activities, as well as create advanced reports for custom, tabular reports with advanced logic filters and summaries. The system also allows for scheduling reports and setting up smart alerts for timely insights.

3rd Party Integrations: Rockhopper CRM offers seamless integration with popular business tools and apps, according to the vendor. Users can set up connections with MS Exchange, Google Calendar, MS Dynamics, and more. The vendor also mentions that integration with Google Drive and QuickBooks is coming soon, aiming to enhance productivity and efficiency.