Assistive is a field CRM that helps field teams and service team achieve their true potential. It offers unlimited configuration options to ensure it is the CRM solution that fits the business's needs, no matter its industry, region and use case. Assistive is a Field-First CRM that helps sales teams achieve their best possible results through Intelligent Assists based on machine learning, peer analysis, context and location awareness. It is a tool…
Account Manager in Finance and Accounting at Channelplay (Marketing & Advertising, 1001-5000 employees)
Chose Assistive CRM
Customization Easy to use offline UI/UX Better Customer Support Services Infinitely configurable Streamlined sales process through effective pipeline management Automated workflows for increased efficiency Provided valuable insights into deals, sales team performance, …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Key User Insights
Would buy again
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Delivers good value for the price
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Happy with the feature set
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Lived up to sales and marketing promises
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Implementation went as expected
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Features
Assistive CRM
Sales Force Automation
Comparison of Sales Force Automation features of Assistive CRM
Feature
Assistive CRM
10.0
1 Ratings
24% above category average
Quote & order management
10.01 Ratings
Interaction tracking
10.01 Ratings
Channel / partner relationship management
10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Assistive CRM
Feature
Assistive CRM
10.0
1 Ratings
26% above category average
Lead management
10.01 Ratings
CRM Project Management
Comparison of CRM Project Management features of Assistive CRM
Feature
Assistive CRM
10.0
1 Ratings
26% above category average
Task management
10.01 Ratings
Reporting
10.01 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Assistive CRM
Feature
Assistive CRM
10.0
1 Ratings
27% above category average
Forecasting
10.01 Ratings
Pipeline visualization
10.01 Ratings
Customizable reports
10.01 Ratings
Customization
Comparison of Customization features of Assistive CRM
Sharing some of the use cases where Assistive CRM is best suited, Best for Funnel tracking 0% Lead leakage BFSI Best Mobile CRM for Reports and insights FMCG Healthtech Field first CRM Edutech I'm personally using Assistive CRM for managing my leads and improving sales productivity, earlier I was using excel and was not able to track the sales person and manage the funnel but Assistive CRM has streamlined our sales process and increased our revenue
Ease of Use Easy to configure Simple, Light and Fast UI Loved by the team No coding needed Helped us streamline our sales Process Automated tasks and reminders through prompt notifications Helps to close deals and no lead leakage Better customer support team who helped us in every step Reduce time spent on manual tracking and helped to get actionable insights
The team is super responsive and helped us in every step. We contacted their support team whenever we face any kind of queries while using the web or application, every query raised is tracked and TAT is shared. The CS team is even available on weekends if there is any requests from our end, and for any extended support.
Customization Easy to use offline UI/UX Better Customer Support Services Infinitely configurable Streamlined sales process through effective pipeline management Automated workflows for increased efficiency Provided valuable insights into deals, sales team performance, and revenue Enabled engagement with prospects across multiple channels Sales Pipeline Management In-Depth Insights and Reports for Sales Geo-Awareness feature to increase sales Productivity
