Name: Alboom CRM
Rating: 6 (1 reviews)
Author: Alboom

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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### Client Management
Users consistently highlight Alboom CRM's client management features as a key strength of the platform. They appreciate the comprehensive tools for managing client information, generating proposals, and handling financial aspects efficiently. While some users mention minor issues like the need for improved reminders and integrations with other systems within the company, overall, the sentiment leans towards positive regarding the platform's ability to streamline client interactions and enhance overall business operations. The system's adaptability to various business niches and the potential for further enhancements indicate a promising outlook for Alboom CRM's client management functionalities.

### Task Management
Users appreciate Alboom CRM's task management capabilities, noting its effectiveness in organizing projects, opportunities, and client interactions in one centralized platform. While some users find the task management features to be efficient and supportive in solo work settings, others express concerns about occasional errors in the agenda and order processing. Despite these mixed opinions, Alboom CRM's task management functionality seems to play a significant role in enhancing users' overall workflow efficiency.

### Contract Management
The reviews highlight that users appreciate the convenience of capturing data directly in opportunities, generating accurate and perfect contracts quickly, and enabling clients to sign contracts online. While users acknowledge the system's strengths in automating contract generation and facilitating client signatures, there are concerns about the lack of integration with other systems within the company. Additionally, users suggest improvements such as enabling signatories to use their own logins for contract signing, incorporating witnesses for valid execution, and providing clients with a portal to access their photos, contracts, and other relevant files. Despite some limitations, users emphasize the time-saving benefits of automations for contracts, client billing, and photo selection reminders.

### Schedule Management
While some users appreciate the integration of Alboom CRM with Google Calendar and the convenience of syncing schedules, others have pointed out issues such as lack of robust features in setting reminders for special dates and difficulties in saving and editing entries in the agenda. The consensus seems to be that while the schedule management aspect of Alboom CRM offers some benefits, there are areas that require enhancement to provide a more streamlined and efficient user experience.

### Workflow Automation
Users consistently praise Alboom CRM for its integrated workflow management capabilities. The software's automation features have been highlighted as a significant asset, streamlining tasks and enhancing productivity for users. Reviewers have noted that the platform's intuitive interface and synchronization with Google Calendar contribute to a smooth workflow experience. Additionally, the software's ability to centralize client data, financial tracking, and service organization has been commended for keeping work processes efficient and well-coordinated. Despite some initial challenges with implementation, users have found that the support provided ensures a successful setup, ultimately leading to a more organized and practical workflow.

Alboom CRM is a customer relationship management system designed to assist businesses in managing their sales process, tracking customer interactions, and enhancing customer relationships. According to the vendor, it offers features for creating and sending personalized online proposals, visualizing sales opportunities, and consolidating customer contacts. Alboom CRM is suitable for businesses of all sizes, catering to various professions and industries, including photographers, sales professionals, creative professionals, event planners, and small business owners.

## Key Features

**Online proposal**: Users can easily create and send personalized online proposals to customers using email and WhatsApp. Real-time monitoring of proposal status helps track and close sales faster.

**Visualize the status of each opportunity**: Alboom CRM features an intuitive sales funnel with a visual interface, allowing users to advance opportunities in the sales cycle by dragging and dropping. The auto-reply system saves time and improves productivity.

**Have the right information at the right time**: Alboom CRM consolidates all customer contacts in one place, enhancing the customer experience. Users have instant access to customer and opportunity information, improving productivity and professionalism.

**Connected with the main platforms**: Alboom CRM seamlessly integrates with various platforms, ensuring seamless connectivity and data synchronization. Users can connect their Alboom Prosite contact form with Alboom CRM to generate automatic opportunities and facilitate efficient teamwork.

**Unlimited contacts and opportunities**: Alboom CRM offers unlimited storage for contacts and opportunities, allowing users to register business data without limitations. Users can easily manage and organize a large number of contacts and opportunities.

**Activity history**: Alboom CRM saves all activity history online, providing a secure and easily accessible record of interactions. Users can search and review activity history for up to the last 30 days in the free plan to stay informed and track progress.

**Alboom Prosite Integration**: Alboom CRM seamlessly integrates with Alboom Prosite, enhancing lead generation and opportunity management. Users can connect their Alboom Prosite contact form with Alboom CRM to automatically generate opportunities.

**Calendar**: Alboom CRM includes a calendar feature for organizing activities and project tasks. Users can schedule and track important events, deadlines, and appointments, effectively managing their time.

**Auto-Reply System**: Alboom CRM provides an auto-reply system to improve productivity and professionalism. Users can set up automated responses to customer inquiries and messages, ensuring timely communication.

**Fully customizable**: Alboom CRM offers powerful features that can be fully customized to suit individual business needs. Users can tailor the CRM system to their specific requirements and workflows, efficiently managing their business processes.

**Sales Funnel**: Alboom CRM features a sales funnel that helps users prioritize and manage sales opportunities. The visual interface of the sales funnel makes it easy to track and progress opportunities through different stages of the sales cycle.

Norada Solve360

Basic

Bolste

Alboom CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Alboom

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Alboom CRM

Overview

What is Alboom CRM?