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Assistive CRM

Score10 out of 10

1 Reviews and Ratings

What is Assistive CRM?

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.

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Media

Screenshot of Provides a 360 degree view of the sales funnel
Screenshot of Keep track of the day-to-day sales activity
Screenshot of Keep note of nearby customers and make most out of it

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Screenshot of Provides a 360 degree view of the sales funnel

Top Performing Features

  • Quote & order management

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

    Category average: 8

  • Interaction tracking

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

    Category average: 8.4

  • Channel / partner relationship management

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

    Category average: 8.1

Areas for Improvement

  • 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.

    Category average: 7.8

  • 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.

    Category average: 8.7

  • Reporting

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

    Category average: 8.1

Best CRM for Lead Management and Streamlining Sales Process

Use Cases and Deployment Scope

Assistive CRM, in my opinion, is an amazing sales CRMs due to its intuitive UI and mobile app. Our company made the switch to Assistive from our in-house CRM and the results have surpassed our expectations. The elegant and straightforward UI/UX has allowed our sales team to close deals with ease. Additionally, Assistive provides affordable lead management and sales funnel tracking capabilities.

Pros

  • Lead Management
  • Advance Analytics
  • Workflow automations
  • Streamlining the sales funnel

Cons

  • Marketing
  • OCR
  • No improvement as such

Return on Investment

  • Assistive helped us automating multiple processes
  • Increasing the ROI
  • Increased Business productivity

Alternatives Considered

LeadSquared and Vymo

Usability