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Assistive CRM

Assistive CRM

Overview

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…

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Learn from top reviewers

Best CRM for Lead Management and Streamlining Sales Process

Rating: 10 out of 10
March 22, 2023
Vetted ReviewVerified User
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 h...
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Vaibhav Sharma
Professional - Finance and Accounting
Account Manager
Channelplay
Assistive CRM3 years of experience
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Pricing

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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.getassistive.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $10 per month per user
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Product Details

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.

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 designed to improve efficiency while accelerating every aspect of the field sales process. It optimizes team performance by analysing data such as time spent, travel plans, task plans & connect with right customers at right time.


Assistive boasts users among over 30,000 users including Technology Companies, Healthcare, BFSI, FMCG & Construction companies among other industries.


Assistive Solutions

The vendor states Assistive offers three unique features.

Assists: Close more deals in less time, by providing customer, opportunity, time, location & context sensitive assists.

Field First: Plan trips and optimize sales activities to make sales pipelines more efficient, saving cost and time.

Infinitely Configurable: The CRM that provides unlimited configuration option that fit any use case and industry.


Assistive CRM Features

Sales Force Automation Features

  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Marketing Automation Features

  • Supported: Lead management

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Platform Features

  • Supported: Mobile access

Assistive CRM Screenshots

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

Assistive CRM Competitors

Assistive CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
Supported CountriesIndia, USA, UK, UAE, Europe
Supported LanguagesEnglish
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Comparisons

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Reviews From Top Reviewers

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(1-1 of 1)

Best CRM for Lead Management and Streamlining Sales Process

Rating: 10 out of 10
March 22, 2023
VS
Vaibhav Sharma
Account Manager
Channelplay (Marketing & Advertising, 1001-5000 employees)
Vetted Review
Verified User
Assistive CRM
3 years of experience
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
Likelihood to Recommend
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
Assistive CRM Feature Ratings
Sales Force Automation (3)
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (2)
100%
10.0
Task management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (1)
100%
10.0
API for custom integration
100%
10.0
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
Return on Investment
  • Assistive helped us automating multiple processes
  • Increasing the ROI
  • Increased Business productivity
Alternatives Considered
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
Usability
10
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
Support Rating
10
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.
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