Name: Brisk.io
Author: Brisk.io

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Help Authoring

Mind Mapping

Development

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Environmental Health and Safety (EHS)

IP PBX

Manufacturing Execution

Enterprise

Accounting

Expense Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Delivery Controllers (ADC)

Cloud Storage

Code Review

Data Catalog

Data Fabric

Data Recovery Service

Data Virtualization

Fraud Detection

IT Infrastructure Monitoring

Integration Platform as a Service (iPaaS)

Interoperability

Network Performance Monitoring

Observability

Relational Databases

Server Management

Software-Defined WAN

Storage Area Network

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Click Fraud

Contact Management

Content Management

Customer Experience Management

Digital Asset Management

Direct Mail Automation

Email Marketing

Local Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Website Builder

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Sales Coaching

Sales Intelligence

Sales

GDPR Compliance

Security

ID Card

Insurance Policy Administration Systems

Insurance Underwriting and Rating

Last Mile Delivery

Library Management

Pharmacy

Plagiarism Checker

Smart Cities

Telemedicine

Vertical-Specific

small

large

medium

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Microsoft Dynamics 365

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Role-based user permissions

Reporting

Microsoft Dynamics 365 Microsoft Dynamics CRM

Microsoft

HubSpot CRM

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Implementation Rating

HubSpot

Salesforce Sales Cloud

Availability

Performance

Online Training

In-Person Training

Configurability

Product Scalability

Data Sources

Data Sharing and Collaboration

Contract Terms and Pricing Model

Salesforce

Zoho CRM

Ease of integration

Vendor pre-sale

Vendor post-sale

Zoho CRM Scalability

Zoho

Insightly

Insightly, Inc.

Pipedrive

Pipedrive Inc.

Sugar Sell (SugarCRM)

SugarCRM

SAP Sales Cloud

Oracle Sales

Oracle Implementation Satisfaction

Oracle

Brisk.io is a free customer relationship management (CRM) platform built as an integration for Salesforce. It is focused on gathering customer conversations and relevant information.

Top Rated 2023

Free Forever

CRM Bundle

Brisk.io

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.

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

This includes automated invoice creation and billing.

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

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

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

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

Users can create reports and dashboards unique to their needs.

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

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

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

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.

Brisk.io

Overview

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Pricing

Brisk.io

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Offerings

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Alternatives Pricing

Microsoft Dynamics 365

What is Microsoft Dynamics 365?

HubSpot CRM

What is HubSpot CRM?

Product Details

What is Brisk.io?

Comparisons

Compare with

Microsoft Dynamics 365

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

Insightly

Pipedrive

Sugar Sell (SugarCRM)

SAP Sales Cloud

Oracle Sales

Reviews