Name: CallPro CRM
Rating: 8 (1 reviews)
Author: CallPro CRM, LLC

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Environmental Health and Safety (EHS)

Meeting Management

Procurement

VoIP

Enterprise

Accounting

Expense Management

Spend Management

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Cost Management

Cloud Storage

Component Content Management

Converged Network Adapters (CNAs)

Data Center Infrastructure Management

Data Observability

Data Pipeline

Extended Detection and Response (XDR)

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Managed Print

Network Performance Monitoring

Password Management System

Release Management

Remote Support

Session Border Controllers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Creative Collaboration

Direct Mail Automation

Email Marketing

Gamification

Intent Data

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Multichannel Retail

Presales

Sales Intelligence

Sales

Certificate Lifecycle Management

Security

Architecture

Commercial Drone

Construction Accounting

Hotel Management

Loan Servicing

Oil and Gas

Public Sector Software

Telemedicine

Vendor Neutral Archive (VNA)

Vertical-Specific

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CallPro CRM is a customer relationship management software designed to assist businesses in managing their sales, marketing, and customer service operations. The software offers a centralized platform that allows sales teams to track leads, manage contacts, and automate workflows. It also includes features for project management, HR management, accounts management, and marketing management.

## Key Features

**Project Management**: Stay organized and track project progress in real-time. Collaborate with different teams and efficiently manage tasks and deadlines.

**Contact Management**: Easily manage all contacts in one place. Utilize customer data to reach out to both new and existing clients and collect outstanding payments.

**Product Management**: Validate product features throughout the development lifecycle. Use conversion tracking and customer segmentation data to understand customer preferences and improve product development.

**HR Management**: Track employee activity and performance. Monitor working hours and absences and make informed decisions on incentives and rewards.

**Customer Service Management**: Track customer cases individually. Identify satisfaction levels, improve processes, and enhance customer relationships.

**Marketing Management**: Plan, execute, and evaluate sales campaigns. Track ROI through analytics reports and manage social media accounts and email marketing campaigns.

**Accounts Management**: Manage customer relationships and improve satisfaction. Track individual customer cases and satisfaction levels. Automate payments and send reminders for outstanding invoices.

**Company Management**: Manage company activities, employees, suppliers, and customers. Make data-driven decisions based on relevant information to improve efficiency and productivity.

CallPro CRM is a customer relationship management (CRM) platform used for lead generation from sales to service.

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Professional

Ultimate

Plus

ActiveCampaign is presented as an AI-first marketing platform for marketers, agencies, and entrepreneurs. It uses Active Intelligence for goal-aware automation and personalized experiences across email, SMS, and WhatsApp. ActiveCampaign integrates with 950+ apps and generates insights to optimize every workflow.

Starter

CallPro CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

CallPro CRM Demo For Insurance Brokers

CallPro CRM Demo For The Security Sector

CallPro CRM, LLC

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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CallPro CRM

Overview

What is CallPro CRM?