Name: CallProof Voice
Uploaded: 2023-02-11T14:40:38.000Z
Duration: 2 min 49 s
Description: CallProof Voice

Customer Identity and Access Management (CIAM)

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

WebOps

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Quality Management

Traceability

Visual Collaboration

Enterprise

Accounting

Expense Management

Finance and Accounting

Applicant Tracking

Contractor Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Storage

Data Center Power

Database-as-a-Service (DBaaS)

Disk Based Backup

Enterprise Architecture Management

Enterprise Service Bus

Extended Detection and Response (XDR)

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

MLOps

Network Performance Monitoring

Non-Relational Databases

Process Mining

Requirements Management

Scale-Out Storage

Server Virtualization

Software Distribution

Web Access Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Competitive Intelligence

Content Management

Customer Data

Email Marketing

Local Listing Management

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

Project Management

Prototyping

Task Management

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Training

Sales

Cloud Computing Security

Security

Assisted Living

Hospital Management

Hotel Management

Insurance Underwriting and Rating

Medical Office EMR & EHR

Military and Defense

Multiple Listing Service (MLS)

Veterinary

Vertical-Specific

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CallProof Mobile CRM is a solution for endless data entry and reporting that take up the bulk of field salespeoples' time. The web-based and mobile-capable Customer Relationship Management (CRM) solution offers features that organize all facets of the sales process, from lead tracking to reporting. CallProof provides sales managers and representatives tracking and management tools.

CallProof Lite

CallProof Plus

CallProof Voice

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

Plus

Professional

Free Forever

CRM Bundle

CallProof 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.

CallProof LLC

Why Call Proof Was Created

Learn why the best CRM for Field Sales on the market is Call Proof. From gathering leads with intuitive mapping features, to efficient task/client interaction tracking. When you use Call Proof, your sales will go through the roof. Try CallProof today and get selling! https://callproof.com/book-a-demo

We are excited to announce CallProof Voice. This is something we have been working on for the last two years. Your team will be able to make phone calls from their own device without having to user their personal number, avoiding the inconvenience of getting calls during times they are not working.

Not only that. With our integrated call recording features, you can synchronize these calls into our CRM calls to ensure customer satisfaction and to make sure they are automatically updated. With CallProof Voice, you can now give your reps the phone number they need without all the hassle. 

Get started today and make life easier for everyone!

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	Apple iOS, Android

CallProof CRM

Overview

What is CallProof CRM?

Pricing

CallProof Lite

$360

CallProof Plus

$480

CallProof Voice

$720

Entry-level set up fee?

Offerings

Product Details

What is CallProof CRM?

CallProof CRM Videos

CallProof CRM Integrations

CallProof CRM Technical Details

Comparisons

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