RealtimeCRM

RealtimeCRM is a Customer Relationship Management (CRM) software offered by Cambridge Kinetics Ltd. It is designed to assist businesses in managing their customers, contacts, opportunities, and more. According to the vendor, RealtimeCRM aims to streamline sales processes, track deal progress, and improve overall efficiency. It is suitable for businesses of all sizes, from small startups to large enterprises. RealtimeCRM is utilized by various professions and industries, including sales teams, marketing teams, customer service teams, project managers, and business development professionals.

Key Features

Track deals. From start to finish: RealtimeCRM provides a visual sales pipeline that allows users to track the progress of deals from start to finish. According to the vendor, users can monitor deal progress in real-time and gain insights into revenue.

Send quotes direct to your customers: RealtimeCRM allows users to generate quotes within the system. According to the vendor, all the necessary information for generating quotes is stored in RealtimeCRM, eliminating the need for complex third-party integrations.

All your customer interactions in one place: RealtimeCRM provides an activity timeline where users can track all customer interactions. According to the vendor, users can keep track of calls, emails, meetings, and more, ensuring that no interactions are overlooked.

Customizable to fit the way you work: RealtimeCRM offers custom fields that allow users to tailor the CRM system to their specific sales process. According to the vendor, users can capture important details that matter to their contacts, such as preferences, department, and communication preferences.

Powerful search and reporting: RealtimeCRM provides powerful search and filtering capabilities, enabling users to easily find the information they need. According to the vendor, users can run queries to identify new leads, high-converting deals, and prospects that haven't been contacted in a while.

Organize your data with tags: RealtimeCRM allows users to group records using tags. According to the vendor, tags can be used to group contacts based on specific attributes, such as the name of a networking event. Users can quickly add or remove tags as needed.

Create favorites for your most accessed data: RealtimeCRM allows users to save important pages to their favorites for quick access. According to the vendor, users can create a list of important leads, filtered lists, or frequently accessed tasks.

Maintain sales momentum with task management: RealtimeCRM offers task management functionality that allows users to create tasks directly from lead records. According to the vendor, users can collaborate and keep track of tasks within the CRM system, eliminating the need to switch between applications.

Collaborate with your whole team: RealtimeCRM provides a team chat feature for instant messaging and quick communication within the CRM system. According to the vendor, users can ask quick questions, discuss special offers, and avoid cluttered email threads.