Name: RealtimeCRM by Cambridge Kinetics
Price: 49 USD
Author: Cambridge Kinetics

Communications Outsourcing

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Java Technologies

Software Repositories

Development

Business Intelligence (BI)

Collaboration

Contract Management

Electronic Signature

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Mapping

Data Observability

Data Privacy Management

Fraud Detection

Governance, Risk & Compliance

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

Operating Systems

Packet Analyzer

Single Sign-On

Smart Contracts

Software Defined Storage (SDS)

Software Distribution

Solid State Drives

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Content Creation

Digital Signage

Email Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Animation

Building Information Modeling (BIM)

Equipment Rental

Insurance Suites

Investment Portfolio Management

Legal Billing

Public Sector Software

Tax Practice Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

eMeetingsOnline

Priority Matrix

Appfluence

ReportsNow

Crowdtap

AspenOne Supply Chain Management

Aspen Technology

FastPIPE

FastEST, Inc.

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

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.

For sales teams and business owners that want clear, a suite of CRM tools by Cambridge Kinetics, boasting a fast interface designed to make it easier to capture, update and find the information that needed to run an organization's sales operation. The vendor states it is really suited to businesses of up to 30 users, the web based interface can be securely viewed from any internet enabled device offering a real-time view of company data.

Cambridge Kinetics presents it as ideal for both b2b and b2c companies, and state it can capture company or contact information quickly to facilitate building a relationship. With the configuration-free capture or email, client activities can be kept up to date. Users call directly from the record with or without a VoIP system.

The company offers a 30 day free no-obligation trial or a free consultation.

Standard

Professional

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

RealtimeCRM by Cambridge Kinetics

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.

Cambridge Kinetics

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.

Security

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.

RealtimeCRM

Overview

What is RealtimeCRM?