Name: Celframe CRM
Author: Celframe

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Mobile App Development

Development

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Org Chart

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Cloud Storage

Component Content Management

Data Quality

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Infrastructure Monitoring

IT Service Management (ITSM)

Identity Governance and Administration

Industrial IoT

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Network Performance Monitoring

Relational Database Management Systems

Session Border Controllers

Solid State Drives

Static Application Security Testing (SAST)

Static Code Analysis

Tower Servers

Traffic Switching

Virtual Private Network (VPN)

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Email Marketing

Heatmap and Session Recording

Intent Data

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Multichannel Retail

Sales Gamification

Sales Intelligence

Sales

Secure Service Edge (SSE)

User and Entity Behavior Analytics (UEBA)

Security

Car Rental

Commercial Drone

Equation Editors

Insurance Agency Management

Public Sector Software

Real Estate Property Management

Trucking Software

Vertical-Specific

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Celframe CRM, developed by Celframe Corporation, is a customer relationship management software designed to streamline sales processes, enhance customer interactions, and improve overall customer satisfaction. It caters to businesses of all sizes, including small and medium-sized enterprises (SMEs) and large enterprises, across various industries. Sales teams, customer service teams, marketing teams, business development professionals, as well as retail and e-commerce businesses, utilize Celframe CRM for effective customer management.

**Key Features**

**Customer Database Management**: Celframe CRM enables businesses to create and maintain a centralized customer database. This feature allows for the storage of contact details, purchase history, and communication history. Users can easily search and retrieve customer information for personalized interactions and targeted marketing campaigns. The database can also be segmented and categorized based on various criteria, facilitating efficient customer segmentation and targeting.

**Lead and Opportunity Management**: Celframe CRM provides tools for managing leads and tracking opportunities throughout the sales pipeline. Users can capture and track leads, assign them to sales representatives, and monitor their progress. The system also facilitates effective management of potential deals, including activities, tasks, and follow-ups, ensuring a streamlined sales process.

**Sales and Pipeline Tracking**: Celframe CRM offers comprehensive sales tracking capabilities. Users can monitor sales activities, track revenue, and analyze sales performance. Real-time visibility into the sales pipeline enables sales managers to identify bottlenecks, prioritize deals, and forecast revenue. The system also provides reports and dashboards for insights into sales trends, conversion rates, and individual salesperson performance.

**Contact and Communication Management**: Celframe CRM helps businesses manage their contacts and communication with customers. Users can store and organize contact details, track communication history, and schedule follow-up activities. The system supports various communication channels, including email, phone calls, and social media interactions, ensuring a holistic view of customer interactions.

**Task and Activity Management**: Celframe CRM includes features for managing tasks and activities related to customer interactions. Users can create and assign tasks, set reminders, and track progress. The system provides a centralized view of all tasks and activities, facilitating efficient collaboration and follow-up.

**Campaign Management**: Celframe CRM allows businesses to plan, execute, and track marketing campaigns. Users can create targeted campaigns, define campaign goals, and track campaign performance. The system provides tools for email marketing, lead nurturing, and campaign analytics, optimizing marketing efforts.

**Reporting and Analytics**: Celframe CRM offers robust reporting and analytics capabilities. Users can generate customizable reports and dashboards, gaining insights into customer relationships, sales performance, and marketing campaigns. Visualizations, charts, and graphs facilitate data analysis and decision-making.

**Integration and Customization**: Celframe CRM can be integrated with other business systems, such as email clients, calendar applications, and e-commerce platforms, streamlining workflows and data synchronization. The system supports customization, allowing businesses to tailor the CRM to their specific needs and workflows. Users can configure fields, layouts, and workflows to align with their business processes.

**Mobile and Remote Access**: Celframe CRM offers mobile and remote access. Users can access customer information and perform CRM tasks on the go through web browsers and mobile apps. This feature enables real-time updates, collaboration, and customer interactions from any location.

**Workflow Automation**: Celframe CRM provides workflow automation capabilities to streamline and automate routine tasks and processes. Users can define workflows, set triggers and conditions, and automate actions such as sending notifications, assigning tasks, or updating records. Workflow automation improves efficiency, reduces manual work, and ensures consistent processes across the organization.

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

Celframe 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.

Celframe

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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Celframe CRM

Overview

What is Celframe CRM?