Name: Clevertim CRM
Author: Clevertim Ltd.

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Academic Advising

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enterprise Legal Management

Meeting Management

Workflow

Enterprise

Accounting

Crypto Asset Management

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Consulting and Advisory Services

Data Center Virtualization

Fraud Detection

Graph Database

IT Asset Disposal

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Managed Hosting

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Network Traffic Analysis (NTA)

SaaS Management

Security Analytics

Software-Defined WAN

System Monitoring

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Computer-Assisted Translation

Content Management

Contest Management

Customer Journey Mapping

Digital Asset Management

Email Marketing

Headless CMS

Marketing Automation

Press Release Management

Product Information Management (PIM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Quote to Cash

eCommerce Analytics

Sales

Camp Management

Clinical Data Management

Dental

Financial Services CRM

Internet of Medical Things

Loan Servicing

Patient Engagement

Warranty 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.

Salesforce Sales Cloud

Salesforce

HubSpot CRM

HubSpot

Zoho CRM

Zoho

Microsoft Dynamics 365

Microsoft

Insightly

Unbounce

Pipedrive

Pipedrive Inc.

SAP Sales Cloud

Sugar Sell (SugarCRM)

SugarCRM

Bigin by Zoho CRM

### Cloud-Based Solutions
Users seem to appreciate the convenience and accessibility provided by Clevertim CRM's web-based cloud functionality. The general consensus is that the platform's cloud-based solutions enhance data security and ease of use. While some users have noted occasional lag during peak server activity and limitations on data uploads, the overall sentiment leans towards the positive aspects of Clevertim CRM's cloud capabilities.

### Data Management and Security
Users generally appreciate Clevertim CRM's robust data management and security features. The platform's ability to handle data processes efficiently, including importing and exporting data in various formats like XLS and CSV, has been well-received. While some users have reported occasional lag during peak server activity, the overall consensus is that Clevertim CRM provides a secure environment for storing and managing data. Additionally, the option for a free 30-day trial allows users to experience the platform's security measures firsthand before committing to a paid subscription.

### Campaign Management
Users have expressed a range of opinions regarding Clevertim CRM's campaign management features. While some users appreciate its ease of use and visual representations for tracking campaigns, others have highlighted limitations such as the absence of email marketing tools and lead capturing functionalities. Despite some drawbacks, users find Clevertim CRM versatile and reliable for managing campaigns efficiently. The software's customization options and ability to handle business operations effectively have been commended by users, showcasing a mix of positive and negative feedback on its campaign management capabilities.

### Email Marketing
Users have expressed mixed feelings about Clevertim CRM's email marketing capabilities. While some appreciate the ease of sending emails and SMS to leads for marketing purposes, others find the lack of robust email marketing tools to be a drawback. The absence of email marketing campaigns within the system has been highlighted as a limitation by some users. Despite its versatility and user-friendly interface, the absence of comprehensive email marketing features seems to be a point of contention among reviewers.

Users generally recommend the following actions when using Clevertim CRM: 

- Try the 30-day free trial to become familiar with the product before making a purchasing decision.
- Upgrade to the premium plan, which offers a capacity of 40 users and additional features at a cost of $2 per user per month.
- Utilize Clevertim CRM for lead and campaign management, as it provides tools and functionalities to streamline sales processes and execute successful marketing campaigns.

Overall, customers appreciate the ease of use, availability of customer support, and security measures taken by Clevertim CRM. They believe it is suitable for smaller companies due to its free trial offer and recommend utilizing it for various areas of an organization, including sales, project preparation, and administration.

Clevertim CRM is a customer relationship management software offered by Clevertim Limited. According to the vendor, the software is designed to help businesses manage customer interactions, track sales leads, and streamline sales and marketing processes. The product is targeted at small to medium-sized businesses. It is utilized by sales teams, marketing teams, customer service teams, IT professionals, and professional services firms. 

**Key Features**

**Contact Management**: According to the vendor, the software allows users to store and manage customer contact information in a central database. Users can keep track of interactions, communication history, and notes for each contact. The software also enables users to categorize contacts into different groups or segments for targeted marketing campaigns.

**Lead Management**: The vendor states that the software enables users to capture and track sales leads from various sources. Users can assign leads to sales representatives for follow-up and monitor the progress of leads through the sales pipeline.

**Task Management**: According to the vendor, the software allows users to create and assign tasks to team members. Users can set due dates, priorities, and reminders for tasks and track task completion to monitor overall team productivity.

**Email Integration**: The vendor claims that the software offers email integration, allowing users to sync emails with Clevertim CRM. This feature helps users keep all communication history in one place. Users can send and receive emails directly from the CRM platform and the software automatically links emails to relevant contacts and leads.

**Calendar and Appointment Scheduling**: According to the vendor, users can manage and view calendars for individual team members using Clevertim CRM. Users can schedule appointments and meetings with clients and send calendar invites and reminders to participants.

**Sales Pipeline Management**: The vendor claims that the software provides a visual representation of the sales pipeline. Users can track the progress of sales opportunities through various stages, set milestones, and monitor the probability of closing deals. The software also offers the ability to generate reports and analytics to analyze the sales pipeline.

**Document Management**: According to the vendor, users can upload and store documents related to contacts, leads, and opportunities in Clevertim CRM. Users can share documents with team members for collaboration and track document versions and access history.

**Reporting and Analytics**: The vendor states that the software allows users to generate customizable reports on various CRM data. Users can analyze sales performance, lead conversion rates, and customer engagement. The software aims to provide insights to make data-driven decisions and improve business strategies.

**Mobile Access**: According to the vendor, Clevertim CRM offers mobile access, allowing users to access the software on-the-go via mobile devices. Users can view and update contact information, tasks, and appointments, enabling them to stay connected and productive while away from the office.

**Integration Capabilities**: The vendor claims that the software offers integration capabilities with popular third-party apps and tools such as email clients, marketing automation platforms, and accounting software. Users can sync data between Clevertim CRM and other business systems to streamline workflows and enhance productivity through seamless data exchange.

Clevertim CRM solves many common business problems related to lead management, sales pipeline development, and team collaboration. Users have found that the product allows them to log new leads and develop initial sales pipelines with ease due to its high level of customizability. Additionally, users benefit from being able to follow up with leads via email and LinkedIn using visual representations that are easy on the eye. 

Clevertim CRM also helps store and capture data through various media platforms in one place while notifying users of aging leads, enabling timely calls with leads or prospects. Moreover, teams can work together on customer cases and sales calls, improving office functionality and productivity while tracking emails, notes, and file exchanges. The ability to use Clevertim CRM on many different devices allows for remote communication and collaboration among small sales, marketing, or customer service teams. Finally, managers can have a full picture of what's going on in their business ensuring that no follow-up is forgotten because this CRM shows all the data in one place.

Customizability: Many users appreciate the high level of customizability that Clevertim CRM offers, with several reviewers finding it easy to tailor the software to their specific needs. 

Affordability: Reviewers note that Clevertim CRM is an affordable platform for tracking campaigns, including various mailing campaigns. Additionally, some users felt that Clevertim CRM stood out from other CRM systems they had used due to its affordability and outstanding customer service.

Ease of use: The user interface and customer support team were reassuring for many reviewers, who felt confident that their team's data was being stored securely. Furthermore, several users found the software easy to install and customize without any training required.

Missing integrations: Some users have expressed concern over the lack of integration options available in Clevertim CRM. This includes no integration with application calendars and Outlook, which can be a drawback for some users. Additionally, some reviewers noted issues with data upload limits which might cause inconvenience.

Limited marketing automation tools: Several reviewers have mentioned limitations in marketing automation tools within Clevertim CRM. While there are some features available, they may not be sufficient to meet the needs of all businesses.

Slow performance: According to multiple reviewers, Clevertim CRM experiences lag at times due to high server activity. Additionally, some users note that both login process and data saving process are very slow.

Clevertim CRM is a customer relationship management (CRM) with contact management and collaboration capabilities.

Starter

Professional

Unlimited

Free Forever

CRM Bundle

Clevertim 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.

Clevertim Ltd.

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.

Clevertim CRM

Overview

What is Clevertim CRM?