Clientar

Clientar CRM is a sales CRM system designed to improve sales management and customer relationship management processes for small to medium-sized businesses. According to the vendor, it provides a straightforward solution for companies engaged in consultative, technical, recurring, and relational sales through their own sales representatives, telemarketers, or distributors. This versatile CRM is utilized by various professionals in industries such as manufacturing, service providers, distributors, resellers, retail, and e-commerce.

Key Features

Dashboard and Real-time Sales Indicators: According to the vendor, users can access a real-time dashboard to gain a comprehensive view of their sales performance and key metrics.

Customer Portfolio Management: The vendor claims that users can effectively manage their customer portfolio by tracking and organizing customer information, interactions, and opportunities.

Follow-up Control: The vendor states that users can schedule and track follow-up activities with customers to ensure no opportunities are missed.

Integration with WhatsApp and Online Chat: The vendor claims that the CRM seamlessly integrates with popular communication tools like WhatsApp and online chat, enabling users to communicate with customers efficiently.

Integration with ERP and Digital Marketing Tools: According to the vendor, the CRM integrates with ERP systems and digital marketing tools, allowing users to synchronize data and streamline their sales and marketing processes.

Reports and Analytics: The vendor states that the CRM provides a range of reports and analytics, including ABC analysis, sales reports, and relationship reports, to help users gain insights into their sales performance and customer relationships.

Contact Management: Users can store and manage contact information, organize contacts into categories or groups, and access a centralized database for easy retrieval, according to the vendor.

Lead Management: The vendor claims that the CRM enables users to track and manage leads throughout the sales pipeline, assign leads to team members, and gain a comprehensive view of the sales process.

Deal Tracking: According to the vendor, users can monitor and manage sales opportunities by creating and updating deal records, visualizing progress through pipelines and stages.

Task and Activity Management: The vendor states that users can create and assign tasks and activities to team members, set due dates, priorities, and reminders, and track and manage activities efficiently with a calendar view.