Name: Clockwork CRM
Price: 50 USD
Author: Mythic Software

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

AI Development

Image Recognition

Version Control

Development

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Transportation & Logistics

Workflow

Enterprise

Accounting

Anti-Money Laundering (AML)

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Network Adapters (CNAs)

Custom Software Development Services

Data Integration

Data Privacy Management

Database Load Balancing

Density-Optimized Servers

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

Migration

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

NoSQL Databases

Privileged Access Management

Release Management

Server Management

Tape Storage

Time Series Databases

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Experience Management

Customer Journey Mapping

Digital Experience Intelligence

Digital Rewards

Email Marketing

Marketing Automation

Mobile Advertising

Press Release Management

Product Information Management (PIM)

Product Intelligence

Social Media Management

Survey & Forms Building

Tag Management

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Headless eCommerce

eCommerce Analytics

Sales

Animation

Computer-Aided Design (CAD)

Construction Workforce Management

Loan Servicing

Patient Engagement

Vertical-Specific

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Clockwork CRM is a customer relationship management (CRM) software designed to streamline business processes and enhance customer relationships for creative small and medium-sized enterprises (SMEs). According to the vendor, Clockwork CRM is tailored specifically for creative SMEs and can be used by companies of varying sizes within industries such as creative agencies, marketing and advertising firms, design studios, event management companies, and digital media companies.

## Key Features

**Contacts**: According to the vendor, Clockwork CRM allows users to easily view interactions with contacts such as emails, meetings, calls, sales, and projects using the timeline.

**File Browser**: The vendor claims that Clockwork CRM provides a secure file management system, allowing users to upload, share, and manage files within the software. Private and shared storage options are available, and files can be shared with clients and customers without requiring them to log in.

**Security**: Clockwork CRM offers two-factor authentication and granular permissions, according to the vendor, to enhance security and restrict access to specific apps and features.

**Customization**: The vendor states that users can brand Clockwork CRM to reflect their own brand by adding logos and customizing colors, making the software feel personalized.

**Knowledge Base**: According to the vendor, Clockwork CRM enables users to create and manage a library of articles for company-wide knowledge sharing. Permissions can be assigned to control access to these articles.

**Emails**: Clockwork CRM includes a fully featured email client, allowing users to manage multiple inboxes in one place. According to the vendor, incoming emails are automatically linked to contacts, and rulesets can be created to organize emails into folders.

**Calendar**: According to the vendor, Clockwork CRM offers various calendar views such as day, work week, week, and month. Users can share calendars with team members and add recurring events with flexible recurrence options.

**Cases**: Clockwork CRM provides a flexible case management system, according to the vendor, allowing users to track bugs, requests, claims, and more. Every interaction and update for each case can be recorded, and custom fields and statuses can be added to tailor cases to specific business needs.

**Sales**: According to the vendor, Clockwork CRM enables users to track opportunities, close deals, and manage the sales pipeline. A sales dashboard provides an overview of the pipeline and sales stats, and sales history and pipeline can be viewed within contact profiles. Custom fields can be created to track information relevant to the sales process.

**Projects**: Clockwork CRM allows users to manage projects in board, list, or timeline views and collaborate in real-time with colleagues. According to the vendor, users can log time, assign tasks, add comments and files, and gain an overview of project progress and profitability through a project dashboard.

Clockwork CRM, from Mythic Software in the UK is presented as business management CRM, and includes a Calendar for managing time, Kanban Boards and Task Lists for managing projects, a Rich Email Client for managing emails, Document Control and tools for managing company files, a Sales Manager to help teams manage sales and close deals, as well as an intelligent Contact Management System that links all these things together.

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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

Clockwork 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.

Mythic Software

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.

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Clockwork CRM

Overview

What is Clockwork CRM?