Name: coconutbox CRM
Author: cokuna communication

Call Center Workforce Optimization

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

AI Development

Functional Testing

Innovation Management

No-Code Development

Development

Learning Management

Education

Business Intelligence (BI)

Collaboration

Enterprise Content Management

Enterprise Search

PDF Editors

Privacy Policy Generators

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Delivery Controllers (ADC)

Cloud Management

Cloud Storage

Converged Network Adapters (CNAs)

Data Center Cooling

Data Warehouse

Disk Cloning

Firewall

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

LAN Switches

Managed DNS

Network Operating Systems

Network Performance Monitoring

Software Composition Analysis (SCA)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Contact Management

Content Management

Customer Experience Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Mobile Advertising

Product Intelligence

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Headless eCommerce

Sales Enablement

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Apparel

Fleet Maintenance

Loan Servicing

Restaurant POS

Text Analysis

Vertical-Specific

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coconutbox CRM is a customer relationship management (CRM) tool designed for small to medium-sized businesses. According to the vendor, this versatile CRM system is suitable for sales, marketing, and service teams in various professions and industries, including retail and hospitality. With its customizable search criteria, integrated teams, and focus on enhancing customer experiences, coconutbox CRM aims to provide a comprehensive solution for businesses looking to streamline their operations and build relationships with their customers.

## Key Features

**Customisable search criteria**: According to the vendor, users of coconutbox CRM have the ability to determine search criteria for objects within the system. They can customize area structures, categories, and characteristics to meet their specific needs. The CRM tool provides the flexibility to set custom properties or characteristics for filtering objects, which may allow for efficient and personalized search capabilities.

**Versatile CRM system**: The vendor states that coconutbox CRM combines sales, marketing, and service teams within a single platform. It is designed to facilitate cooperation with customers and aims to enable businesses to create customer experiences through a unified tool. According to the vendor, this CRM system is intended for small to medium-sized businesses and aims to assist in effectively managing customer relationships.

**Integrated sales, marketing, and service teams**: According to the vendor, coconutbox CRM seamlessly integrates sales, marketing, and service teams within one platform. This integration is said to promote collaboration and coordination among these teams, potentially streamlining workflows and improving communication across departments. The vendor suggests that this holistic approach to customer relationship management may enhance overall efficiency and effectiveness.

**Enhanced customer experiences**: The vendor claims that coconutbox CRM enables personalized interactions and tailored communication with customers. Users can track customer interactions, preferences, and history to provide a personalized experience, potentially building strong and long-lasting customer relationships. According to the vendor, this focus on customer experiences aims to drive customer loyalty and satisfaction.

**Flexible views and structures**: According to the vendor, coconutbox CRM offers flexible views and structures that can be customized according to user preferences. Users have the ability to customize the layout and organization of data within the CRM tool, creating custom views and structures to match specific business needs. The vendor suggests that this flexibility may optimize the CRM interface and enhance user productivity and efficiency.

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Professional - Paid Annually

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Starter - Paid Annually

Copper

coconutbox CRM

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.

cokuna communication

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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coconutbox CRM

Overview

What is coconutbox CRM?