Name: ColibriCRM
Author: ColibriCRM

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Text Editors

Development

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Enterprise Asset Management

Facility Management

PDF Editors

Enterprise

Accounting

Anti-Money Laundering (AML)

Cryptocurrency Wallets

Financial Risk Management

Hedge Fund

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printers

Application Virtualization

Change Management

Cloud Storage

Complex Event Processing

Component Content Management

Data Governance

Data Pipeline

Density-Optimized Servers

Disk Based Backup

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Managed File Transfer (MFT)

Metadata Management

Network Performance Monitoring

OpenStack Cloud

Product Implementation Services

Test Management

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Channel Management

Content Management

Contest Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Referral Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales

Certificate Lifecycle Management

Security

Car Rental

Catering

Construction Accounting

Multiple Listing Service (MLS)

Online Fax

Vertical-Specific

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ColibriCRM is a customer relationship management (CRM) software developed by Colibri Advanced Solutions. According to the vendor, the software is designed to assist businesses in managing their contacts, tracking sales opportunities, streamlining marketing efforts, and improving customer support. The product caters to a wide range of companies, including independent professionals, startups, and small and medium-sized enterprises (SMEs).

## Key Features

**Contact Management**: According to the vendor, ColibriCRM allows users to centralize and organize contact information, including clients, prospects, partners, and suppliers. It provides access to a complete interaction history for better relationship management. The software also enables targeted sales offers based on interests to enhance prospecting and customer loyalty.

**Marketing Management**: ColibriCRM offers the ability to segment databases, according to the vendor, to boost sales and retain customers. Users can create mailing lists for email, SMS, and direct mail campaigns. The software provides tools to track the performance of marketing activities.

**Task Management**: The vendor claims that ColibriCRM allows users to plan and schedule daily tasks, ensuring timely follow-up with contacts. The software provides task prioritization features for effective sales prospecting. It also offers calendar synchronization with Google and/or Microsoft Outlook.

**Opportunity Management**: According to the vendor, ColibriCRM enables users to monitor the progress of business opportunities, including deal value, closing date, competitors, and decision-makers. The software aims to optimize sales prospecting with strategic data, providing a clear understanding of each stage of the sales process.

**Document Management**: ColibriCRM allows users to easily retrieve documents related to contacts and company accounts, according to the vendor. The software provides access to files from any connected device and allows for backup and viewing on the go.

**Customer Satisfaction Measurement**: The vendor states that ColibriCRM offers features for measuring customer satisfaction. Users can collect feedback on services and products, aiming to enhance the customer experience and deliver a unique service.

**Event Management**: According to the vendor, ColibriCRM provides easy access to the history of all interactions with contacts. The software offers a clear overview of exchanges with clients, prospects, partners, and other stakeholders. It aims to facilitate precise contact tracking for better activity management.

**Contract Management**: ColibriCRM offers features for managing current and expired client contracts, according to the vendor. Users can visualize important due dates accurately and ensure proper management of maintenance, leasing, insurance, and other contracts.

**Project/Mission Management**: The vendor claims that ColibriCRM allows users to track and manage projects and missions within the software. It provides oversight of each phase of projects, aiming to meet deadlines. Additionally, the software offers features for tracking team travel, expenses, and time spent.

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

ColibriCRM

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.

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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ColibriCRM

Overview

What is ColibriCRM?