Name: combit CRM
Rating: 10 (1 reviews)
Author: combit

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Feature Management

Performance Testing

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Embedded Business Intelligence (BI)

Enterprise Search

Enterprise

Accounting

Accounting and Tax Services

Financial Risk Management

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Relocation

Resume Parsing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Migration

Cloud Storage

Component Content Management

Configuration Management

Database DevOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Performance Monitoring

Product Implementation Services

Remote Desktop

Remote Monitoring and Management

Secure Email Gateway

Server Virtualization

Test Management

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Event Management

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Takeoff and Estimating

Direct Secure Messaging

Home Health Care

Insurance Agency Management

Intelligent Document Processing

Medical Office EMR & EHR

Population Health Management

Vertical-Specific

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### Flexibility and Customization
Users consistently highlight the ease with which combit CRM can be tailored to meet their specific needs and workflows. The ability to customize the interface, create individual filters and reports, and adjust the system to align with unique business processes are key strengths mentioned by reviewers. While some users find the software adaptable even for those with limited programming knowledge, others express a desire for more comprehensive user guides to aid in maximizing the platform's customization potential. The overall sentiment leans towards a positive view of combit CRM's flexibility and customization capabilities, with users appreciating the platform's adaptability to diverse requirements.

### User Interface and Usability
Users appreciate combit CRM's user interface for its logical layout and ease of navigation, making data entry and campaign creation straightforward. However, some users, particularly those without an IT background, find the system's customization tools overly complex and challenging to navigate, leading to confusion and difficulty in locating specific features. Despite these mixed opinions, the software's stable performance, fast loading times, and efficient import/export capabilities contribute positively to its usability.

### Integration and Connectivity
Users appreciate combit CRM's integration and connectivity features for their role in enhancing operational efficiency and facilitating interactions with external platforms such as Amazon Seller and DATEV. The system's ability to swiftly adapt to industry-specific requirements and integrate with various systems like Amazon Vendor and online shops has garnered positive feedback. However, some users encountered challenges with the previous system's limitations as their business expanded, leading to manual efforts in order processing and transmission.

### Data Management and Reporting
Users are consistently praising combit CRM for its robust data management and reporting capabilities. The reviews highlight the ease of generating evaluations and reports, as well as the system's ability to handle external data imports and reports efficiently. Users appreciate the comprehensive overview of customer data provided by combit CRM, enabling targeted searches and filtering based on specific criteria for daily operations. Additionally, the platform facilitates the creation of detailed and individualized information beyond basic customer details, indicating vast potential for further development in data management and reporting functionalities.

Users of combit CRM have found the platform to be a comprehensive solution for managing lead interactions. The software is straightforward and easy to use, allowing users to quickly understand and navigate its features. This has been particularly beneficial for businesses that need an efficient and intuitive tool for managing their leads. Additionally, combit CRM supports various use cases, such as member management, apprentice role management, and accounting through the DATEV interface. This versatility makes it a valuable resource for businesses with diverse needs. Customers have also expressed enthusiasm for the ability to map out events using combit CRM in the future, highlighting its potential for event planning and management. While some users have not yet utilized the software and cannot provide specific use cases at the moment, its user-friendly nature and flexible features make it an appealing option for a wide range of businesses seeking effective lead management solutions.

Flexibility, Scalability, and Stability: Users have praised combit CRM for its flexibility, scalability, and stability. Several reviewers mentioned that the software is able to adapt to different needs and handle a growing amount of data without compromising its performance and reliability.

Comprehensive Lead Interaction Management: Many users appreciate combit CRM's comprehensive solution for lead interaction management. They mentioned that the platform covers all necessary functionalities for effective lead management, eliminating the need for additional tools or platforms.

Easy Implementation and User-Friendly Setup: Reviewers found combit CRM easy to implement and get started with. They highlight the user-friendly setup process, which allows them to quickly begin using the software without extensive technical knowledge or support.

Mail Functions Need Improvement: Some users have expressed that the mail functions of the software need improvement, indicating potential issues with sending or receiving emails and organizing the inbox. Lack of Mobile Applications: Reviewers desire iOS and Android applications for on-the-go management support, which suggests the absence of mobile access to tasks and data. Insufficient Features: Users require more features from the software, suggesting a current lack in meeting their specific needs and expectations. Higher Learning Curve: Some reviewers find the software has a higher learning curve compared to previous software they have used, implying it may take more time and effort to become proficient. Non-Straightforward Setup Process: Users felt that the setup process could have been more straightforward, indicating possible difficulties or confusion during installation or configuration.

Combit launched their CRM software in 2004 to provide active support for customer management. combit CRM aims to help users increase customer loyalty and enhance the efficiency and quality of customer-specific processes across all departments. The framework boasts high bespoke customization capabilities, with  virtual fields used to combine data from the system and place it in new contexts (e.g. to visualize customers' sales data with a traffic light, etc.).

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

combit 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.

combit

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.

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.

combit CRM

Overview

What is combit CRM?