Name: Corymbus
Price: 29 USD
Author: Corymbus

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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Corymbus CRM is a customer relationship management software designed for small and medium-sized businesses (SMBs) and independent professionals. According to the vendor, this versatile CRM solution aims to streamline sales processes, enhance customer relationships, and improve overall business efficiency.

## Key Features

**Fluidité Optimale**: According to the vendor, Corymbus CRM prioritizes a smooth and fast user experience, aiming to ensure quick navigation between data and minimize loading times. Interactive tutorials are provided to guide users through the platform, making it easy to learn and use. The CRM allows users to organize their sales process with features such as opportunities, contacts, companies, and activities. A personal assistant analyzes user activity and suggests prioritized actions. Reporting tools are available to track and analyze results.

**Simplicité et rapidité d’accès à l’information**: The vendor states that Corymbus CRM provides a simple and fast access to all data, aiming to ensure a fluid user experience. The user interface is designed specifically for small businesses and independent professionals, allowing for quick browsing, creation, and modification of data. The CRM enables users to easily manage their contacts, companies, opportunities, and activities. Quick filters and search options are provided for efficient data retrieval, ensuring easy access to relevant information. The navigation history feature allows users to quickly switch between recently accessed data, eliminating the need to search for specific records.

**Gérez vos Ventes et votre Relation Client**: According to the vendor, Corymbus CRM helps users manage their sales and customer relationships effectively. Users can organize their contacts, associate them with companies, and synchronize them with their address book. The CRM provides a comprehensive view of sales opportunities, allowing users to prioritize their time and efforts. An interactive sales dashboard offers a consolidated view of sales activities and results. Users can track their sales performance through reporting tools.

**Marketing**: According to the vendor, Corymbus CRM enables users to stay in touch with their customers and prospects and measure the impact of their communications. Users can integrate forms into their website to engage in conversations with visitors. Automated marketing scenarios allow for personalized and targeted communication with contacts. Users can send email and SMS campaigns to targeted contacts and track their responses in real-time.

**Intégrez vos applications**: Corymbus CRM offers various integration options to enhance efficiency. Users can connect their Gmail, Excel, Calendar, Google Contacts, WordPress, Zapier, and API to transfer and synchronize data.

**Data Management**: According to the vendor, Corymbus CRM includes a historical changes feature to keep track of all modifications made to data. Users can easily view the history of changes made to contacts, companies, and other data fields. The feature allows users to identify the user who made the changes, the date and time of the modification, and the old and new values. The historical changes feature can be used to understand the origin of modifications and correct any errors.

**Quoting and Invoicing**: According to the vendor, Corymbus Enterprise Edition allows users to create quotes and invoices directly from sales opportunities. Billing addresses can be automatically populated with the information provided in the corresponding customer company. The CRM can be integrated with other tools, including email (Outlook, Gmail, etc.) and calendar platforms, through connectors. Google contacts can be bidirectionally synced with Corymbus. Users can automate processes using integrations with Zapier and Integromat. Corymbus Automations allows users to define sequences of actions and tests that can be triggered automatically, periodically, or based on specific events.

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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.

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.

Corymbus

Overview

What is Corymbus?