Overview
What is CREST CRM?
CREST CRM is a fully integrated customer relationship management software designed to help businesses grow by improving their sales process and increasing staff productivity. The software comes with various features that enable the user to manage leads, opportunities, contacts, and activities effectively....
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What is CREST CRM?
CREST CRM is designed to grow seamlessly with a business. The vendor states that CREST CRM will improve customers' lifetime value, simplify the sales process, and increases staff productivity. CREST is a fully integrated CRM product.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Competitors
- Tech Details
What is CREST CRM?
CREST CRM is a fully integrated customer relationship management software designed to help businesses grow by improving their sales process and increasing staff productivity. The software comes with various features that enable the user to manage leads, opportunities, contacts, and activities effectively. With lead management being a key feature of CREST CRM, the sales team can easily capture complete lead information such as organization name, contact name, industry classification, category, source, priority, and status.
The software allows for assigning leads to specific sales representatives along with lead-specific notes and documents. Opportunity and deal management make it possible to create one or more opportunities against any particular lead while recording all necessary attributes for effective tracking. Contact management makes it easy for sales reps to capture all contact details about a given lead and send real-time marketing communications. Moreover, CREST CRM offers user-configurable dashboards built on opportunity and leads data sets coupled with inbuilt reports that provide views across multiple dimensions making data analysis effortless.
CREST CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Quote & order management
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Security Features
- Supported: Role-based user permissions
Platform Features
- Supported: Mobile access
CREST CRM Screenshots
CREST CRM Competitors
- Zoho CRM
- Freshsales
- Salesforce
CREST CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Android, Mobile Web |
| Supported Countries | All Over the World |
| Supported Languages | English |
