Name: CRM Software
Price: 99 USD
Rating: 9.2 (2 reviews)
Author: Cairo Web Design

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Product Lifecycle Management (PLM)

Text Editors

Development

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Meeting Management

PDF Editors

Payment Facilitation

Supply Chain Management

Visitor Management

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Hedge Fund

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Archiving

Cloud Storage

Composable Infrastructure

Custom Software Development Services

Data Masking

Database Performance Monitoring

Email Encryption

Endpoint Security

Firewall

Fraud Detection

IT Asset Disposal

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

NoSQL Databases

Software Composition Analysis (SCA)

Storage Management

Value-Added Resellers (VARs)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Marketing Automation

Native Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Cloud Infrastructure Entitlement Management

File Integrity Monitoring

Security

3D Modeling

Membership Management

Real Estate

Simulation

Vertical-Specific

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CRM Software, developed by Cairo Web Design, is a platform designed to streamline and enhance interaction management for businesses of various sizes. According to the vendor, this software is utilized by sales and marketing professionals, customer service representatives, business development managers, real estate agencies, and financial institutions. It aims to provide an efficient solution for organizing and tracking interaction with potential or existing clients, partners, agents, and other contacts.

## Key Features

**Manage Interaction**: According to the vendor, this feature allows users to organize and track interaction with clients, partners, agents, and other contacts. It provides the ability to create reports, import/export contacts, and perform audience segmentation. Additionally, users can divide incoming leads among sales managers and analyze marketing campaigns. Access permissions to deals or leads can be varied based on their status or other parameters.

**Find more Leads**: The vendor states that this feature enables users to organize leads in stages and easily change stages using drag and drop functionality. It also allows for the auto importation of leads from emails and .CSV files. Users can keep track of leads in one place and easily monitor their progress. Notes can be added and proposals can be created for leads.

**Customer Support System**: According to the vendor, this feature provides an integrated ticket system to track and resolve cases and issues efficiently. Users can assign reminders to themselves, staff members, and customers. It aims to offer a robust support system for effective customer service.

**Invoices & Quotes**: The vendor claims that this feature allows users to generate invoices and quotes for various products, services, items, reports, and discounts. It supports multiple currencies and recurring invoices. Users can customize fields and statuses for quotes, as well as convert quotes to invoices and set payment options.

**Manage Projects, Milestones**: According to the vendor, this feature enables users to track the time spent on projects for each staff member. It allows for the recording of project expenses and invoices. Users can utilize a professional Gantt Chart for project management and create milestones to organize tasks.

**Email Marketing Tools & Events Invitation**: The vendor states that this feature provides the ability to create visually appealing email postcards and send individual or group emails. Users can attach files from local machines or document libraries. The software also allows for the creation of events and receipt of notifications. Additionally, it offers built-in email marketing tools.

**Business processes in the CRM**: According to the vendor, this feature automates lead and deal processes using business processes. Users can automate actions such as sending emails, assigning responsibilities, and setting tasks. The status of elements can be changed and fields can be filled automatically. New elements, such as deals, can be created through business processes.

**Staff Roles & Permissions**: The vendor claims that this feature allows users to assign specific permissions to staff members. It also provides the ability to override role permissions for each staff member and manage all staff members from one central location.

**Staff Reminders**: According to the vendor, this feature allows users to set up reminders for staff members using email and built-in notifications. Reminders are available for important features and can be customized for each staff member.

**Payment options Integration**: The vendor states that this feature provides a convenient and functional billing system. Users can send invoices to customers and accept payments through integrated payment options.

Basic

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Copper

CRM Software

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.

Cairo Web Design

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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CRM Software

Overview

What is CRM Software?