Name: crmConnect
Price: 49 USD
Author: CRM Australia

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

AI Development

Cross-Browser Testing

Functional Testing

PHP Frameworks

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Case Management

Collaboration

Contract Analysis

Whistleblowing

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

SaaS Spend Management

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

API Design

Change and Configuration Management

Cloud Storage

Cybersecurity Consulting

Data Center Backup

Data Center Cooling

Data Preparation

Data Warehouse

DevOps

Embedded Database

Fraud Detection

Function as a Service (FaaS)

Integration Platform as a Service (iPaaS)

Managed Security Service

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Requirements Management

Sensitive Data Discovery

User Virtualization

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Advocacy

Email Marketing

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales

Identity Threat Detection & Response Software

Security

Apparel

Aviation

Direct Secure Messaging

Geographic Information

Healthcare Learning Management

Intelligent Document Processing

Mental Health

Practice Management

Simulation

Text Analysis

Vertical-Specific

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### Sales Management
Users generally praise crmConnect's sales management capabilities, highlighting its efficiency in streamlining sales processes, tracking leads, and managing sales activities. The automation features for tracking leads and sales are particularly commended for their user-friendly interface and time-saving benefits. Additionally, users appreciate the application's ability to integrate digital marketing efforts with consumer insights, aiding in achieving sales goals and maintaining organized lead databases. The tool's effectiveness in enhancing sales documentation and facilitating communication with customers is also noted positively by reviewers.

### Marketing Automation
Users appreciate crmConnect's marketing automation features for streamlining email marketing campaigns, enabling easy product cataloging across multiple platforms, and facilitating social media integration. The software's calendar and reminder functions help maintain workforce discipline, while cloud storage ensures data accessibility from anywhere. Despite some challenges in UI understanding and software integration, the availability of a dedicated support team is seen as a valuable resource during the onboarding process.

### Customer Management
Users generally praise CRM Connect's customer management capabilities. The application is commended for its user-friendly interface, which aids in quickly resolving customer issues and escalating cases effectively. Customers appreciate the ability to keep track of tickets and resolve issues in a timely manner, ultimately enhancing business performance. Additionally, the tool's features such as contact management, pipeline management, and sales forecasting contribute to high levels of customer satisfaction. The availability of email management across various devices further simplifies communication with customers, making CRM Connect a valuable asset for managing customer relationships efficiently.

### Lead Tracking
Users consistently highlight crmConnect's lead management as a key strength. The platform's lead tracking functionality is praised for its ease of use and ability to streamline the sales process. However, some users express concerns about potential duplicate entries in the lead panel, emphasizing the importance of unique identifiers for new leads to avoid data discrepancies. Despite this issue, the overall sentiment leans towards crmConnect's lead tracking capabilities being beneficial for organizing and managing leads effectively.

crmConnect by crmSubscribe is a subscription management service aimed at small to large publishers. According to the vendor, this solution offers a range of features to streamline billing processes and enhance customer experience. It caters to magazine, catalogue, newsletter publishers, media companies, and publishing houses, providing the tools needed to efficiently manage subscriptions and provide seamless access to content.

## Key Features

**Billing Automation**: According to the vendor, crmConnect allows users to set up custom billing schedules, accept one-time payments, manage taxes, and ensure secure and PCI compliant transactions.

**Multiple Currencies**: The vendor claims that crmConnect enables publishers to accept payments in 14 different currencies, expanding their reach globally and catering to international subscribers.

**Flexible Payments**: According to the vendor, crmConnect offers flexible payment options such as Visa, Mastercard, Amex, PayPal, Direct Debit, and more, providing subscribers with a seamless and convenient payment experience.

**Transparent and Approachable**: The vendor states that crmConnect offers easy-to-understand technical support and upfront communication about account-related matters, aiming to swiftly resolve any problems. They also claim to be available to discuss client needs and work as an internal team.

**Superior Functionality**: According to the vendor, crmConnect is a customizable service that allows users to tailor it to their specific requirements. It offers multi-currency and multi-country functions for global customer communication, multiple product options including digital versions and paywall access, as well as multichannel marketing capabilities and a comprehensive reporting suite with analytical tools.

**Prioritizing Security**: The vendor claims that crmConnect's core system is located within a secure cloud computing environment, ensuring data security. Additionally, they state that server backups are stored in highly redundant physically separate data centers.

**Seamlessly Managed Digital and Paywall Subscriptions**: According to the vendor, crmConnect allows users to efficiently manage both print and digital subscriptions on a single account. They claim that subscribers' credentials can be verified, and seamless access to content can be provided.

**Shopping Cart**: The vendor states that crmConnect offers an easy-to-use shopping cart system, aiming to provide customers with a seamless checkout experience.

Automatic Data Entry: Many users have found the automatic data entry feature of CRM Connect to be a significant advantage. This time-saving feature eliminates the need for manual data entry and improves efficiency in managing customer information.

Dashboard for Sales Activities: The dashboard provided by CRM Connect is highly appreciated by users as it allows for the supervision of all sales activities in one place. This central view enhances visibility and helps in monitoring and managing sales processes effectively, according to multiple reviewers.

Scalability: The scalability of CRM Connect is seen as a valuable attribute by many users. Being able to expand the system as needed is crucial for accommodating the growth and changing requirements of businesses, according to several reviewers.

High Setup Cost: Several reviewers have found the setup process for crmConnect to be costly, making it unsuitable for small-scale companies or startups. 

Difficulty in Navigating UI: Some users have expressed difficulty in understanding and navigating the user interface of the software, which may hinder their ability to effectively use crmConnect.

Performance Issues: Reviewers have reported that crmConnect can be slow at times and occasionally gets stuck, requiring users to wait for a fix. This can impact productivity and user experience negatively.

crmConnect offers a range of use cases that have proven beneficial to users across various industries. With its automatic data entry and sales activity tracking capabilities, users are able to streamline their sales departments and collaborate effectively with the presales team. This has led to increased efficiency and output, allowing businesses to achieve their sales goals more effectively.

Another key use case of crmConnect is managing customer relationships and enhancing after-sales service. Users have found that this software helps them keep track of customer interactions, ensuring no important details or queries are overlooked. The ability to easily organize leads and set follow-up reminders has also been instrumental in achieving sales targets.

crmConnect also excels in facilitating effective communication through features like notifications and quick drafting of emails. This enables users to maintain prompt and efficient correspondence with clients and prospects, resulting in improved customer satisfaction.

Furthermore, the software's ability to manage marketing efforts and consumer feedback has helped businesses increase their reach and make informed decisions. Users appreciate the centralized database that allows them to easily keep track of call center inquiries, customer queries, and conversations in one place.

In terms of usability, crmConnect ensures accessibility across devices, including mobile and personal computers. This feature has been highly valued by users who need to manage emails on the go without any constraints.

Overall, crmConnect offers a decent amount of features that cater to a wide range of needs. From automating database maintenance to achieving customer service goals, this software helps businesses stay organized while ensuring the privacy and security of sensitive customer data.

Basic

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

crmConnect

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.

CRM Australia

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.

crmConnect

Overview

What is crmConnect?