Name: CRMPlus
Author: DailyMails

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Service Mesh

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Risk Management

VoIP

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Masking

Email Verification

File Sync and Share

Fraud Detection

HTML Editors

IT Asset Management

Integration Platform as a Service (iPaaS)

License Management

Log Management

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secret Managers

Software Distribution

Tape Storage

Threat Hunting

Threat Intelligence

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Content Management

Email Marketing

Graphics

IP Geolocation

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

Swag Management

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Video Surveillance

Security

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

Laboratory Information Management

Legal Billing

Vertical-Specific

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CRMPlus, developed by Dailymails, is a sales CRM solution designed to enhance productivity and process visibility for sales teams. According to the vendor, this software caters to organizations of all sizes, including sales teams, help desk teams, project management teams, and IT service management (ITSM) teams.

## Key Features

**Sales CRM**: According to the vendor, CRMPlus provides a comprehensive sales CRM solution that enhances productivity and visibility for sales teams. It enables efficient management of sales processes and customer interactions, offering features such as lead management, opportunity tracking, and pipeline management.

**Help Desk Management**: CRMPlus includes help desk management functionality to streamline customer support processes. The vendor claims it allows for efficient ticket management and tracking of customer inquiries, providing a centralized platform for managing customer issues and resolving them in a timely manner. Collaboration among team members is enabled to ensure prompt and effective customer support.

**Project Management**: CRMPlus offers project management capabilities to facilitate efficient planning, execution, and monitoring of projects. According to the vendor, it allows for task assignment, progress tracking, and resource management. Tools for creating project timelines, setting milestones, and managing project budgets are provided. Team collaboration and communication are enabled to ensure project success.

**IT Service Management (ITSM)**: According to the vendor, CRMPlus includes IT service management functionality to streamline IT processes and improve service delivery. It offers features such as incident management, problem management, and change management. A centralized platform is provided for managing IT assets, tracking service requests, and resolving technical issues. It aims to help IT teams enhance their efficiency and effectiveness in delivering IT services.

**Customizable Interface**: CRMPlus provides a clean and simple interface that is easy to navigate, according to the vendor. Users can customize the interface according to their preferences and needs, personalize their dashboards, and create reports for quick access to relevant information. The vendor claims it offers a user-friendly experience that enhances productivity and user adoption.

**Reporting and Analytics**: According to the vendor, CRMPlus offers robust reporting and analytics capabilities to gain insights into sales, help desk, project, and ITSM performance. It provides a wide range of pre-built reports and dashboards for data visualization. Users can create custom reports and analyze data based on specific criteria, helping organizations make data-driven decisions and identify areas for improvement.

**Integration Capabilities**: CRMPlus integrates with other business systems and applications to streamline workflows and data sharing, according to the vendor. It supports integration with popular tools such as email clients, CRM systems, and project management software. Seamless data synchronization is enabled, eliminating the need for manual data entry. The vendor claims it helps organizations leverage their existing technology investments and optimize their processes.

**Mobile Accessibility**: According to the vendor, CRMPlus offers mobile accessibility, allowing users to access the software on-the-go. It provides a mobile app that is compatible with iOS and Android devices. Users can view and update customer information, manage tasks, and access reports from their mobile devices. The vendor states it facilitates remote work and enhances productivity for sales and support teams.

**Collaboration Tools**: CRMPlus provides collaboration tools such as shared calendars, document sharing, and team messaging, according to the vendor. It enables team members to collaborate on projects, share information, and communicate in real-time. The vendor claims it facilitates effective teamwork and improves overall productivity, helping teams stay organized and aligned on their goals.


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

CRMPlus

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.

DailyMails

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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CRMPlus

Overview

What is CRMPlus?