Datrm.in

Datrm.in is a CRM platform designed by Flat Creek to assist businesses and professionals in building and mobilizing their networks. According to the vendor, the platform focuses on managing relationships and facilitating communication and engagement with contacts. It is suitable for campaigns, non-profits, professionals, realtors, digital marketers, and network marketers of all sizes. The product is widely used by professionals and industries such as campaigns, non-profits, fundraisers, digital strategists, and political operations.

Key Features

Easy imports: According to the vendor, the platform allows users to import existing contacts from various sources such as Excel, Google Contacts, Office 365, web forms, and more. The process of importing contacts is streamlined, supporting bulk or individual imports and popular file formats like CSV.

Powerful search & segment: The platform offers the ability to filter and group contacts based on criteria such as activity, transactions, custom fields, and proximity. Users can easily search and find specific contacts using tags, names, key dates, and geography. Custom filters can be created to segment contacts into targeted lists, and these filters can be saved for easy access.

Simple integrations: Datrm.in integrates with popular tools and platforms like Mailchimp, Campaign Monitor, WordPress, and Zapier. According to the vendor, this allows for seamless integration with third-party applications, streamlining workflows and ensuring data consistency. Data transfer and communication between different platforms can be automated.

Automate actions: The platform enables users to create filters to automatically segment contacts into targeted drip and retargeting campaigns. Automated actions can be set up based on specific triggers or conditions. According to the vendor, this streamlines communication and engagement with contacts, saving time and effort.

Built-in call app: Datrm.in includes an integrated call tool that encourages top contacts to take action. Users can customize the call app for specific events or campaigns and track call results in real-time for effective follow-up. According to the vendor, this feature improves efficiency and productivity in making calls to donors or supporters.

Premium data sources: The platform allows users to enhance existing contacts with social, consumer, and voter data from premium third-party sources like FullContact, L2, i360, and DataTrust. Access to additional information aims to provide deeper insights and personalize interactions. According to the vendor, leveraging data from premium sources can improve targeting and segmentation.