Help Desk

Web and Video Conferencing

Customer Support

Online Learning

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Visual Collaboration

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Management

On-Demand Payment

Payroll

Professional Employer Organizations (PEO)

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

API Management

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Data Pipeline

Data Quality

Endpoint Encryption

Fraud Detection

In-Memory Databases

Integration Platform as a Service (iPaaS)

Interoperability

Managed Print

Managed Public Cloud Infrastructure

Metadata Management

Network Performance Monitoring

Password Management System

Relational Databases

Virtual Private Network (VPN)

Voice Recognition

Vulnerability Management

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Content Management

Email Marketing

Event Registration

Heatmap and Session Recording

Intent Data

Landing Page

Marketing Automation

Marketing OS

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Webinar

Marketing

Project Management

Prototyping

Transcription

Professional Services

Customer Relationship Management (CRM)

Point of Sale

eCommerce

Sales

Antivirus

Insider Risk Management

Secure Service Edge (SSE)

Security

Church Management

Legal Research

Library Management

Vertical-Specific

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EBP CRM Pro is a customer relationship management (CRM) software offered by EBP. According to the vendor, this software is designed to help businesses manage their customer interactions, improve customer satisfaction, and drive sales growth. It is suitable for businesses of all sizes, from small startups to large enterprises. EBP CRM Pro is used by sales and marketing teams, customer support teams, service-based businesses, retail and e-commerce companies, as well as professional service providers such as consultants and lawyers.

## Key Features

**Customer Database Management**: According to the vendor, EBP CRM Pro allows businesses to store and manage customer information in a centralized database. This includes contact details, purchase history, and communication logs. Users can search and retrieve customer data, ensuring quick access to relevant information during interactions.

**Lead and Opportunity Management**: EBP CRM Pro enables businesses to track and manage leads throughout the sales process. Users can assign leads to sales representatives, track their progress, and set reminders for follow-ups. The software provides an overview of the sales pipeline, helping users identify opportunities and prioritize their efforts.

**Task and Activity Management**: EBP CRM Pro offers a task and activity management system. Users can create and assign tasks, set deadlines, and track progress. They can also schedule appointments, meetings, and follow-ups, facilitating efficient time management and improved productivity.

**Email Integration**: According to the vendor, EBP CRM Pro integrates with email systems. Users can send and receive emails directly within the software, and track email communications with customers. This ensures a complete history of interactions and streamlines communication processes.

**Sales Reporting and Analytics**: EBP CRM Pro provides reporting and analytics features to help businesses gain insights into their sales performance. Users can generate reports on key metrics such as revenue, conversion rates, and sales forecasts. The software offers customizable dashboards and visualizations for monitoring performance and making data-driven decisions.

**Marketing Campaign Management**: EBP CRM Pro supports marketing campaign management. Users can segment their customer database, design marketing materials, and track campaign success. The software provides analytics on campaign performance, helping businesses optimize their marketing efforts.

**Mobile Access**: According to the vendor, EBP CRM Pro offers mobile access. Users can access customer information and perform key tasks on-the-go. They can view and update customer data, manage tasks and activities, and communicate with customers from their mobile devices. This feature enhances productivity and enables users to stay connected with their customers at all times.

Basic

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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

EBP CRM Pro

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.

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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EBP CRM Pro

Overview

What is EBP CRM Pro?