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Users have found that the software excels in helping them track their subordinates' follow-up and contact frequency with clients, …
Overview
What is edge CRM?
edge CRM is a cloud-based, customizable customer relationship management solution designed to help businesses automate and manage operations for sales, service and support teams. The artificial intelligence-based platform enables enterprises to forecast customer trends and use real-time insights to boost…
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What is edge CRM?
edge CRM is a cloud-based, customizable customer relationship management solution designed to help businesses automate and manage operations for sales, service and support teams. The artificial intelligence-based platform enables enterprises to forecast customer trends and use real-time…
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- $10 per userRequired
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Product Details
- About
- Integrations
- Competitors
- Tech Details
What is edge CRM?
edge CRM is a cloud-based, customizable customer relationship management solution designed to help businesses automate and manage operations for sales, service and support teams. The artificial intelligence-based platform enables enterprises to forecast customer trends and use real-time insights to boost business growth and employee productivity.
The vendor statest that key features of edge CRM include lead qualifiers, opportunities management, customer retention action planning, reporting, data privacy and security administration. It lets management teams receive alerts on customer engagement scores and manage customer retention action plans if there is less engagement from active customers. Additionally, it provides sales managers with a 360-degree view/status of open as well as closed tasks for every prospect or client.
edge CRM comes with an in-built Smart PDF module, which allows users to create documents, proposals, and invoices. Pricing is per user, per month and support is extended via phone and online measures.
edge CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Platform Features
- Supported: Mobile access
Additional Features
- Supported: Robo based Smart Sales Pipeline
- Supported: Customer Engagement Scoring
- Supported: Lead Scoring
edge CRM Screenshots
edge CRM Integrations
edge CRM Competitors
edge CRM Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | Apple iOS, Android, Mobile Web |
| Supported Countries | India, US, UK, Australia, UAE, South Africa |
| Supported Languages | English |
edge CRM Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 40% |
| Mid-Size Companies (51-500 employees) | 60% |
| Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users have found that the software excels in helping them track their subordinates' follow-up and contact frequency with clients, resulting in increased closure rates. The CRM features are highly appreciated for their ability to efficiently manage leads and customer records, providing a centralized platform for tracking proposals, client lists, and team activities. Customers have reported a good experience with the software, highlighting its ease of use, responsive support team, and customization options. Additionally, the software's editing and addition tools make it easy for users to interact with customers, meet their needs, and generate calendar events. Users also value the CRM's ability to maintain customer contacts, process inquiries, submit quotations, and collect feedback. The software's organization of data, retrieval of contacts, task management capabilities, and guidance towards deal closure have been beneficial. The AI-driven nature of the software has contributed to increased productivity and sales efficiency. Overall, users find the software to be an excellent assistant in work life – aiding in data segregation, generating reports, sales forecasting, and improving daily work efficiency. The coordination between teams provided by the software is another key benefit that users appreciate.
User-Friendly Interface: The software's user-friendly interface has been praised by many reviewers, making work easier for all employees. Several users have mentioned that the intuitive design and layout of the interface allow them to quickly navigate through the system and perform tasks efficiently.
Convenient and Accessible: Many users find the software convenient to use and accessible. They appreciate being able to access the CRM system from anywhere, whether they are in the office or on the go. This accessibility allows them to stay connected with their leads, track sales activities, and manage customer relationships seamlessly.
Easy-to-Use Features: The user interface and all features of the CRM have been described as very easy to use. Numerous reviewers have highlighted how simple it is to navigate through different sections of the software, create proposals, manage contacts, track sales activities, and generate reports. This ease of use has made it effortless for users to adapt to the software quickly and utilize its full potential in their day-to-day activities.
Cons:
- Limited customization options: Some users have mentioned that the software lacks flexibility in terms of customization, making it difficult to achieve the desired level of personalization. This limitation could potentially hinder users' ability to tailor the software to their specific needs and preferences, limiting its adaptability.
- Lack of advanced features: Many reviewers have expressed a desire for more innovative features and add-ons, suggesting that the current functionality may not meet their advanced needs. The absence of these features could limit the software's capabilities and its suitability for more complex tasks or industries.
- Steep learning curve: Several users have found the software to be complicated and challenging to understand, indicating that there is a steep learning curve associated with its usage. This could pose difficulties for new users who require a more intuitive interface or comprehensive onboarding resources during their initial experience with the software.
Users have made several recommendations for Edge CRM based on their experiences.
Firstly, users highly recommend using Edge CRM for company sales and service management. They find the software to be very productive and efficient in handling these tasks.
Secondly, there is a strong recommendation to take advantage of the various features offered by Edge CRM to improve customer satisfaction. Users believe that utilizing these features can help businesses streamline their processes and provide better customer service.
Additionally, many users specifically recommend Edge CRM for sales purposes. They find the software to be effective in managing sales activities, capturing leads, and closing deals.
Lastly, users also praise the support provided by Edge CRM during the trial period of implementation. They feel that the support team was helpful and responsive, which contributed to a successful trial experience.
Overall, based on user recommendations, it is clear that Edge CRM offers valuable features for sales and service management, and taking advantage of these features can lead to improved customer satisfaction. The positive feedback regarding the support during the trial period further highlights the value of the software for businesses looking to implement a CRM solution.