Name: edge CRM
Rating: 8 (1 reviews)
Author: edge CRM

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Service Mesh

Development

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Pay Equity

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Center Backup

Data Integration

Data Masking

Database Load Balancing

Edge Computing

Email Encryption

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

Object Storage

SQL Server Performance Monitoring

Unified Endpoint Management (UEM)

Web Content Filtering

Information Technology

A/B Testing

AI Writing Assistant Software

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Content Management

Customer Journey Analytics

Digital Asset Management

Digital Content Creation

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Consulting

Sales

Animation

Dealer Management

PCB Design

Travel Agency

Vertical-Specific

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### Sales Management
Users generally praise edge CRM's sales management capabilities. They appreciate the ease of tracking sales activities, generating reports, and managing leads and opportunities hassle-free. The platform's sales tracking, reminder features, and proposal sharing functionality are highlighted as key factors in increasing sales efficiency. Additionally, users find the AI-driven nature of the software to be beneficial in enhancing productivity and streamlining sales processes. The ability to store customer data, optimize sales and marketing processes, and improve customer service is also commended by users. Furthermore, the platform's user-friendly interface, quick support from the team, and data security features are noted as valuable assets for sales professionals.

### Lead Generation and Tracking
Users appreciate edge CRM's lead generation and tracking features for their user-friendly interface and comprehensive functionalities. The system's ability to streamline lead management processes, track customer interactions, and generate reports efficiently has garnered positive feedback. However, some users have expressed concerns about limitations in saving multiple requirements for the same client as separate leads and challenges in recording repeat sales for the same product. Despite these minor drawbacks, the majority of users find edge CRM's lead generation and tracking capabilities to be valuable assets in enhancing sales and business performance.

### Customization and Integration
Users consistently praise edge CRM's customization capabilities, highlighting its flexibility and ability to tailor modules to specific business needs. While some users appreciate the ease of understanding options and the supportive team for customization, others emphasize the professional analysis of requirements and the user-friendly interface. However, there are concerns about the costliness compared to other CRMs and the lack of certain modules like Machine Learning and Artificial Intelligence. Users also express a desire for enhanced integration options beyond ERP and Outlook to further streamline their workflows.

### Customer Data Management
Users consistently highlight Edge CRM's customer data management as a standout feature, emphasizing its ability to centralize all client information in one platform. They appreciate the ease of tracking customer requirements, leads, and interactions, enabling timely follow-ups and personalized service. The software's systematic approach and user-friendly interface contribute to efficient data organization and quick responses to customer inquiries. Additionally, the availability of detailed reports and dashboards on both web and mobile applications enhances data accessibility and decision-making processes. Users find Edge CRM's customer data management to be a valuable asset in improving customer relationships and streamlining business operations.

### Security and Data Protection
Users consistently highlight edge CRM's data security and protection as standout features, emphasizing the ease of monitoring and sharing sensitive information within the platform. However, there are concerns raised about the need for further enhancement in security measures to meet evolving industry standards. The general sentiment leans towards appreciation for the existing security features but also a call for continuous improvement to ensure data integrity and confidentiality.

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.

Cons:
1. 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.
2. 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.
3. 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.

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.

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.

Starter

Professional

Unlimited

Agentforce 1 Sales

Free Forever

CRM Bundle

HubSpot CRM

edge CRM

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.

AI-driven Lead Scoring helps sales rep to prioritize their focus

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.

Security

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.

edge CRM

Overview

What is edge CRM?