Name: Engage CRM Pro
Author: Engage CRM Pro

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Continuous Integration

PHP Frameworks

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Payment Facilitation

Visitor Management

Whistleblowing

Enterprise

Accounting

CTRM

Financial Planning and Analysis (FP&A)

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Cloud Storage

Container Security

Data Center Cooling

Data Preparation

Database-as-a-Service (DBaaS)

DevOps

Fraud Detection

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Security Service

Mobile Data Security

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Scale-Out Storage

Sensitive Data Discovery

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Unified Communications Monitoring

Value-Added Resellers (VARs)

Virtualization Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Incentive Compensation Management

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Virtualization Security

Security

Apparel

Aviation

Fleet Management

Hospital Management

Mental Health

Online Ordering

eDiscovery

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

ReportsNow

Priority Matrix

Appfluence

eMeetingsOnline

FastPIPE

FastEST, Inc.

Crowdtap

AspenOne Supply Chain Management

Aspen Technology

Azurepath

Azurepath, LLC.

Document Locator

ColumbiaSoft

Screenful

Screenful Oy

Frosmo

Frosmo Ltd

Engage CRM Pro is positioned as a comprehensive customer relationship management solution designed exclusively for growing businesses and distributors. According to the vendor, this software offers a range of modules to effectively manage sales and marketing, service operations, ERP, projects, and business insights. It is specifically tailored for small businesses and distributors and caters to sales and marketing professionals, service technicians and managers, operations managers, project managers, and business analysts across various industries.

## Key Features

**Funnel Management**: According to the vendor, users can track marketing leads, interactions, and customer insights in one centralized platform, facilitating easy management of the sales funnel. The software provides progress reports on marketing effectiveness, sales productivity, and individual performance.

**Transactional Sales Analysis**: The vendor states that the software enables users to measure the success of marketing and sales campaigns. It tracks deal value and conversion cost for each customer, providing data-driven insights to improve campaign performance.

**Territory Coverage Tracking**: According to the vendor, the software allows users to set territory-based goals and allocate accounts for each territory, fostering healthy competition within the team. It also provides insights into customer behavior based on geography, enabling efficient resource allocation.

**Forecasting Upselling Opportunities**: The vendor claims that the software utilizes data to identify opportunities for faster, high-value conversions at lower costs. It provides insights that predict sales opportunities at different stages of the sales funnel or in different territories, aiding in the planning of targeted marketing campaigns.

**Systematic Installation Service Handling**: According to the vendor, the software automatically generates installation service requests with every product purchase. It efficiently manages service pipelines, allocating service personnel and resources to ensure customer satisfaction.

**Escalation Management**: The vendor states that the software facilitates the logging and escalation of service issues to the relevant parties for prompt resolution. It aims to prevent customer churn by addressing and resolving issues in a timely manner.

**Entitlement Management**: The vendor claims that the software effectively tracks and manages the resources and instruments required for each service operation. It ensures that field personnel have the necessary tools and resources to complete their service operations.

**Visibility of Instrument Service History**: According to the vendor, the software tracks and records service updates for every product, providing a comprehensive history of instrument service. This feature aids in better planning and timely service requirements.

**Order Management and Tracking**: The vendor claims that the software enables users to track the placement, processing, and shipping of every order. It provides real-time order tracking for better visibility and a streamlined order delivery experience.

**Inventory Management**: According to the vendor, the software assists users in maintaining optimal inventory levels by recording and tracking inventory. It also provides alerts for items that may run out in the near future, helping to prevent stockouts.

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

Engage CRM Pro

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.

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Engage CRM Pro

Overview

What is Engage CRM Pro?