Name: eXert CRM
Price: 5000 USD
Author: eXertERP

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Academic Advising

Online Learning

Education

Business Intelligence (BI)

Collaboration

File Sharing

Risk Management

Workspace Planning

Enterprise

Accounting

Digital Banking

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Configuration Management Databases

Data Collaboration

Data Lakehouse

Database Load Balancing

Enterprise Architecture Management

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

License Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Password Management System

Release Management

Secret Managers

Secure Email Gateway

Session Border Controllers

Virtual Private Cloud (VPC)

WiFi Hotspot

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Content Management

Creative Collaboration

Demand Generation

Digital Content Creation

Email Marketing

Marketing Analytics

Marketing Automation

Online Proofing

Social Media Management

Social Media Marketing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Sales Gamification

Sales

Video Surveillance

Security

Debt Collection

Equipment Rental

Laboratory Information Management

Membership Management

Real Estate

Vertical-Specific

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eXert CRM is a Customer Relationship Management solution designed to streamline and enhance customer interactions across various industries. According to the vendor, this software caters to small, medium, and large companies, making it suitable for businesses of different sizes. It is utilized by professionals in sales and marketing, customer service, retail, e-commerce, and financial services to manage and nurture customer relationships effectively.

## Key Features

**Supply Chain Management**: According to the vendor, eXert SCM efficiently manages the movement and storage of goods in a supply chain. It provides capabilities for forecasting, sourcing, planning, and execution, collaborating with channel partners for seamless operations. The software offers consolidated and independent warehouse reporting, providing control over inventory and delivery.

**IMS Masters**: eXert SCM includes features for effective inventory management, such as warehouse, location, and bin masters, as well as FOB (Free on Board) details. According to the vendor, it facilitates item management, vendor management, and stock adjustment, transfer, receipts, and issues. The software also offers various reporting options.

**Kits Management**: eXert SCM simplifies kits management by enabling the assembly and dis-assembly of kits. It supports both built-to-order and build-on-fly kits, according to the vendor. The software streamlines the process of creating picking lists, dispatch orders, inventory indents, and requisitions. It also provides functionalities for managing goods receipt notes, stock allocation, and reconciliation.

**Integration**: eXert SCM integrates with other systems, enhancing overall business operations. According to the vendor, it supports integration with financial management and inventory management systems, enabling centralized financial postings and integration with trial balance and profit & loss statements. The software also facilitates SMS/email-based reminders and alerts. It offers integration with any third-party application database and provides portal-based inquiry generation integration.

**Reporting and Analytics**: eXert SCM offers robust reporting and analytics features, empowering users to gain valuable insights into their supply chain operations. According to the vendor, the software provides comprehensive reports on item listing, stock management, vendor management, consignments, and more. These reports enable businesses to make informed decisions, optimize inventory levels, and identify areas for improvement.

**Workflow Automation**: eXert SCM automates various workflows, reducing manual effort and improving efficiency. According to the vendor, it streamlines processes such as order fulfillment, stock replenishment, and vendor management. The software frees up time for employees to focus on more strategic activities.

**Real-time Collaboration**: eXert SCM facilitates real-time collaboration among stakeholders, including suppliers, intermediaries, service providers, and customers. According to the vendor, it enables seamless communication and information sharing, enhancing transparency and reducing errors.

**Forecasting and Demand Planning**: eXert SCM includes powerful forecasting and demand planning capabilities. According to the vendor, it leverages historical data, market trends, and demand patterns to generate accurate forecasts. The software helps businesses optimize inventory levels, reduce stockouts, and improve customer satisfaction.

**Order Tracking and Fulfillment**: eXert SCM enables efficient order tracking and fulfillment, ensuring timely delivery of goods to customers. According to the vendor, it provides visibility into order status, allowing businesses to monitor and manage the entire order fulfillment process. This feature helps minimize delays and improve customer satisfaction.

Basic

Free Forever

CRM Bundle

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Starter

Plus

ActiveCampaign

eXert 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.

eXertERP

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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eXert CRM

Overview

What is eXert CRM?