Name: Friday CRM
Author: Web Star Complex

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Academic Advising

Education

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Corporate Social Responsibility (CSR)

Desktop Publishing

Enhanced 911 (E911)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Enterprise

Accounting

Investor Relations

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Build Automation

Cloud Storage

Continuous Delivery

Converged Infrastructure

Data Center Cooling

Data Fabric

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Threat Intelligence

Value-Added Resellers (VARs)

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audio Editing

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Press Release Management

Product Information Management (PIM)

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Quote to Cash

Sales Coaching

Sales

Cloud Infrastructure Entitlement Management

Security

Apparel

Chargeback Management

Dental

Financial Services CRM

ID Card

Internet of Medical Things

Nonprofit Fundraising

Oil and Gas

Vertical-Specific

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Comprehensive Features: Several users have found Friday CRM to have all the necessary features they need, making it a comprehensive solution for their needs. 

Flexibility and Customization: Many reviewers appreciate the flexibility of Friday CRM, as it allows them to customize the software according to their specific requirements. They can easily tailor the streamlined contact features to match their unique needs.

Ease of Use and User-Friendly Interface: Numerous users praise Friday CRM for its overall ease of use, stating that it is the reason they would recommend it to others. They find the software easy to navigate with its simple design, allowing them to perform tasks efficiently. Additionally, new users mention that getting started with Friday CRM is easy due to its user-friendly onboarding process.

Limited Integrations: Some users have expressed their desire for more integrations with popular social media platforms like Google and RingCentral. They feel that the current options are insufficient, which limits their ability to effectively manage customer interactions across different channels.

Weak Export Functionality: Several reviewers have mentioned frustration with the software's export functionality. They find it difficult to export customer lists in a way that meets their needs, as they would prefer each field to be in an individual cell in Excel. This limitation hinders their ability to efficiently analyze and manipulate data outside of the CRM.

Lack of Key Features: A number of users have highlighted the absence of certain key features in Friday CRM. Specifically, they mention the lack of integration with Outlook 365 and the inability to store product information or generate quotes within the system. These missing features make it challenging for these users to streamline their workflow and fully leverage the CRM for their business needs.

Users of Friday CRM have found the software to be a convenient solution for managing their contacts and tasks in digital form. They appreciate the user-friendly interface and ease of use, making it simple even for first-time CRM users. One notable use case is the ability to upload and clean up Google contacts, allowing users to seamlessly link them with the host sites. This feature streamlines the process of organizing and managing contact information.

Another key use case is the flexibility to change and update categories within the CRM. Users have found this functionality helpful in customizing the CRM to match their specific needs. Being able to tailor the categories gives users more control over how they organize and classify their contacts, enhancing overall efficiency.

The pipeline feature offered by Friday CRM has also gained positive feedback. Users describe it as easy to use and express excitement about utilizing it more in the future. The pipeline feature allows users to track their sales or project progress in a structured manner, providing valuable insights for decision-making.

Some users have praised the desktop software for providing a central storage location for contact information. This feature eliminates the need to switch between different platforms, making it easier for users to access all relevant data in one place.

Despite its strengths, there are a few areas where some users have encountered limitations with Friday CRM. Some users have mentioned difficulties with tagging information and entering products, which can be seen as a drawback. Additionally, sluggish response times have been reported by a few users, potentially impacting productivity.

One area that has been highlighted for improvement is integration with other apps, particularly Google and other popular platforms. Users would appreciate seamless synchronization with these apps, allowing for better synergy between different tools.

Overall, Friday CRM caters to various use cases such as uploading and organizing Google contacts, customization through category changes, efficient task management, pipeline tracking, and centralized contact storage. While it offers convenience and user-friendliness, there are still opportunities for enhancement in terms of tag management, response times, and integration with other apps.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

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Starter - Paid Annually

Copper

Friday 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.

Web Star Complex

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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