Name: Friday CRM
Author: Web Star Complex

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Attendance Tracking

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

File Sync

Enterprise

Accounting

CTRM

Cryptocurrency Mining

Financial Research

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Compliance

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Data Warehouse

Cloud Storage

Container Management

DevOps

Fraud Detection

Hadoop-Related

IT Alert Management

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Access Control (NAC)

Network Performance Monitoring

Phishing Detection and Response

Relational Database Management Systems

Requirements Management

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Automotive

Geographic Information

Hotel Management

Insurance Claims Management

Law Practice Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Telemedicine

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.

Azurepath

Azurepath, LLC.

Webtrends Social

Webtrends

QuickMeasure OnScreen

Tally Systems

ProphetLine for Windows

ProphetLine

Help.com

Distribion

Distribion, Inc.

CoffeeCup Responsive Email Designer

CoffeeCup Software, Inc.

SAP Business Rules Management

Trackur

Cisco Virtualization Experience Infrastructure

Cisco

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.

Starter

Team

Growth

Teamgate CRM

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

PlanPlus Online Planner Edition

PlanPlus Online Professional Edition

PlanPlus Online Business Edition

PlanPlus Online

Friday CRM

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.

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.

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.

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.