Name: GoCRM
Price: 39 USD
Author: Ozay

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Interactive Application Security Testing (IAST)

Service Mesh

Software Repositories

WebOps

Development

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Email Spam Filter

Supply Chain Management

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

Cloud Storage

Data Center Infrastructure Management

Data Observability

Data Privacy Management

Database Load Balancing

Desktop Outsourcing

Enterprise Architecture Management

Ethernet Switches

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Managed IT Service

Network Performance Monitoring

Network Simulation

NoSQL Databases

Packet Analyzer

Single Sign-On

Software Defined Storage (SDS)

Tape Storage

Wireless LAN

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Marketing Analytics

Marketing Automation

Retail Media Advertising

Search Engine Marketing (SEM)

Social Media Customer Service

Social Media Management

Social Media Monitoring

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales

Video Surveillance

Security

Construction Management

Equipment Rental

HIPAA Compliance

InsurTech

Investment Portfolio Management

Vertical-Specific

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GoCRM is a CRM platform designed to assist businesses in managing leads, automating sales processes, and optimizing marketing efforts. According to the vendor, GoCRM caters to various professions and industries, including real estate, home builders, mortgage, insurance, and landscaping.

## Key Features

**Built-In Calling**: GoCRM offers an integrated phone system within the CRM dashboard. Users can make calls directly from the CRM system, track call history, and record calls for future reference. Dedicated virtual phone numbers are available for local relevance and easy assignment to team members.

**Text Messaging for Small Business**: According to the vendor, GoCRM enables seamless communication with customers through text messaging. Users can send and receive text messages directly from the CRM platform. Automated text messages can be scheduled for new leads or follow-ups. Text messages can be personalized and tailored to individual contacts.

**Sales Pipeline**: GoCRM provides a visual sales pipeline to track the progress of leads and deals. Users can easily identify leads that require attention and those ready to close. The sales pipeline can be color-coded for easy identification and prioritization. Contacts can be sorted and filtered with over 50 filters and custom fields.

**Schedule**: GoCRM includes a scheduler for managing meetings and appointments. Users can integrate their existing calendar, such as Google or Office 365, for seamless scheduling. The scheduler offers visibility into client appointments and facilitates task and reminder management. Automated scheduling features allow clients and staff to book meetings without disrupting workflow.

**Email Marketing**: GoCRM integrates with leading email providers, enabling users to manage all email activity within the CRM platform. The drag-and-drop email builder simplifies the creation of customized email templates. Email campaigns can be personalized and tailored to specific contacts or segments. Email link tracking provides insights into open rates, link clicks, and overall email performance.

**Marketing Automation**: According to the vendor, GoCRM offers marketing automation capabilities to streamline lead nurturing and engagement. Users can create custom workflows and automate repetitive tasks. Automated drip campaigns can be set up to send personalized messages at specific intervals. Integration with other tools, such as Zapier, expands automation capabilities.

**Marketing Attribution**: GoCRM accurately tracks leads from multiple channels and campaigns. Users can link phone calls and texts to specific ads or campaigns for marketing transparency. Custom attribution rules can be set to accurately assign leads to the correct campaigns and channels. Third-party lead tracking captures additional information and enhances data accuracy.

Basic

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Growth

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70% of marketers say Marketing Automation software is critical to their goals. Find the right tool for you.

The Buyer's Guide to Marketing Automation

Marketing Automation is a subset of Enterprise Marketing Management. Marketing automation software nurtures leads with relevant content, and then routes prospects to a sales rep at the optimal point in the buying process. Key functionality includes:

- Automated marketing campaigns & click tracking
- Email, landing pages and online registration pages
- Lead scoring, lead nurturing & lead management
- Analytics and reporting

Ozay

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

WYSIWYG email editor

Users can create html emails through a drag-and-drop interface, without html coding knowledge.

Dynamic content

Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).

Ability to test dynamic content

Users can test dynamic content prior to launching a campaign.

Landing pages

Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.

A/B testing

Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

Mobile optimization

Users can easily optimize emails and landing pages for mobile devices.

Email deliverability reporting

The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.

List management

This involves creating, filtering, editing, merging and de-duping lists of contacts.

Triggered drip sequences

The software allows users to set up automatic / drip email campaigns triggered by certain events.

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Lead nurturing automation

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Lead scoring and grading

Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

Data quality management

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Automated sales alerts and tasks

The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

Lead segmentation and distribution

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Calendaring

The software helps users maintain a calendar of all marketing activities.

Event/webinar marketing

Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

Social sharing and campaigns

Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.

Social profile integration

The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

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.

Role-based workflow & approvals

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Customizability

Users can customize their instance with features like custom fields and custom objects.

Integration with Salesforce.com

The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with Microsoft Dynamics CRM

The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with SugarCRM

The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Third-party software integrations

Integration functionality with third-party or in-house systems.

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GoCRM

Overview

What is GoCRM?

Key Features...