Name: Grow CRM
Author: Grow CRM

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Image Recognition

JavaScript Frameworks

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Outsourcing (USA)

Data Lakehouse

Data Masking

Data Privacy Management

Ethernet Switches

Fraud Detection

IT Asset Disposal

IT Asset Management

IT Infrastructure Monitoring

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Security

Routers

Software Distribution

Tape Storage

Technology Business Management

Threat Hunting

Wireless LAN

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Click Fraud

Content Management

Digital Signage

Email Management

Email Marketing

Graphics

Marketing Automation

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Customer Relationship Management (CRM)

Presales

Trade Promotion Management

Sales

Animation

Equipment Rental

InsurTech

Insurance Policy Administration Systems

Laboratory Information Management

Lease Management

Legal Billing

Vertical-Specific

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Grow CRM by Next Loop is a customer relationship management (CRM) software designed to streamline and enhance interactions between businesses and their customers. According to the vendor, this software is aimed at small to medium-sized businesses and caters to the needs of sales teams, marketing teams, customer service teams, project management teams, and freelancers across various industries.

## Key Features

**Proposals**: According to the vendor, users can create project proposals with an easy-to-use interface. No design skills are required, and the goal is to impress prospective clients with professional-looking proposals.

**Workflow Automation**: The vendor claims that this software can automate project and estimate workflows, improving team productivity. It is said to ensure that nothing is missed in the workflow, streamlining processes and eliminating manual tasks.

**Dependency Management**: According to the vendor, users can create relationships between tasks to ensure work is completed in the correct sequence. This allows for the synchronization of work across diverse teams, aiming to improve project coordination and efficiency.

**Project Templates**: The vendor states that users can save time and ensure consistency by using pre-built project templates. It is claimed that it is easy to create new projects based on these templates and customize them to fit specific project requirements.

**Estimates and Invoices**: According to the vendor, users can create professional estimates and invoices for clients. The software allows for tracking payments and managing billing, with the ability to generate PDF files for easy sharing and printing.

**Lead Management**: The vendor claims that users can capture leads from their websites and import existing clients into the CRM. This software aims to organize and track leads, with the goal of converting them into customers.

**Task Management**: According to the vendor, users can assign tasks to team members and clients, set due dates, and track progress. Collaboration and communication within tasks are also possible with this software.

**Email Marketing Integration**: The vendor states that this CRM software can be integrated with email marketing tools. It is claimed that users can manage and nurture customer relationships through email campaigns, track email interactions, and measure campaign effectiveness.

**Custom Fields**: According to the vendor, users can create custom fields to capture and store specific data. This allows for tailoring the CRM to unique business needs and the collection and organization of relevant information.

**File Management**: The vendor claims that users can create file folders to organize and store project-related documents. It is said to be easy to access and share files with team members and clients, keeping all project files in one centralized location.

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

Grow 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.

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.

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Grow CRM

Overview

What is Grow CRM?