Name: Indydesk
Price: 12.99 USD
Author: Indydesk Sales

Help Desk

Web and Video Conferencing

Customer Support

Learning Management

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

Environmental, Social, and Governance (ESG)

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Blockchain Analysis

Cloud Management

Cloud Storage

Composable Infrastructure

Container Security

Data Center Backup

Data Integration

Electronic Data Interchange (EDI)

Enterprise Printing

Event Monitoring

Fraud Detection

Function as a Service (FaaS)

Industrial IoT

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Managed Security Service

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

SQL Server Performance Monitoring

Secure Web Gateway

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Creative Management

Customer Advocacy

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Marketing Resource Management

Mobile Marketing

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Dialer

Sales

Application Security

Cloud Security Posture Management

Security

Card Management

Clinical Data Management

Donor Management

Text Analysis

Warranty Management

Vertical-Specific

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Indydesk is a CRM tool designed to streamline sales processes, enhance agent performance, and manage revenue opportunities. According to the vendor, Indydesk is suitable for businesses of all sizes, from small startups to large enterprises. It is used by sales teams across various industries, real estate agents and agencies, freelancers, solopreneurs, and service-based businesses.

## Key Features

**Pipeline Management**: According to the vendor, Indydesk allows users to create custom pipelines and assign leads in stages. It also offers the ability to integrate lead sources to automatically fill leads in the pipeline. Users can import existing leads and perform actions on them, as well as prioritize leads with high conversion probability.

**Revenue Opportunities**: Indydesk provides the ability to visualize and analyze revenue opportunities, giving users deeper visibility into the sales pipeline. According to the vendor, users can generate robust reports to track revenue growth and identify potential upselling and cross-selling opportunities.

**Agent Performance Report**: With Indydesk, users can track and analyze the performance of sales agents. According to the vendor, the software allows users to monitor key metrics such as conversion rates and revenue generated. It also provides insights to identify top-performing agents and areas for improvement, enabling users to optimize sales strategies.

**IP Whitelisting**: According to the vendor, Indydesk offers IP whitelisting functionality to control access to the CRM. This feature enhances security and protects sensitive customer data by restricting access to authorized users and devices, thus preventing unauthorized access and potential data breaches.

**Policy Controls**: Indydesk allows users to set policies and rules to govern CRM usage, defining user roles and permissions for different teams. According to the vendor, this feature helps enforce data privacy and compliance regulations, ensuring consistency and adherence to company guidelines.

**Manage Team & Tasks Seamlessly**: Indydesk enables users to create, assign, and handle tasks among the sales team. According to the vendor, this feature promotes effective collaboration and communication within the CRM, allowing users to track task progress and deadlines. It aims to streamline workflow and improve team productivity.

**Manage Meetings & Appointments**: With Indydesk, users can schedule and manage meetings and appointments. According to the vendor, the software provides reminders and notifications to avoid missed appointments. It also offers the ability to sync with external calendars for seamless scheduling, aiming to improve time management and enhance customer interactions.

**Customize & Save Your Report Dashboard**: Indydesk allows users to customize the report dashboard to view sales metrics. According to the vendor, users can save and access reports for future reference, enabling them to analyze data and track key performance indicators. The goal is to provide insights into sales performance and facilitate data-driven decision-making.

Basic

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

Indydesk

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.

Indydesk Sales

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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Indydesk

Overview

What is Indydesk?