Name: Interface 365
Author: iface

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Risk Management

Enterprise

Accounting

Accounts Receivable

Budgeting and Forecasting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Build Automation

Cloud Storage

Data Fabric

Email Verification

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

IoT Security

Network Performance Monitoring

Network Simulation

Network Traffic Analysis (NTA)

Output Management

Platform-as-a-Service (PaaS)

SOA Application Gateways

Software Components

Software-Defined WAN

Web Content Filtering

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Blogging

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Mobile Analytics

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Security Orchestration, Automation and Response (SOAR)

Security

Architecture

Last Mile Delivery

Legal Case Management

Nonprofit CRM

Physical Therapy

Roofing

Vertical-Specific

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Interface 365 CRM is a software platform designed to help businesses effectively manage and nurture client relationships. It offers a wide range of features to streamline various aspects of the business process, according to the vendor. Interface 365 CRM caters to small, medium, and large enterprises across professions and industries such as sales and marketing teams, customer relationship management teams, business development teams, small business owners, and e-commerce businesses.

## Key Features

**Lead and Prospect Management**: Interface 365 CRM enables businesses to efficiently keep, add, and convert potential contacts into clients. It provides lead generation capabilities, automates lead distribution, and helps improve conversion rates, according to the vendor.

**Utility in Education Industry**: Interface 365 CRM offers utility for the education industry, allowing educational institutions to manage contacts, track interactions, and maintain relationships with students, parents, and alumni, according to the vendor.

**Google Apps Integration**: Interface 365 CRM seamlessly integrates with G Suite, enabling users to access and manage emails, contacts, and documents within the CRM platform. It provides a centralized platform for users to perform daily tasks and collaborate with others, according to the vendor.

**Follow-up Reminders**: Interface 365 CRM provides follow-up reminders to ensure users never miss important tasks or opportunities. It helps users stay organized and maintain regular communication with clients and prospects, according to the vendor.

**Drop a Mail Anytime, Anywhere**: With Interface 365 CRM, users can conveniently send emails directly from the platform, anytime and anywhere. It eliminates the need to switch between different applications and provides efficient email management, according to the vendor.

**Sales Pipeline Management**: Interface 365 CRM allows businesses to effectively manage their sales process from start to finish. It helps break down opportunities into stages, track progress, and ensure a smooth and efficient sales management process, according to the vendor.

**Robust Business Reports**: Interface 365 CRM offers detailed and customizable business reports, providing valuable insights into sales performance, pipeline analysis, employee activities, and more. It helps businesses make data-driven decisions and track their progress towards their goals, according to the vendor.

**Real-Time Notifications**: Interface 365 CRM provides real-time notifications for emails, tasks, new contacts, and other updates. Users receive instant notifications, ensuring they stay up to date and never miss any important information, according to the vendor.

**Easy Collaboration**: Interface 365 CRM facilitates seamless collaboration among individuals and groups of users. It allows for document sharing, record linking, and efficient management of events and meetings, enhancing teamwork and productivity, according to the vendor.

**Secure and Scalable Infrastructure**: Interface 365 CRM is built on a highly scalable infrastructure with end-to-end encryption, ensuring the security and privacy of user data. It provides a secure and reliable platform for businesses to manage their client relationships, according to the vendor.

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

Interface 365

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.

iface

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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Interface 365

Overview

What is Interface 365?