Name: Lasso CRM
Rating: 2 (3 reviews)
Author: ECI Software Solutions

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Enterprise Resource Planning (ERP)

Interactive Voice Response (IVR)

Enterprise

Accounting

CTRM

Revenue Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

International Payroll

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Cloud Storage

Data Governance

Data Pipeline

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integration Platform as a Service (iPaaS)

Metadata Management

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Remote Monitoring and Management

Remote Support

Security Validation

Software Defined Storage (SDS)

Solid State Drives

Static Application Security Testing (SAST)

Threat Hunting

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

App Store Optimization (ASO)

Business Card Scanning

Consumer Ratings & Reviews

Content Management

Digital Analytics

Digital Experience Platforms (DXP)

Email Marketing

Event Registration

Marketing Automation

Online Reputation Management

Real-Time Interaction Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Business Caller ID

Professional Services Automation

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Point of Sale

eCommerce

Sales

Microsegmentation

Security

Auto Repair

Building Information Modeling (BIM)

Car Rental

Church Management

Insurance Agency Management

Vertical-Specific

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The Lasso CRM is a cloud-based option for property sales, that provides lead management and sales process automation, email campaign management, and other features. Lasso CRM is now an ECi Software Solutions company since the late 2018 acquisition.

Free Forever

CRM Bundle

Starter

Professional

Unlimited

Agentforce 1 Sales

Lasso 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.

Selecting the Right CRM for New Home Sales

Lasso CRM + Atlas Webchat Demo

Likelihood to Recommend

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Interaction tracking

Help desk management

Lead management

Email marketing

Task management

Reporting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Single sign-on capability

Role-based user permissions

Marketing automation

Mobile access

ECI Software Solutions

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

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.

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.

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.

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.

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.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

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.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and 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.

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

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.

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

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.

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.

Executive Assistant

Lasso CRM 2019-11-25 19:37:29

Lasso CRM 2019-02-28 12:52:50

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Lasso CRM

Overview

What is Lasso CRM?