Name: List Master CRM
Price: 350 USD
Author: Tumblehome Enterprises

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Interactive Application Security Testing (IAST)

Product Lifecycle Management (PLM)

Service Mesh

Development

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Operational Analytics

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Pay Equity

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Archiving

Build Automation

Cloud Storage

Composable Infrastructure

Data Integration

Data Privacy Management

Database Performance Monitoring

Email Verification

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Internet Security

License Management

Network Diagnostics

Network Performance Monitoring

Network Simulation

SQL Server Performance Monitoring

Storage Management

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Computer-Assisted Translation

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

API Security

Security

Construction Management

ID Card

Laboratory Information Management

Last Mile Delivery

Municipal

Nonprofit CRM

Roofing

Vertical-Specific

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List Master CRM is a web-based Constituent Relationship Management system designed to efficiently track information about key contacts while effectively managing relationships, donations, grants, events, and campaigns. It serves as a comprehensive contact management database that helps organizations streamline their operations and enhance communication with stakeholders. The vendor asserts that List Master CRM is suitable for organizations of all sizes, including nonprofit organizations, businesses, schools, and companies. It caters to a diverse range of professions and industries, such as nonprofit organizations, business organizations, educational institutions, healthcare organizations, and government agencies.

## Key Features

**Sophisticated donor-management system**: According to the vendor, List Master CRM offers an intuitive search feature that simplifies the management of mailings and campaigns without the need for complex query language.

**Build relationships**: Users can maintain detailed records of interactions, including phone calls, letters, meetings, emails, and bulk email. The vendor claims that List Master CRM enables effective tracking of follow-ups and next steps.

**Track transactions**: The vendor states that List Master CRM allows users to manage intricate information about donations and other transactions, and generate comprehensive financial reports to gain insights into their organization's financial performance.

**Send mass emails**: List Master CRM provides users with the capability to manage e-newsletters and other emails directly through the system. The vendor asserts that users can access detailed records of each email sent and monitor open rates and link clicks to measure engagement.

**Manage events**: According to the vendor, List Master CRM offers convenient features for setting up online event registration, recording participants and their transactions directly into the database, and efficiently managing and tracking event details.

**Manage volunteers**: Users can maintain detailed volunteer profiles, track hours, mileage, and activities, and effectively oversee and engage their volunteer base, as claimed by the vendor.

**Website integration**: The vendor claims that List Master CRM seamlessly integrates information from users' websites into the database, capturing donations, contact forms, event registrations, and more, simplifying data entry and ensuring data accuracy.

**Easy access for multiple users**: Users can access the List Master CRM database from anywhere with an internet connection, without the need for software installation or setup. The vendor states that List Master CRM allows for unlimited users at no additional cost, facilitating seamless collaboration.

**Automatic membership updates**: List Master CRM simplifies the management of membership records by automatically updating membership status based on defined criteria, ensuring accurate and up-to-date member information, according to the vendor.

**Automatic thank you letters/receipts**: The vendor claims that List Master CRM enables users to generate personalized thank you letters and receipts, customize them with their organization's logo, and send them via mail or email to express gratitude to their supporters.

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List Master 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.

Tumblehome Enterprises

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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List Master CRM

Overview

What is List Master CRM?