Name: Netric CRM
Author: Netric

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Product Lifecycle Management (PLM)

Text Editors

Development

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Meeting Management

PDF Editors

Payment Facilitation

Supply Chain Management

Visitor Management

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Hedge Fund

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Archiving

Cloud Storage

Composable Infrastructure

Custom Software Development Services

Data Masking

Database Performance Monitoring

Email Encryption

Endpoint Security

Firewall

Fraud Detection

IT Asset Disposal

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

NoSQL Databases

Software Composition Analysis (SCA)

Storage Management

Value-Added Resellers (VARs)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Marketing Automation

Native Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Cloud Infrastructure Entitlement Management

File Integrity Monitoring

Security

3D Modeling

Membership Management

Real Estate

Simulation

Vertical-Specific

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Netric CRM is a customer relationship management software designed for people-centric organizations. It caters to businesses of different sizes, ranging from small enterprises to large corporations. Sales teams, customer service teams, marketing teams, project managers, and small business owners across various industries such as retail, hospitality, telecommunications, e-commerce, advertising, professional services, construction, IT, and consulting use Netric CRM. It offers comprehensive features and a user-friendly interface to streamline sales processes, provide exceptional customer service, attract new customers, and foster stronger customer relationships.

## Key Features

**CRM for Sales**: Efficiently manage and track sales processes, prioritize tasks, and follow up on leads and opportunities with Netric CRM's tools for lead management, opportunity tracking, and sales forecasting.

**CRM for Service**: Centrally track customer service cases, manage interactions, and ensure timely resolution with Netric CRM. Provide personalized and efficient support to customers, enhancing customer satisfaction.

**CRM for Marketing**: Attract and engage new customers through targeted campaigns with Netric CRM's lead generation, nurturing, and scoring tools. Track campaign performance, analyze customer behavior, and optimize marketing strategies for better results.

**Keep Customers & Accounts Organized**: Get a comprehensive view of customer information, including relationships, activities, cases, deals, and attachments, in one place with Netric CRM. Effectively manage customer relationships and sales opportunities.

**Powerful online contact management software**: Manage contacts and relationships with customers and prospects using Netric CRM's visual representation of the network of relationships between contacts and organizations. Gain insights into connections and interactions between different individuals and organizations.

**Stay on Top of Tasks & Activity**: Never miss a follow-up with Netric CRM's tools for task management, reminders, and calendar integration. Stay organized, track customer interactions, meetings, and deadlines efficiently.

**Collaborate With Other Users**: Facilitate collaboration and communication between team members by leaving comments and notes on customers, leads, calendar events, and other objects within Netric CRM. Ensure seamless coordination and quick responses.

**Your Customers Go With You**: Access customer information and CRM tools from any device with Netric CRM's mobile accessibility. Stay connected and update customer information on the go, eliminating the need for printed lead information or office-based systems.

**Give Netric CRM a test drive, it's free!**: Explore and experience the features of Netric CRM with a free trial. Test the functionality and usability of the CRM system before making a commitment. Enjoy a painless and user-friendly onboarding process with powerful import tools for easy data migration.

**Automate Sales & Service Workflows**: Streamline sales and service workflows by automating repetitive tasks with Netric CRM's powerful workflow engine. Increase efficiency, reduce manual work, and ensure timely actions for improved productivity.

Netric CRM is a customer relationship management (CRM) software accessible with from mobile devices with collaboration and automated workflows.

Free Forever

CRM Bundle

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Professional

Ultimate

Plus

Netric CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Netric

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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Netric CRM

Overview

What is Netric CRM?