Name: OrangeCRM
Price: 499 USD
Author: Aexxis

Help Desk

Web and Video Conferencing

Customer Support

Kubernetes Monitoring

Development

Career Center

Education

Association Management

Barcode

Business Intelligence (BI)

Business Process Management (BPM)

Calibration Management

Collaboration

Corporate Performance Management (CPM)

Interactive Voice Response (IVR)

Project Portfolio Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

International Payroll

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

File Sync and Share

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Modular Storage Area Network (SAN)

Network Access Control (NAC)

Network Performance Monitoring

Remote Desktop

Routers

SSL Certificate

Telecom Expense Management (TEM)

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Success

Digital Signage

Email Marketing

Employee Advocacy

Graphics

Marketing Automation

Presentation

Search Marketing Intelligence

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Sales Pipeline

Sales

Data Loss Prevention

Security

Automotive

Awards Management

Car Rental

Emergency Notification

Legal Research

PCB Design

Real Estate Property Management

Vertical-Specific

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### Data Management
Users generally praise OrangeCRM's robust data management capabilities. They appreciate the system's ability to draw data from various sources and present it in a unified and flexible interface. The platform's architecture is commended for its speed in accessing data, even with large datasets, ensuring efficient data processing. Additionally, the replication and backup features across multiple servers in different locations alleviate concerns about data loss, providing users with peace of mind regarding data security. The open API integration and diverse modules enhance the platform's functionality, catering to the specific needs of different companies. Despite some users expressing a desire for a built-in payroll module, overall sentiment leans towards OrangeCRM's effective data management solutions.

### Analytics and Reporting
Users generally appreciate OrangeCRM's robust analytics and reporting features. The platform's ability to draw data from various sources and present it in a flexible interface has garnered positive feedback. Additionally, the analytics modules provide valuable business intelligence and on-demand analytics for drawing insightful conclusions from data. However, some users have noted limitations in customer contact data extraction and content analytics for marketing data. Despite these drawbacks, OrangeCRM's analytics and reporting capabilities are seen as a strong asset for businesses seeking data-driven insights.

### Email Marketing
Some users find OrangeCRM's email marketing capabilities to be lacking, citing issues such as time-consuming data loading and outdated features. The absence of an integrated email option within the website and the dependency on a stable network connection for efficient use are also highlighted as drawbacks. Additionally, the inability to access the system via mobile devices poses a challenge for users seeking flexibility in their email marketing strategies.

### Marketing Campaign Tools
Some users appreciate OrangeCRM's marketing campaign tools for their ease of use in organizing client communication and tracking sales, as well as for facilitating email marketing. However, concerns have been raised about the platform's limitations in extracting customer contact data and providing detailed content analytics on marketing data sent to customers. This mixed feedback suggests that while OrangeCRM's marketing campaign tools offer valuable features, there is room for improvement in certain areas to meet the diverse needs of users.

### Client Relationship Management
Users generally praise OrangeCRM for its efficient client communication organization and sales tracking capabilities. When it comes to client relationship management, users have expressed satisfaction with the software's ability to streamline interactions with clients and candidates. The ease of importing and exporting data, scheduling meetings, and filtering candidates has been highlighted as key strengths. Additionally, the system's automation of recruitment tasks has been commended for saving time and allowing users to focus on essential business growth activities. Despite some minor concerns, overall sentiment leans towards OrangeCRM's client relationship management being a valuable asset for users seeking to enhance their customer engagement and service quality.

Users of OrangeCRM have made several recommendations based on their experiences with the software. The most common recommendations include:

1. Users highly recommend OrangeCRM for its highly secure and flexible data environment, which is considered crucial for every organization. This feature ensures that sensitive customer information is protected and allows for easy management of customer data.

2. Many users appreciate the simplicity of OrangeCRM and its ability to integrate easily with other systems. This makes it convenient for businesses to consolidate their customer information and streamline their operations.

3. Several users suggest trying out the free trial version of OrangeCRM to see if it is a suitable fit for the company's needs. This allows businesses to explore the features and functionalities of the software before making a commitment.

4. Some users believe that while OrangeCRM is a good software to try out, it may take some time to get used to the dashboard setup. This recommendation highlights the importance of providing adequate training and support during the onboarding process.

Overall, users recommend using OrangeCRM as it offers secure data management, simplicity in use, and easy integration capabilities, which can greatly benefit businesses in managing their customer relationships efficiently.

Efficient Data Management: Several users have praised OrangeCRM for its ability to effectively manage and store data. They have found that the software seamlessly replicates and saves data remotely in various locations, ensuring it is always available and eliminating the risk of data loss. This feature has provided peace of mind to users, allowing them to switch business functions without any trace of data loss.

Flexible User Interface: Many reviewers have highlighted the flexibility and user-friendliness of OrangeCRM's interface. They appreciate the capability of drawing data from different sources and the well-built architecture that ensures speed when accessing even large datasets. The combined and flexible user interface allows users to easily view and analyze information from multiple sources in one place, streamlining their workflow.

Effective Communication: Users have consistently mentioned that OrangeCRM greatly improves communication with clients or customers. By organizing client communication, tracking sales, and facilitating email marketing, this software provides a comprehensive solution for customer relations. Reviewers have specifically noted that communication with customers has become easy, leading to increased productivity and growth within their companies.

Limited data extraction capabilities: Several users have expressed frustration over OrangeCRM's lack of support for extracting customer contact data. This limitation can be a hindrance for businesses that rely on such data for various purposes.

Lack of content analytics: Users have mentioned that OrangeCRM does not offer content analytics on the marketing data sent to customers, making it challenging for businesses to analyze the effectiveness of their campaigns. This omission can impede their ability to make data-driven decisions and optimize their marketing strategies.

Time-consuming candidate information loading: According to reviewers, loading candidate information in OrangeCRM is time-consuming, which can lead to frustration among users. This inefficiency may hamper productivity and slow down recruitment processes.

Users of OrangeCRM have found the software to be incredibly useful in automating processes for data management, leading to significant time savings on manual tasks. By streamlining communication efforts, users can easily create and send out bulk email campaigns directly through the system. The user-friendly interface has been praised for its ability to help users avoid wasting time on unnecessary meetings, allowing them to focus on important business growth activities. Additionally, the fear of data loss is alleviated as the system replicates all data and provides easy access. Integration with existing systems has also proven to be efficient and seamless, facilitating the processing of data. Customer support teams have reported being equipped with the necessary tools to provide high-quality service to clients. While there may be some initial navigation required, users have ultimately found the interface helpful. The consolidation of all agency facets under one database eliminates the need for multiple tabs, providing a more efficient workflow. For marketing companies, OrangeCRM serves as a comprehensive Customer Relationship Management tool. It offers the benefit of having customer data in one centralized location, enhancing work efficiency and organization, ultimately allowing businesses to flow better and more smoothly. Users have successfully utilized the product for various purposes including sales, customer care, and marketing activities. The tool also simplifies client communication management by making it easy and accessible within the system.

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

OrangeCRM

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.

Aexxis

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.