Name: OrgGen CRM
Author: OrgGen Technologies

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Flowchart

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Enterprise Search

Streaming Analytics

Enterprise

Accounting

Accounting and Tax Services

Budgeting and Forecasting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Freelance Management

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Application Virtualization

Blade Servers

Cloud Storage

Disaster Recovery

Fraud Detection

IT Professional Services

Identity Verification

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Office Migration and Repair

Packet Analyzer

Penetration Testing

Single Sign-On

Vector Databases

Virtual Data Room

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Click Fraud

Content Management

Customer Success

Digital Content Creation

Email Marketing

Enterprise Marketing Management

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

URL Shorteners

Video Editing

Web Analytics

Marketing

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Revenue Operations

Sales

Interior Design

Inventory Management

Moving Software

PCB Design

Population Health Management

Public Transportation

Retail Execution

Retail Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Salesmate

Rapidops, Inc.

HubSpot CRM

HubSpot

Salesforce Sales Cloud

Salesforce

Zoho CRM

Zoho

Microsoft Dynamics 365

Microsoft

Insightly

Unbounce

Pipedrive

Pipedrive Inc.

SAP Sales Cloud

Sugar Sell (SugarCRM)

SugarCRM

Bigin by Zoho CRM

OrgGen CRM is a customer relationship management software designed to assist businesses in managing and tracking their sales, marketing, and customer service activities. This CRM solution is suitable for businesses of various sizes, from small startups to large enterprises, and caters to a wide range of professions and industries, including real estate, retail, finance, manufacturers, and trading.

## Key Features

**Sales Execution**: According to the vendor, OrgGen CRM provides tools for managing leads, deals, tasks, and documents, as well as workflow automation to streamline sales processes, with the aim of increasing lead conversion, productivity, and efficiency.

**Field Force Management**: The vendor claims that OrgGen CRM offers a mobile solution to track field activities and performance, providing real-time updates and communication with field staff. It is designed to ensure accountability and improve efficiency in field operations.

**Marketing Campaigns**: OrgGen CRM automates marketing campaigns to reach a wider audience, including customers who do not respond to phone calls. The vendor states that it provides personalized mass email solutions with a variety of email templates for easy creation.

**Complaint Management**: According to the vendor, OrgGen CRM helps manage customer relations and solve problems efficiently. It utilizes a ticket CRM system for handling complaints, increasing support team productivity, and enabling tracking of customer complaints and their resolutions.

**Dashboard & Reports**: OrgGen CRM offers multiple customizable dashboards and widgets to gain insights into lead status, sources, and industry. The vendor claims that it helps analyze sales performance and track progress.

**Lead Management**: The vendor states that OrgGen CRM tracks and manages leads from various sources, provides lead scoring and duplicate identification, offers activity and follow-up management, and enables seamless lead communication and engagement.

**Follow Ups**: OrgGen CRM allows tracking and management of follow-up activities with leads and customers, providing reminders for calls, meetings, and emails. According to the vendor, it ensures timely and effective communication, improving customer engagement and relationship management.

**Reminders**: The vendor claims that OrgGen CRM sends automatic reminders for important tasks and events, helping users stay organized and on top of their responsibilities. It aims to reduce the chance of missing critical deadlines and improve productivity and time management.

**Workflow Automation**: According to the vendor, OrgGen CRM automates routine tasks and processes, reducing human error and increasing efficiency. It enables seamless communication and action triggers, providing real-time updates and notifications.

**Sales Deals**: OrgGen CRM tracks and manages sales deals and opportunities, offering a clear overview of the sales pipeline. According to the vendor, it helps prioritize and focus on high-value deals, enabling collaboration and communication within the sales team.

Starter

Growth

Boost

Free Forever

CRM Bundle

OrgGen 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.

OrgGen Technologies

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.

Security

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

OrgGen CRM

Overview

What is OrgGen CRM?