Name: PHP CRM
Rating: 10 (1 reviews)
Author: PHP CRM

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Mobile App Development

Development

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Org Chart

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Cloud Storage

Component Content Management

Data Quality

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Infrastructure Monitoring

IT Service Management (ITSM)

Identity Governance and Administration

Industrial IoT

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Network Performance Monitoring

Relational Database Management Systems

Session Border Controllers

Solid State Drives

Static Application Security Testing (SAST)

Static Code Analysis

Tower Servers

Traffic Switching

Virtual Private Network (VPN)

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Email Marketing

Heatmap and Session Recording

Intent Data

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Multichannel Retail

Sales Gamification

Sales Intelligence

Sales

Secure Service Edge (SSE)

User and Entity Behavior Analytics (UEBA)

Security

Car Rental

Commercial Drone

Equation Editors

Insurance Agency Management

Public Sector Software

Real Estate Property Management

Trucking Software

Vertical-Specific

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PHP CRM is a customer relationship management (CRM) software designed to assist businesses in managing their customer interactions, sales processes, and marketing campaigns. According to the vendor, it offers a range of features and functionalities aimed at streamlining and automating various aspects of customer relationship management. PHP CRM is positioned as a solution suitable for startups, small businesses, nonprofits, and midsize NGO businesses. Sales and marketing professionals, customer service representatives, business owners and entrepreneurs, financial services, and the retail industry are among the professions and industries that the vendor claims can benefit from using PHP CRM.

## Key Features

**Customer Follow Up System - Lead Tracking Software**: According to the vendor, PHP CRM's customer follow-up system allows businesses to track customer interactions and communication. It facilitates scheduling appointments, sending messages via email or SMS, and understanding customer prospects and their requirements.

**Appointment Management System**: PHP CRM's appointment management system is designed to assist with online scheduling and appointment management for both companies and customers. The vendor states that it enables sending messages to customers via phone or email and provides a clear overview of scheduled appointments for efficient management.

**Documents & Files Management System**: PHP CRM offers a centralized record-keeping system for securely managing customer documents and files. According to the vendor, it facilitates easy storage, organization, retrieval, and sharing of documents, with support for integration with Dropbox, Google Drive, and other methods.

**Lead Management System**: The vendor claims that PHP CRM's lead management system allows businesses to capture leads and track their activities and behavior. It is said to help qualify and engage leads until they are ready to convert, providing a comprehensive view of leads and their status in the sales process.

**Opportunity Management System**: PHP CRM's opportunity management system is designed to provide businesses with control over the sales process and effective management of sales opportunities. According to the vendor, it offers a powerful platform for sales force automation, allowing tracking and management of opportunities from initial contact to closing the deal.

**Customer Management System**: The vendor states that PHP CRM's customer management system assists in managing interactions with existing and potential customers. It enables storing and organizing customer information for easy access, personalized communication, and building strong customer relationships.

**Invoice Billing Management System**: PHP CRM's invoice billing management system handles time tracking, invoicing, and billing for products and services. The vendor claims that it helps businesses keep track of multiple bills and invoice customers accurately, streamlining the invoicing process and improving cash flow management.

**Expense Management System**: According to the vendor, PHP CRM's expense management system processes, pays, and audits employee expenses. It provides a centralized system for tracking and managing expenses effectively, streamlining expense management, and improving financial control.

**Inventory Management System**: PHP CRM's inventory management system enables businesses to efficiently create and manage products or services and their categories. The vendor states that it supports multiple currencies, allows for easy addition of taxes, and provides a centralized system for inventory management and tracking.

**User Management System**: PHP CRM's user management system allows for the creation and management of multiple staff or users. According to the vendor, it provides role-based access control to CRM modules or sections, allowing for the assignment of specific permissions and access levels to users for efficient user management and security control.

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

PHP 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.

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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PHP CRM

Overview

What is PHP CRM?