Name: PROCRM
Author: iCanopus Technology

Help Desk

Web and Video Conferencing

Customer Support

PHP Frameworks

Virtual Reality

Development

Academic Advising

Classroom Management

Learning Management

Online Learning

Education

Business Intelligence (BI)

Collaboration

VoIP

Workspace Planning

Enterprise

Accounting

Digital Banking

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Leadership Development

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Change and Configuration Management

Cloud Storage

Configuration Management Databases

Data Masking

Fraud Detection

High Availability Cluster

Incident Response

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

IoT Security

Log Management

Network Performance Monitoring

Storage as a Service (STaaS)

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Email Deliverability

Email Marketing

Marketing Automation

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Swag Management

Video

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales Performance Management

Sales

Intrusion Detection

Security

Aviation

Direct Secure Messaging

Fleet Management

Geographic Information

Legal Billing

Membership Management

OSS/BSS (Operations Support/Business Support)

Online Voting

Real Estate

Rental Property Management

Vertical-Specific

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PROCRM, developed by iCanopus Technology, is a cloud-based software solution aimed at enhancing business operations in the Sales and Service industry. According to the vendor, this tool is suitable for businesses of various sizes, including sales professionals, service providers, customer service representatives, field technicians, and service industry businesses.

## Key Features

**Cloud Based application**: According to the vendor, PROCRM Application is a cloud-based software designed to enhance business operations and drive success. It is said to offer convenience, cost-efficiency, and security. The vendor claims that it is suitable for small businesses looking to streamline operations and large enterprises aiming for greater scalability.

**Automation in all departments**: The vendor states that PROCRM enables businesses to leverage automation in all departments, allowing employees to focus on more important matters. It is claimed to increase efficiency, cost-effectiveness, and customer-centricity.

**Multiple transactional Portal**: According to the vendor, PROCRM offers multiple transactional portals to simplify complex processes, enhancing user experiences and improving operational efficiency. It is said to provide a unified and streamlined platform for users.

**Holistic Management**: The vendor claims that PROCRM offers a unified platform to manage the entire business, eliminating scattered systems and data silos. It is designed to manage sales leads, customer relationships, and service operations.

**Streamlined Operations**: According to the vendor, PROCRM optimizes workflow, making it easier to track leads, manage customers, and follow up on service requests. It is claimed to increase efficiency, save time, and boost productivity.

**Growth Catalyst**: The vendor states that PROCRM provides a tool to manage customer interactions, analyze data, and improve customer satisfaction. It is claimed to fuel business growth and enhance reputation.

**Easy Customization**: According to the vendor, PROCRM is designed to be customizable to fit specific business needs and processes. It offers a tailored solution for each business.

**Real-time Insights**: The vendor claims that PROCRM provides real-time data and analytics for informed decision-making. It is said to help businesses adapt and respond to changing market dynamics.

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Basic - Paid Annually

Professional - Paid Annually

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Copper

PROCRM

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.

iCanopus Technology

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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PROCRM

Overview

What is PROCRM?