ProfiCRM

ProfiCRM, developed by Sniperlab, is a CRM (Customer Relationship Management) platform aimed at small and medium-sized teams. According to the vendor, ProfiCRM provides a range of tools and features to efficiently manage contacts, sales agents, opportunities, tasks, orders, territory management, and advanced reporting. It is designed to optimize customer relationships and drive business growth.

Key Features

Contacts: According to the vendor, ProfiCRM allows users to manage business relationships with contacts and companies. Contacts can be organized by regions and product categories, and detailed sales agent activity can be tracked within specific time periods.

Orders & Products: The vendor claims that ProfiCRM enables users to easily add and manage orders and products. Products can be sorted based on product groups and categories, and ongoing orders can be viewed to track the health of the business.

Tasks & Opportunities: ProfiCRM allows users to create and manage tasks and opportunities, set priorities, and add notes to track progress. Files and documents can also be attached for easy reference.

Advanced Reporting: According to the vendor, ProfiCRM offers detailed reporting capabilities on sales activity, sales agents, products, and business relationships. Users can compare the efficiency of sales agents, products, and business relationships, and export reports in PDF or CSV format.

Offers: ProfiCRM provides the functionality to create personalized offers for products and services. Users can add products and services to offers and export them in PDF format. Additionally, offers can be converted into invoices with a single click.

Invoicing: ProfiCRM allows users to generate and manage invoices for products and services. VAT rates can be selected for invoices, and they can be personalized with company branding. Invoices can also be exported in PDF format.

Emails: ProfiCRM offers integration with Mailchimp for email marketing campaigns. Users can create and monitor campaigns directly from the platform, facilitating efficient communication with customers.

Territory Management & Business Activity Management: According to the vendor, ProfiCRM enables users to assign territories and product lines to agents and companies. This helps in organizing sales activity based on regions and product categories, optimizing business operations.

Plugins that make your life easier: ProfiCRM offers integration with various plugins, including Profi WebForm for contact form integration, Google for login, calendar, and contact import, Whosms for SMS communication, Mailchimp for email marketing campaigns, and Jabber for telephone booth (VOIP).

Private & Secure: The vendor states that ProfiCRM ensures the security of data with automatic backups and increased security measures, including firewalls and SSL (HTTPS). Access to sensitive data is restricted for enhanced privacy.