Name: Relenta CRM
Price: 39 USD
Author: Relenta, Inc.

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Development

Board Management

Business Intelligence (BI)

Collaboration

Facility Management

Operational Analytics

Privacy Policy Generators

Enterprise

Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Data Collaboration

Data Mapping

Density-Optimized Servers

Email Encryption

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Telecom Expense Management (TEM)

Web Scraping

Workload Automation

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Employee Advocacy

Local Marketing

Marketing Automation

Mobile Analytics

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales Engagement

Social Commerce

Sales

File Integrity Monitoring

Security

Camp Management

Chargeback Management

Dental

ID Card

Laboratory Information Management

Nonprofit CRM

Vertical-Specific

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Users commonly recommend the following for Relenta:

1. Take advantage of the free trial offered by Relenta to determine if it suits your business needs. This allows potential customers to test the integration of contacts, calendar, and email within the platform.

2. Consider Relenta for email-focused communication. Some users find that Relenta's strength lies in its focus on email communication. It is recommended for businesses that primarily communicate through email, as it offers a robust solution for managing email interactions.

3. Switch to Relenta for more control and reasonable investment. Users suggest making the switch to Relenta, as it provides more value compared to other prominent players in the cloud CRM arena. They believe that Relenta offers greater control over email tracking and website inquiries, making it an attractive option with a reasonable investment.

Overall, users recommend giving Relenta a try through its free trial to assess its fit with specific business requirements.

Relenta CRM is a customer interaction management (CIM) tool designed to assist businesses in managing and developing relationships with a large number of customers. According to the vendor, this software solution combines various functionalities such as email, contact management, email marketing, CRM, calendar, and task management to streamline customer interactions and enhance productivity. It is primarily aimed at small businesses and is used by sales professionals, marketing professionals, customer service representatives, small business owners, and freelancers across various industries.

## Key Features

**Email Based Contact Management**: According to the vendor, users can gain a comprehensive view of each relationship through the Contact Timeline, where all emails and interactions are automatically assigned to contacts, potentially saving time and effort on data logging.

**Productivity Frameworks**: The vendor claims that the integrated "Get Things Done" workflow reduces the need to transfer information between different apps. Users can utilize their inbox as a to-do list, schedule follow-ups, and easily store, share, and send files.

**Multiple Separate Contact Databases**: The vendor states that users can manage multiple contact databases separately, ensuring contacts are organized and easily accessible. This feature allows users to tailor their approach based on specific contact groups, potentially streamlining communication and improving productivity.

**Workflow Automation**: According to the vendor, users can automate sales and marketing processes to generate more leads and convert conversations into opportunities. This feature aims to help users build productive relationships, close more deals, and save time and effort through automated customer service processes.

**Email Comments and Notes**: Users can add comments and notes directly to emails, keeping important information and context easily accessible. This feature allows for collaboration with team members, sharing insights, streamlining communication, and improving collaboration.

**Multiple Sender Identities**: According to the vendor, users can utilize multiple sender identities for different purposes, allowing for tailored communication based on the recipient. This feature aims to maintain professionalism and brand consistency, enhancing personalization and engagement.

**Deals Management**: The vendor claims that users can efficiently manage sales deals, track and monitor their progress, collaborate with team members on deal-related tasks, and potentially improve sales performance to close deals faster.

**Lead Management**: According to the vendor, users can streamline lead management processes, effectively capturing, tracking, and nurturing leads. The automation of lead qualification and follow-up tasks aims to help convert leads into customers more efficiently.

**Contact Families**: Users can group related contacts into contact families, allowing for easy management and tracking of interactions with contact groups. This feature aims to streamline communication, improve relationship management, and keep contacts organized and accessible.

**Automated Email Marketing**: The vendor states that users can run targeted email marketing campaigns and automate email sending and follow-up sequences. By personalizing email content based on recipient data, this feature aims to improve engagement and conversion rates.

Relenta CRM solves a range of business problems for its users, making it one of the most highly regarded CRMs on the market. Users appreciate Relenta's ability to manage multiple projects simultaneously, allowing them to switch between tasks with ease without having to log in and out repeatedly. It also enables them to track customers better, giving them a more complete understanding of their needs and a sense of control over the sales process.

Relenta eliminates the need to pay for and maintain email lists in separate email marketing services while providing an efficient email management system that includes features like email tracking and task management. Users appreciate how this feature allows them to keep all communications with customers organized, searchable, and linked directly to specific customers or projects. Relenta's team access to email history ensures continuity even when team members are on leave, helping them save time and stay focused on their work. Finally, Relenta helps build better customer relationships by enabling users to send personalized emails promptly while keeping track of communication history and preventing embarrassing mistakes. Overall, Relenta CRM's many features make it an indispensable tool for small- to medium-sized businesses looking to manage their workflows efficiently while keeping their customers happy.

Ease of Use: Many users have found Relenta CRM extremely easy to use, unlike other cumbersome and complex products. The interface is user-friendly, allowing for easy navigation and email organization. This has resulted in improved productivity and client response rates.

All-in-One Package: Several users appreciated the package that combined email, contacts, and tasks all in one place. This feature saves time by eliminating the need for multiple applications or software to manage communication with clients. Users also liked the ability to track incoming and outgoing emails while managing hundreds of prospects at a time.

Customer Support: Some users thought customer support was very responsive and dealt with issues in a passionate and personal manner. The help and tech support were always timely, providing common-sense solutions to problems that arose during product use.

Outdated User Interface: Some users have expressed that the user interface of Relenta CRM seems outdated compared to newer applications. 

Lack of Features: Several reviewers have stated that Relenta CRM lacks features such as email analysis and integration with other applications, making it less versatile than some competitors.

Email Notification Issues: A few users have reported issues with email notifications, including emails not being sent to recipients or being delayed in sending.

Relenta is a customer relationship management (CRM) solution with features such as email marketing and easy team collaboration.

Standard

Starter

Professional

Unlimited

Free Forever

CRM Bundle

Relenta 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.

Relenta, Inc.

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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Relenta CRM

Overview

What is Relenta CRM?