Name: RetainUser
Author: RetainUser Systems

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Email Marketing

Market Intelligence

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

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RETAINUSER CRM is a customer relationship management software designed to track and nurture relationships with leads and clients. This solution is specifically tailored for online businesses, targeting professions and industries such as sales teams, real estate companies, business coaches, online education providers, and loan companies. According to the vendor, RETAINUSER CRM offers a range of features that can help businesses streamline their sales operations, enhance customer experiences, and drive growth.

## Key Features

**Lead Capture Automation - Never Miss A Lead**: According to the vendor, RETAINUSER CRM allows businesses to capture leads and their information from various sources such as websites, incoming calls, and digital campaigns. The software automatically syncs lead data, provides instant lead alerts, and tracks complete lead history.

**Assign Leads to Sales Agent**: RETAINUSER CRM enables businesses to easily assign leads to team members with just one click. According to the vendor, the software allows businesses to keep track of the number of leads each sales agent is working with and ensure that every lead is handled by the best-equipped sales agent.

**Reporting And Analytics**: RETAINUSER CRM provides comprehensive reporting and built-in analytics to help businesses gain valuable insights into their sales activities. According to the vendor, businesses can quantify the results of their connections, monitor lead conversion progress, and optimize sales operations for improved productivity.

**Better Personalization**: According to the vendor, RETAINUSER CRM allows businesses to access all important lead information in one centralized location. This, in turn, can help improve customer experiences and increase conversion rates by tailoring interactions based on personalized data. The vendor also claims that the software provides trustworthy real-time reporting and visually appealing dashboards to enhance personalization efforts.

**Improve Marketing**: RETAINUSER CRM offers features that can help businesses gain deeper insights into leads' behavior and preferences to enhance marketing strategies. According to the vendor, businesses can utilize CRM data to create more targeted and effective marketing content. The software also allows businesses to segment their target audience for more relevant content delivery and higher engagement rates.

**Integration**: According to the vendor, RETAINUSER CRM seamlessly integrates with other systems through API integrations for lead capture automation, marketing automation, and communication channels like SMS, WhatsApp, and Email. The vendor claims that with CRM at the center, businesses can ensure smooth data management and focus on selling while integrations handle the rest.

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

RetainUser

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.

RetainUser Systems

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.

RetainUser

Overview

What is RetainUser?