Name: SEOCRM
Author: SEO CRM

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Kubernetes Monitoring

Development

Business Intelligence (BI)

Collaboration

Enterprise Content Management

Integrated Workplace Management (IWMS)

PDF Editors

Privacy Policy Generators

Enterprise

Accounting

Accounts Payable

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Storage

Complex Event Processing

Composable Infrastructure

Data Collaboration

Deception Technology

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

LAN Switches

Network Performance Monitoring

Remote Desktop

Robotic Process Automation (RPA)

SaaS Backup

Service Desk Outsourcing

Software Asset Management

Storage Management

Telecom Expense Management (TEM)

User Virtualization

Vector Databases

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Digital Content Creation

Email Deliverability

Email Marketing

Employee Advocacy

Headless CMS

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Social Commerce

Sales

Secure Access Service Edge (SASE)

Security

Awards Management

Card Management

Dealer Management

Healthcare Learning Management

Investment Portfolio Management

Medical Scheduling

Retail Analytics

Text Analysis

Vertical-Specific

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SEOCRM is a comprehensive platform designed specifically for digital marketing agencies. It caters to small to enterprise businesses in the digital marketing industry, including digital marketing agencies, SEO agencies, PPC agencies, web design and development agencies, as well as freelancers in the field. According to the vendor, SEOCRM offers a range of functionalities including project management, sales, marketing, and support, aimed at helping agencies automate their processes and drive business growth.

## Key Features

**Smart Project Management**: SEOCRM provides a feature-rich project management system that enables users to efficiently handle their SEO, PPC, web design, development, and other digital marketing projects. Users can create task templates, assign tasks to team members, and easily track task progress.

**Smart Task Management and Recurring Tasks**: With SEOCRM's smart task management capabilities, users can effectively create and manage tasks. The system allows users to set up recurring tasks on a daily, weekly, monthly, or custom basis, streamlining the task creation process. Tasks can be assigned to multiple team members, ensuring collaboration and accountability.

**Leads Management**: SEOCRM offers a comprehensive leads management system, empowering users to record, manage, distribute, and track leads. Users can capture leads through web forms or manual entry, categorize them, and seamlessly convert them into projects. The system also allows users to add notes, set reminders, and access the activity log for each lead.

**Time Management**: SEOCRM includes time management features that assist users in effectively tracking and managing their time. Users can set goals, create tasks, and add notes and reminders to optimize time utilization. The system aids users in staying organized and maximizing pipeline and sales opportunities.

**Teamwork**: SEOCRM supports teamwork by providing features for task assignment and project collaboration. Users can assign tasks to specific team members, grant client access, and monitor project performance and metrics. The system offers visual tools such as Kanban and Gantt views to visualize project progress and deadlines.

**Invoices**: SEOCRM simplifies the invoicing and billing process by allowing users to create invoices and manage billing seamlessly. Users can receive payments through various payment methods such as PayPal and Stripe, record payments, and efficiently manage bills. The system streamlines the invoicing and payment collection process.

**Client Area**: SEOCRM provides a dedicated client area for managing client relationships and support requests. Users can easily communicate with clients, track support tickets, and provide timely assistance. The client area serves as a centralized platform for managing customer support and contact information.

**Reports**: SEOCRM offers robust reporting capabilities to help users analyze and track project and sales performance. Users can generate reports on various metrics and key performance indicators, gaining valuable insights into their business. The system provides data-driven insights for decision-making and performance evaluation.

**Sales**: SEOCRM includes features for managing sales and optimizing the sales process. Users can create proposals, estimates, and contracts, track sales opportunities, and efficiently close deals. The system aims to assist users in converting leads into customers and driving sales revenue.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Basic

Bolste

SEOCRM

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

SEO CRM

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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