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theCRM

theCRM

Overview

What is theCRM?

A CRM software designed to improve the management of sales, customers or any business process amenable to digital transformation. Aims to help improve the management, tracking, automation and reporting of all processes as well as increase the efficiency of marketing,…

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Pricing

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://crm-uk.com/crm-uk-pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $35 per month per user
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Product Details

What is theCRM?

A CRM software designed to improve the management of sales, customers or any business process amenable to digital transformation. Aims to help improve the management, tracking, automation and reporting of all processes as well as increase the efficiency of marketing, sales, product management, and service delivery.

theCRM can be integrated with existing systems from the main business applications such as ERP or accounting software through to custom applications. theCRM is also available with enterprise CRM capability.

theCRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

TheCRM has proven to be a valuable tool in the construction industry, solving various business problems for its users. By providing a 360-degree view of complicated relationships between projects, specifiers, resellers, and contractors, the software has revolutionized the way information is stored and accessed. Users have found that theCRM simplifies data management and sharing while adhering to GDPR regulations, making it easier to handle complex construction industry projects and manage numerous contacts that are not classified as customers or leads.

Another key benefit of theCRM is its ability to meet specific requirements that are crucial for efficient project management. Users have successfully achieved offline usage, implementation onto tablets, simple integration of on-site photos against projects, output of forms and signed electronic documents on-site, and immediate email sending when a WiFi signal is found. The software's seamless integration with other tools such as Xero, Teams, and email workflows further streamlines processes and enhances productivity.

With theCRM, businesses in the construction industry have experienced improvements in estimating services, process efficiency, and gaining better insights into their business, suppliers, and customers. The software helps users focus on sales, customer management, and opportunity conversion by centralizing data, forecasting, invoicing, quotes, email integration, accounts integration, and sales, marketing, and support contact management. Its user-friendly interface aligns with how users work and think, contributing to a higher likelihood of successful CRM deployment. Ultimately, the positive user experience with theCRM translates into improved engagement, problem-solving capabilities, ROI, and overall success in project rollouts.

Effective handling of complex route to market: Several users have found that theCRM stands out as the only system capable of effectively managing a complex route to market involving multiple influencers. This functionality has been highly appreciated by reviewers, as it allows them to streamline their processes and ensure smooth operations.

Understanding and quick translation of business needs: Many reviewers have praised CRM UK for their ability to understand their business needs during the design and implementation phase and quickly translate them into custom features. This level of understanding has made the system highly useful for users, enabling them to tailor it specifically to their unique requirements.

Seamless implementation and adaptability: A significant number of users have highlighted the seamless implementation process offered by theCRM, which has allowed them to easily adapt the program to meet the specific needs of their businesses. This adaptability has been greatly valued by reviewers, as it ensures that they can fully leverage the capabilities of the software without having to compromise on their existing workflows.

Browser-related issues: Some users have experienced minor issues with the software, attributing them to compatibility problems with their web browsers rather than inherent flaws in the system itself.

Limited customization options: A few reviewers expressed a desire for more extensive customization capabilities within theCRM, feeling that the current level of customization did not fully meet their specific business needs.

Discovered too late: Several reviewers mentioned that they wish they had discovered theCRM earlier, indicating that its effectiveness for business purposes could have been beneficial to other business leaders they know.

Sorry, no reviews are available for this product yet

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