Name: theCRM
Price: 35 USD
Author: CRM-UK.com Ltd

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Contract Management

Data Extraction

Risk Management

VoIP

Workspace Planning

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Collaboration

Data Masking

Desktop Outsourcing

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integration Platform as a Service (iPaaS)

License Management

Log Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Password Management System

Release Management

Remote Support

Secret Managers

Software Distribution

Threat Intelligence

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audience Intelligence

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Gamification

Heatmap and Session Recording

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Swag Management

Video Marketing

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Architecture

Debt Collection

Public Sector Software

Real Estate

Vertical-Specific

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### Customer Engagement
Users consistently highlight theCRM's customer engagement capabilities as a key strength, emphasizing its intuitive design that aligns with how users naturally work and think. This user-centric approach to engagement plays a vital role in the success of CRM deployments, as it fosters a positive user experience and minimizes the risk of project failures.

### Data Integration and Management
Users consistently highlight theCRM's robust data integration and management capabilities, emphasizing its effectiveness in centralizing data and converting unstructured data into a structured format. The system's ability to streamline processes such as forecasting, invoicing, and email integration has been commended for enhancing overall operational efficiency. Additionally, the intuitive nature of theCRM's data integration features has garnered positive feedback, with users expressing satisfaction in how the system aligns with their workflow and facilitates smooth data management.

### User Experience and Customization
Users consistently highlight theCRM's user experience as a key strength, emphasizing its ability to align with their unique business processes without the need for workarounds. The platform's agility in customizing and structuring data to meet diverse user needs has garnered positive feedback, with many users expressing satisfaction with how naturally theCRM integrates with their workflow. Additionally, the high level of user engagement facilitated by theCRM contributes to its overall success, as users find the platform intuitive and reflective of their thought processes.

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.

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.

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Copper

theCRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

CRM-UK.com Ltd

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.

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theCRM

Overview

What is theCRM?