Name: TreeOne CRM+
Author: TabTree Software Solutions

Help Desk

Web and Video Conferencing

Customer Support

JavaScript Frameworks

Development

Student Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Enterprise Generative AI

Policy Management

Enterprise

Accounting

Anti-Money Laundering (AML)

Invoicing

Nonprofit Accounting

Payment Hubs

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

Cloud Cost Management

Cloud Migration

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Firewall Security Management

Fraud Detection

IT Infrastructure Monitoring

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

Platform-as-a-Service (PaaS)

Product Implementation Services

Smart Contracts

Tape Storage

Technology Business Management

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Brand Intelligence

Content Management

Email Marketing

IP Geolocation

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Headless eCommerce

Intelligent Virtual Assistant

Lead Generation Services

Lead-to-Account Matching and Routing

Sales Acceleration

Sales

Cloud Access Security Brokers

Database Security

Security

Civil Engineering

Hotel Management

Pharmacy

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Azurepath

Azurepath, LLC.

Webtrends Social

Webtrends

QuickMeasure OnScreen

Tally Systems

ProphetLine for Windows

ProphetLine

Help.com

Distribion

Distribion, Inc.

CoffeeCup Responsive Email Designer

CoffeeCup Software, Inc.

SAP Business Rules Management

Trackur

Cisco Virtualization Experience Infrastructure

Cisco

TreeOne CRM+ is a versatile customer relationship management software designed to assist businesses of all sizes in building, progressing, and retaining clients effectively. According to the vendor, this software offers a wide range of features tailored for sales, marketing, and customer service teams, making it a valuable tool for professionals in various industries, including sales, marketing, customer service, e-commerce, and call centers.

**Lead Management**: According to the vendor, users can capture, track, and nurture leads with ease using TreeOne CRM+. The software allows for the importation of leads from various sources, assignment of leads to sales representatives, and tracking of lead progress through the sales pipeline. Additionally, leads can be categorized based on specific criteria and prioritized using lead scoring.

**Contact Management**: With TreeOne CRM+, businesses can efficiently manage contacts and build a comprehensive database of customer information. Users can store contact details in a centralized location, categorize contacts based on custom criteria, and track interactions with contacts. The software also enables users to set reminders and schedule follow-up activities for personalized interactions.

**Sales Pipeline Management**: According to the vendor, TreeOne CRM+ provides tools for streamlining the sales pipeline and tracking the progress of deals. Users can create custom sales stages, assign deals to sales representatives, and track deal values and expected close dates. The software also allows for the generation of sales reports and analytics, providing insights into sales performance.

**Marketing Automation**: The vendor states that TreeOne CRM+ offers marketing automation features to streamline marketing campaigns and nurture leads. Users can create and manage email campaigns directly within the CRM, utilizing email templates, drag-and-drop editors, and personalization options. The software also enables the automation of email sequences and drip campaigns, with the ability to track email engagement metrics.

**Customer Service Ticketing**: TreeOne CRM+ includes a ticketing system to assist businesses in managing customer service requests and inquiries. According to the vendor, users can create support tickets, assign them to specific agents or teams, and track their status and resolution. The software allows for the categorization of tickets based on priority, type, or category, ensuring efficient handling and escalation of customer issues. Users can also communicate with customers directly within the CRM and maintain a knowledge base of resources.

**Integration with E-commerce Platforms**: According to the vendor, TreeOne CRM+ seamlessly integrates with popular e-commerce platforms like WooCommerce. This integration allows businesses to manage customer interactions and track sales within the CRM, providing a holistic view of customer interactions and transactions.

**Collaboration Tools**: TreeOne CRM+ facilitates collaboration among sales teams, according to the vendor. Users can share deal information, communicate updates, and coordinate activities within the CRM, ensuring streamlined teamwork and efficient deal management.

**Lead Nurturing**: The vendor states that TreeOne CRM+ enables the automation of lead nurturing through email campaigns. Users can stay engaged with leads and move them closer to a sale with targeted and personalized email content. The software also allows for the tracking of email opens, clicks, and other engagement metrics to measure campaign effectiveness.

**Marketing Analytics**: TreeOne CRM+ provides comprehensive analytics, according to the vendor, which allows users to gain insights into marketing performance. Users can track campaign effectiveness, measure ROI, and make data-driven decisions to optimize marketing strategies.

**Customer Support Tracking**: According to the vendor, TreeOne CRM+ enables the tracking of customer support interactions and resolutions. Users can log all customer interactions within the CRM, ensuring a complete history of customer support for improved service delivery and customer satisfaction.

Starter

Team

Growth

Teamgate CRM

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

PlanPlus Online Planner Edition

PlanPlus Online Professional Edition

PlanPlus Online Business Edition

PlanPlus Online

TreeOne 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.

TabTree Software Solutions

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.

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.

TreeOne CRM+

Overview

What is TreeOne CRM+?