Name: Vortex CRM
Author: Vortex Software

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

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Vortex CRM is a Customer Relationship Management software designed to enhance and streamline customer and partner relationships, according to the vendor. This versatile solution is aimed at businesses of various sizes and caters to a wide range of professions and industries, including sales consultants, commercial departments, back office operations, accounting departments, and technical departments.

## Key Features

**Customer Management**: According to the vendor, Vortex CRM provides a dedicated tab for monitoring and recording customer communications, allowing users to track and record interactions and communications. It serves as a centralized location to view and manage customer communications, aiming to ensure a comprehensive record of customer interactions.

**Sales Consultants**: The vendor states that this CRM software enables the assignment of specific sales consultants to individual customers, with a convenient filtering option to search and assign consultants. It aims to assist in managing and tracking the relationship between sales consultants and customers, potentially enhancing personalized customer service.

**Quotes Management**: According to the vendor, Vortex CRM offers a comprehensive procedure for managing and following up on quotes for goods and services. It includes a reminder option to ensure timely follow-up, potentially streamlining the quote management process and improving efficiency.

**Action Management**: The vendor claims that users can log various actions such as incoming and outgoing phone calls, pending issues, and more. The software provides a reminder and follow-up option to ensure timely action on logged items, potentially helping to organize and manage actions for effective customer communication.

**Meetings Management**: Vortex CRM, according to the vendor, allows users to easily enter and follow up on meetings with customers. The software provides a display of calendar and participants, aiming to facilitate efficient scheduling and management of customer meetings.

**Calls Forwarding**: The vendor states that this CRM software allows seamless call forwarding to another user, with fields to add comments, remarks, and relevant details such as caller company, name, date, and time. It aims to ensure accurate information sharing and smooth transfer of calls.

**Mail Management**: According to the vendor, Vortex CRM provides a centralized system for managing incoming and outgoing emails. Each email is saved in the respective contact tab, making it directly accessible and facilitating organized email communication related to specific contacts.

**Contract Management**: Users can have a comprehensive view of customer contracts, including details such as duration, value, and type, according to the vendor. The software also offers contract renewals management to ensure timely renewal of contracts, potentially aiding in effective contract tracking and management.

**Project Management**: Vortex CRM enables comprehensive monitoring of customer projects and associated tasks, according to the vendor. It provides immediate information to the Commercial Department, aiming to facilitate efficient project management and task tracking.

Vortex CRM is the eponymous customer relationship management software from the company in Athens, used to manage and improve the relationship a business has with customers and partners, existing or prospects. The software is designed to be the starting point for daily Sales Opportunities, Follow-Ups and Sales Endeavors.

Free Forever

CRM Bundle

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Vortex 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.

Vortex Software

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.

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Vortex CRM

Overview

What is Vortex CRM?