Name: Vortico CRM
Author: Vortice Sistemas

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Mobile App Development

Push Notifications

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Embedded Business Intelligence (BI)

Org Chart

Procurement

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Compliance Consulting

Cybersecurity Consulting

Data Virtualization

Dynamic Application Security Testing (DAST)

Electronic Data Interchange (EDI)

Fraud Detection

HTML Editors

IT Service Management (ITSM)

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Network Performance Monitoring

Password Management System

Relational Databases

Remote Monitoring and Management

Software Defined Networking (SDN)

Traffic Switching

Virtual Private Network (VPN)

Virtualization Management

Voice Recognition

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Email Marketing

Heatmap and Session Recording

Landing Page

Marketing Automation

Marketing Resource Management

Mobile Marketing

Presentation

Social Login

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Antivirus

User and Entity Behavior Analytics (UEBA)

Security

Auto Repair

Equation Editors

Insurance Agency Management

Legal Research

Library Management

OSS/BSS (Operations Support/Business Support)

Real Estate Property Management

Vertical-Specific

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Vortico CRM is a customer relationship management (CRM) solution designed to assist companies in effectively managing their customer relationships. According to the vendor, this software helps businesses structure their CRM strategy, transforming plans into organized and measurable activities. It offers a range of features and functionalities that cater to the needs of sales and marketing professionals, customer service representatives, business development managers, retail and e-commerce companies, as well as educational institutions.

## Key Features

**Shared Team Calendar**: According to the vendor, Vortico CRM allows users to create and share team calendars, facilitating the organization of employee activities. It provides visibility into the schedules of all team members, aiding in better planning and task distribution. The software also enables tracking of overdue activities to prevent oversights.

**Contact Management**: The vendor claims that Vortico CRM offers efficient contact management by providing a centralized database for customer contacts. Users can store important information such as contact details, communication history, and preferences. The software allows for easy search and retrieval of relevant information, enhancing customer interactions.

**Sales Pipeline Tracking**: Vortico CRM enables users to monitor and track sales opportunities throughout the entire sales process, as stated by the vendor. It provides visualization of deal stages, allowing users to assign tasks and set reminders for timely follow-ups. The software also offers pipeline performance analysis to identify bottlenecks and optimize sales strategies.

**Email Integration**: According to the vendor, Vortico CRM seamlessly integrates with popular email providers, centralizing all communication channels. Users can sync emails, send and receive messages directly from the CRM platform, and automatically capture email correspondence, linking them to relevant contacts and deals.

**Task Management**: Vortico CRM allows users to create and assign tasks to team members, set due dates, and track progress, according to the vendor. The software enables task prioritization, note and attachment addition, and provides notifications for upcoming deadlines. It aims to ensure efficient task completion and collaboration within the organization.

**Customizable Reports**: The vendor states that Vortico CRM offers customizable reports and analytics to gain valuable insights into sales, customer service, and marketing performance. Users can customize report templates and dashboards to track key metrics and measure progress towards goals. The software aims to facilitate data-driven decision-making for business growth.

**Lead Management**: Vortico CRM, according to the vendor, allows users to capture and track leads from various sources, such as website forms, social media, and events. Users can qualify leads, assign ownership, and nurture them through targeted campaigns. The software enables monitoring of lead engagement and conversion rates to optimize lead generation efforts.

**Document Management**: Vortico CRM provides a feature for storing and managing important documents and files within the platform, as stated by the vendor. Users can organize documents by categories, add tags for easy retrieval, and control access permissions. The software aims to streamline document collaboration and ensure information security.

**Workflow Automation**: According to the vendor, Vortico CRM offers workflow automation to improve efficiency by automating repetitive tasks and streamlining processes. Users can set up workflows to trigger actions based on specific conditions or events. The software aims to reduce manual work, minimize errors, and enhance productivity across the organization.

**Customization and Interface Personalization**: Vortico CRM allows users to customize and personalize the interface according to individual preferences and needs, according to the vendor. Users can tailor the platform to match specific workflows and branding, enhancing user experience, navigation, and overall satisfaction.

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Vortico 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.

Vortice Sistemas

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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Vortico CRM

Overview

What is Vortico CRM?