Name: Wisible CRM
Author: Wisible

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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Wisible CRM is a lead capturing management tool designed to streamline the lead capturing process for sales teams, marketing teams, and business development professionals. This CRM solution is aimed at B2B businesses and digital businesses of various sizes. According to the vendor, Wisible CRM allows users to capture leads from communication channels such as social media platforms, web forms, and customer calls. The tool enables businesses to store incoming leads from social media channels and seamlessly pass them to the sales team.

## Key Features

**Lead Capturing Management**: According to the vendor, Wisible CRM enables users to capture leads from various communication channels, including social media platforms. It allows businesses to store incoming leads from all social media channels across platforms and pass them to the sales team.

**Automated Form Fill-out and Deal Creation**: Wisible CRM allows users to capture leads from web forms in real-time. The tool automatically generates leads with labels indicating the channel they came from, aiming to prevent any leaks in the lead capturing process.

**Mobile Lead Capturing**: According to the vendor, Wisible CRM allows users to capture leads from customer calls and generate automated deals from those calls. Additionally, users can make calls directly from the CRM platform.

**Easy Lead Generation**: According to the vendor, Wisible CRM makes lead generation effortless. Users can easily generate leads from direct sales, including events, with just a click, aiming to prevent the loss of potential leads.

**Import Leads**: Wisible CRM offers an easy and convenient way to import customer data from spreadsheets into the platform, according to the vendor. Users can import data quickly and efficiently, aiming to save time and effort.

**Open API Integration**: According to the vendor, Wisible CRM can be seamlessly integrated with other applications through its open API. This feature allows users to connect Wisible CRM with external applications, aiming to enhance overall business processes and efficiency.

**Lead Scoring**: According to the vendor, Wisible CRM's lead scoring feature helps businesses measure the quality of leads. It aims to assist businesses in prioritizing leads based on their likelihood of closing deals, increasing the chances of successful conversions.

**Smart Inbox**: Wisible CRM automatically binds every email related to a deal, providing a centralized location for all communication, according to the vendor. It also offers integration with G-Suite and supports 2-Step Security for enhanced data protection.

**Web Activity Insight**: According to the vendor, Wisible CRM's web activity tracking feature allows businesses to gain valuable insights into customer activities on their website. This data can be analyzed to develop targeted marketing strategies and improve customer engagement.

**Customizable Reporting and Analytics**: Wisible CRM offers customizable reporting and analytics features, according to the vendor. Users can generate comprehensive reports and analyze key metrics, aiming to make data-driven decisions and optimize their lead management processes.

Wisible is a sales technology company headquartered in Bangkok. It can store incoming leads from channels across platforms to pass them on to the sales team, with lead capture online and offline. Wisible also helps track leads from phone calls, by  tracking call completion status, and producing a call record. Wisible can also measure the level of quality leads to increase the chance of closing the deal.

Starter

Team

Growth

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Wisible 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.

Wisible

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.

Wisible CRM

Overview

What is Wisible CRM?