Best CRM for Lead Management and Streamlining Sales Process
March 22, 2023

Best CRM for Lead Management and Streamlining Sales Process

Vaibhav Sharma | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Assistive CRM

Assistive CRM, in my opinion, is an amazing sales CRMs due to its intuitive UI and mobile app. Our company made the switch to Assistive from our in-house CRM and the results have surpassed our expectations. The elegant and straightforward UI/UX has allowed our sales team to close deals with ease. Additionally, Assistive provides affordable lead management and sales funnel tracking capabilities.
  • Lead Management
  • Advance Analytics
  • Workflow automations
  • Streamlining the sales funnel
  • Marketing
  • OCR
  • No improvement as such
  • Assistive helped us automating multiple processes
  • Increasing the ROI
  • Increased Business productivity
Customization Easy to use offline UI/UX Better Customer Support Services Infinitely configurable Streamlined sales process through effective pipeline management Automated workflows for increased efficiency Provided valuable insights into deals, sales team performance, and revenue Enabled engagement with prospects across multiple channels Sales Pipeline Management In-Depth Insights and Reports for Sales Geo-Awareness feature to increase sales Productivity

Do you think Assistive CRM delivers good value for the price?

Yes

Are you happy with Assistive CRM's feature set?

Yes

Did Assistive CRM live up to sales and marketing promises?

Yes

Did implementation of Assistive CRM go as expected?

Yes

Would you buy Assistive CRM again?

Yes

Ease of Use Easy to configure Simple, Light and Fast UI Loved by the team
No coding needed
Helped us streamline our sales Process
Automated tasks and reminders through prompt notifications
Helps to close deals and no lead leakage
Better customer support team who helped us in every step
Reduce time spent on manual tracking and helped to get actionable insights
The team is super responsive and helped us in every step. We contacted their support team whenever we face any kind of queries while using the web or application, every query raised is tracked and TAT is shared. The CS team is even available on weekends if there is any requests from our end, and for any extended support.
Sharing some of the use cases where Assistive CRM is best suited, Best for Funnel tracking 0% Lead leakage BFSI Best Mobile CRM for Reports and insights FMCG Healthtech Field first CRM Edutech I'm personally using Assistive CRM for managing my leads and improving sales productivity, earlier I was using excel and was not able to track the sales person and manage the funnel but Assistive CRM has streamlined our sales process and increased our revenue

Assistive CRM Feature Ratings

Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Lead management
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
API for custom integration
10
Role-based user permissions
10
Mobile access
10