CompanyHub is a Fully Customizable CRM: Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table/field.
Email Automation
Salespeople spend a lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC/copy paste. The team can see all conversation at one place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.
Follow-up Suggestions
CompanyHub tracks your conversations with your leads. You can mark them as very hot/hot/cold/warm in 1 click using hotness meter. Accordingly, whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.
Visual Sales Pipeline
You can see all your inquiries/potential deal in one view and track them from start to end. As the deal progresses, just drag it to the next stage. You can also filter deals by the sales person and do reporting on deals.
Powerful Reporting
Let’s say you want to compare sales of 2 salespersons in New York area in last 3 months. You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables.
Features:
Fully Customizable
Email Sync, Bulk Mail
Email Tracking
Follow-up Suggestions
Visual Sales Pipeline
Products & Pricelists
Quotes & Sales Orders
Reports & Dashboards
Field & Record Level Access Control
Territory Management
About Nimble
Nimble provides a smart and easy way to track, engage and nurture contacts as well as source new leads. It is easy to set-up and start using right away.
This service's strength is its social media integration. Nimble brings together all your salespeople’s social media accounts in one platform, to help them mine those networks for new customers and keep them on top of their contact’s social media activities.
Nimble organizes all email and social media contacts in one place, giving its users a 360 degree view of all of their connections. Then they can use this information to make recommendations on who to mark as important contacts and encourage to follow-up at specific times.
About Vtiger
Benefits of a Vtiger CRM System:
Increase revenue through better deal nurturing and follow-ups
Improve customer relations
Accelerate Sales Cycles
Better internal communication & collaboration
Boost Sales and Support team productivity
Enforce best practices through process templates
Automate repetitive tasks
Get better insights on customers
Increase customer retention
Lessen risks to deals
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
Fully Customizable CRM Software
Summary
Social Media Integration: It combines all user's social media accounts into a unified contact book & inbox.
Email: Users can have multiple different email accounts synced with Nimble and can view them all at once or each account separately. Sending emails from any of those accounts is as easy as selecting from a drop down.
Tags: Contacts can be based on categories such as ‘influencer’, ‘prospect’, ‘previous client’, ‘job title’, ‘industry’, ‘keep an eye on’, ‘synergy partner’ or whatever new list user wants to create.
History: All emails and social engagement are saved in Nimble contact records.
Notes: Nimble allows its users to take notes inside a contact and time stamps it with date and time.
Deals: Users can manage active deals and view won and lost deals. Inside each deal there is a view to related notes and gain intelligence on each contact that may be involved in that particular deal.
Summary
No key features associated with this application.
Pricing
Productivity
$12.00
1 user(s) / month
Included in plan:
Import & Export: Capture leads from website Integrate with 100’s of apps using Zappier, Import wizard, Export, API.
Email Automation: 2-Way Email Sync, Bulk Mail, Unlimited Email Tracking - even from Gmail, Email Templates, Email Scheduling, Remind if no reply.
Organize: Lead & Contact Management, Deal Pipeline, Custom Fields, Group/Segment Data, Saved Filters, Customize Columns, Control who can see which fields.
Insights
$16.00
1 user(s) / month
Included in plan:
Productivity + Reporting; Dashboards & 20+ Standard Reports; Custom Reports - even on custom fields; Various Types of Charts; Export Reports.
Automation
$24.00
1 user(s) / month
Included in plan:
Insights + Customize for any Industry; Track things like Payments, Courses, Properties, etc; Using Custom Tables; Custom Apps; Create Custom Apps like Expense Manager, Education Management etc. with just drag-drop; Reporting on Custom Tables/Apps; Quotation & Inventory; Create Professional Looking Quotes in 1 Click; Inventory Products & Pricelists; Automate your processes (Coming soon..); Scheduled Alerts/Actions; Bulk Changes/Actions; Create Custom Logic (without any code!) to automate any business process; Automated Mails/Alerts; Automatically Create Tasks/Other Records; Rules Based Data Access Control.
Pricing
Credit card required: No
$15/month/user, with 14-day free trial.
Pricing
Sales Starter
$10.00
1 user(s) / month
Included in plan:
Contacts & Organizations
Pipeline Management
Smart Webforms
Document Insights
FAQs
No FAQs associated with this application.
FAQs
Who are the main user groups of this service?
Main users of Nimble are small and medium-sized businesses.
What is this service generally used for?
It is generally used for Customer Relationship Management.
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