Compare Custify vs Velaro vs OroCRM

OroCRM

CRM
 (3)
More Information More Information More Information

Crozscore:

34%
what is this?
12%
interest falling

Crozscore:

90%
what is this?
93%
43%
interest rising

Crozscore:

73%
what is this?
96%
35%
interest falling
Custify screenshot Velaro screenshot view 4 more OroCRM screenshot view 2 more

Software Description:

Executing Customer Success well and reducing churn in recurring revenue businesses is one of the most important things for business owners to focus on. We provide a Customer Success Solution tailored for SaaS businesses.

Custify lets you monitor and proactively manage your customers in real-time and gives you the ability to drive increased contract value for your existing customers. It also enables your customer success team to intervene at the right time with the right message so your clients receive valuable help when most needed.

Custify gathers data automatically and presents all relevant customer success KPIs and client interactions in an easy to understand dashboard. Make customer success management fun again and allow your agents spend most of their valuable time with clients.

Software Description:

Founded in 2000, today Velaro is the largest privately-owned provider of live chat and messaging software built to support the unique needs of enterprise customers. Leaders in eCommerce, higher education, health care, pharmaceuticals and more turn to Velaro’s integrated platform to optimize sales, deliver stellar service and dramatically improve rep productivity. Only Velaro offers Performance Management – a suite of in-depth analytics and reporting tools designed to drive agent excellence and customer satisfaction. Get real-time feedback, find coachable moments – and improve constantly.

At Velaro, our goal is to help your team master continuous improvement in your customer communications, as part of their daily workflow. Managers can direct and assist agents in real time with chat shadowing, or review transcripts and reports after the fact to look for coachable moments. Customers can provide feedback on entire conversations or even individual messages. Track conversions and sales data to definitively determine ROI. Only Velaro gives you the tools to make every chat better than the last.

Of course, communication with customers doesn’t occur in a vacuum. Our robust integration capabilities allow the Velaro platform to exist seamlessly in nearly any IT ecosystem (including custom-built systems). We integrate with leading ticketing systems, CRMs, marketing platforms, content management systems and more – in many cases, even more tightly than built-in solutions.

Software Description:

OroCRM is an open-source Customer Relationship Management (CRM) platform developed with ultimate flexibility to meet any business need. The solution offers robust customer management tools, powerful reporting & analytics, and a list of complementary third-party integrations. Customers can deploy the solution in either a SaaS/cloud environment or in an on-premise setup. Whether a business is a large multi-national entity or a mid-sized retailer, OroCRM is the best solution for leveraging customer data, building relationships, and increasing sales.

Features:

  • API
  • Data Export
  • Multi-User
  • Lead Management
  • Click-to-Dial
  • Customer Management
  • Dashboard

Features:

  • Marketing Automation
  • Lead Scoring
  • Scheduling
  • API
  • Contact Management
  • Notifications
  • Lead Management
  • Chat
  • Dashboard
  • Customer Management
  • External Integrations
  • Batch Permissions & Access
  • Multi-User
  • Google Apps Integration
  • Data Export
  • Data Import

Features:

  • Dashboard
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Notifications
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Forecasting
  • Contact Management
  • External Integrations

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • 360-degree view of your customer.

  • Unmatched flexibility and customizability.

  • Marketing segmentation engine.

  • Account, Lead, Opportunity, Campaign, and Case Management.

  • Powerful reporting engine.

  • Flexible workflows.

Starter

$19.95
1 user(s) / month
Included in plan:
  • Basic branding
  • 1 proactive chat rules
  • 2 groups
  • 500 visitors
  • Click-to-chat

Small Business

$64.95
1 user(s) / month
Included in plan:
  • Premium integrations
  • Report scheduling and export
  • Sales conversion tracking
  • Full branding and surveys
  • 3 proactive chat rules
  • 5 groups
  • Unlimited visitors

Professional

$149.95
1 user(s) / month
Included in plan:
  • Enterprise security
  • A/B testing
  • Shared canned messages
  • Unlimited proactive chat rules
  • Unlimited groups

Open-Source

Free
Included in plan:
  • All Basic Features

Enterprise Edition

$295.00
5 user(s) / month
Included in plan:
  • Contact Us For More Information

FAQs:

    What are some applications this service is commonly used in tandem with?
  • CRMs, Customer Support Solutions.

  • Who are the main user groups of this service?
  • SaaS companies of any size.

  • What is this service generally used for?
  • Customer Success.

  • What platforms does this service support?
  • Web App / Software as a Service.

FAQs:

    Does this service offer an API?
  • Yes

  • Does this service integrate with any other apps?
  • Yes

  • What platforms does this service support?
  • Velaro supports web browsers and windows app.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What are some applications this service is commonly used in tandem with?
  • Velaro can be used in tandem with CRM, eCommerce, help desk, and marketing automation software.

  • Who are the main user groups of this service?
  • The main user groups of Velaro include customer service organizations (on both the marketing/sales and support side).

  • What is this service generally used for?
  • It is used for continuously improving customer service via chat and messaging.

  • Does this service offer guides, tutorials and or customer support?
  • Yes

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes - we offer guides, online training, videos, and more. Check out our website for more resources.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
1.38k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
3.11k

Other:

Who uses Custify
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Velaro
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses OroCRM
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
German, French, English, Spanish
Regional Restrictions:
No restrictions.
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