We had an ongoing problem with handling work inquiries coming mostly from our own website. We would either lose track of them because they would just drift down into the depths of our inboxes, and we would often forget to follow up on deals we didn’t receive a reply on.
We figured all this trouble can be solved — at least to a point — with an app that would have the following basic feature set:
a simple form for capturing leads, similar to a contact form many sites have,
a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other email,
a way to communicate with our customers through the app, as well as through standard email,
ability to put together and send professional proposals as we couldn't be bothered to create PDFs each and every time someone wanted an estimate,
an address book that consisted of profiles of people that contacted us, but one that we could add to manually as well.
See who has viewed your emails, proposal and quotations.
Software Description
SugarCRM is convenient tool for sales automation, marketing automation, account management and other customer relationship management (CRM) needs.
Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.
A strong contender in the CRM market, the software is a viable option for organizations that require flexibility, ease of use, affordability, and choice in cloud providers.
Software Description
Nextopia is the number one global provider of eCommerce site search and navigation solutions. Integrate Nextopia into your site and your visitors will be able to:
• Find the product they're looking for.
• Find products even if they misspell words or use synonyms.
• Filter and sort search results by price, rating, brand, color or any other classification
Nextopia offers more than 1,600 retailers next generation eCommerce site search, navigation, merchandising, mobile and social integration technology.
Features
Multi-Site
Multi-User
Pricing
Notifications
Data Import
Multi-Currency
Data Export
Call Tracking
Dashboard
Email Integration
Customer Management
Lead Management
Contact Management
Google Apps Integration
File Sharing
Features
Contact Management
Contact Sharing
Customer Management
Email Integration
Forecasting
Lead Management
Marketing Automation
Data Export
Data Import
History/Version Control
Task Scheduling/Tracking
Features
Analytics
Dashboard
Summary
Contact form creation and editing without technical knowledge
Deal Tracking
Business address book (lightweight CRM)
Proposal creation and delivery via email
Gmail integration
See who viewed your Emails, Proposal and Quotations
Summary
Email Integration
Marketing Automation
Sales Force Automation
Customer Support
Social CRM
Reporting
Summary
Find products even if searchers misspell words or use synonyms.
Fully compatible with any eCommerce Platform.
Over 1,600 online stores rely on Nextopia Search to increase sales.
Filter and sort search results by price, rating, brand, color or any other classification.
Does this service offer guides, tutorials and or customer support?
Yes
* Updated Helpdesk with FAQs, guides and videos
* Friendly Chat Support
* Facebook Group for better Feature Request
* Email Support
* Phone Support
What are some applications this service is commonly used in tandem with?
Fully Integrated with Gmail and G suite.
You can easily embed code on your website within minutes
Does this service offer multi-user capability (e.g. teams)?
Yes
* Multi User
* Multi Company
* Multi Pipelines
Does this service integrate with any other apps?
Fully Integrated with Gmail and G suite.
What platforms does this service support?
Funnel is a Web based product with a fully responsive design so you can manage it on the go.
Dedicated Apps are coming soon for:
* Apple Devices (iPhone, iPads and Macbooks)
* Android Devices
* Chrome Extensions
* Gmail Extensions
and more
Who are the main user groups of this service?
Business Owners and Sales Teams including:
* Freelancers
* Small businesses
* Mid Sized businesses
* Startups
* Agencies
* Anyone who uses internet/emails to communicate with their customers
Funnel can be used for any type of Industry like:
- Digital Agencies
- Freelancers of any service
- Software Houses
- Designers
- Photographers
- Personal Trainers
- Online Stores
- Bloggers
and much more
FAQs
Who are the main user groups of this service?
Main users of SugarCRM are small- and medium-sized businesses in any particular industry.
What is this service generally used for?
It is generally used for customer relationship management.
What platforms does this service support?
SugarCRM is a web-based application, with native mobile app for Android and iPhone.
What are some applications this service is commonly used in tandem with?
It is used in tandem with: LiveChat; ActiveCampaign; Synchroteam; eXo Platform; Vision Helpdesk; Freshdesk.
Does this service integrate with any other apps?
SugarCRM integrates with any third party systems people use, and can accommodate the new modules.
Does this service offer an API?
It offers an API
Does this service offer guides, tutorials and or customer support?
They offer documentation, training & help, and customer center.
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