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.
About SugarCRM
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.
About Contactually
Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.
It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.
The benefits of using Contactually are made evident in the time saved and through more efficient communication.
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
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
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
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
The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.
Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.
Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.
Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.
Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.
Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.
Basic: $29 per month, annually, or 35$ per month monthly.
Professional: $49 per month, or 59$ per month monthly.
Enterprise: $99 per month, or 125$ per month monthly.
All price plans include a free trial.
FAQs
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.
FAQs
What platforms does this service support?
Web-based platform, with mobile apps for Android and iPhone-iPad.
Who are the main user groups of this service?
The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.
What is this service generally used for?
The main purpose of Contactually is to offer advanced communication management features.
Does this service integrate with any other apps?
Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.
Does this service offer an API?
It offers an API.
Does this service offer guides, tutorials and or customer support?
Their support includes: webinars, FAQ section, email support, phone support, video tutorial.
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