Compare PlayBook CRM

About PlayBook CRM

With operations and intelligence from Marketing to Renewals, PlayBook is designed as a centralised revenue lifecycle management system for all the revenue generating teams in the organisation.

The old school "switching between multiple platforms" to figure out your company's growth is a thing of the past. PlayBook brings in a rad approach to the traditional Sales and Customer Success processes by introducing a view where reps no longer haggle between tasks but focus on objectives to ensure productivity and output.

Coming soon - Create your own playbook for CXOs and VPs can define plays for their reps - from SDRs to CSMs to minimise dependencies on operational support while they focus on growth.

PlayBook works exceptionally well for Startups and SMEs.

Our Support - Phone/Email/Chat and FAQs (coming soon)

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

• SaaS Revenue Lifecycle Management

• Toggling between multiple platforms is a thing of the past

• Inbuilt CRM for - Marketing, Inside Sales, Sales, Customer Success, Renewals

• Inbox View to maintain objectivity and productivity across tasks and deaks

• Coming Soon - Create your own playbook for CXOs and VPs to guide their reps through operational work

• Support - Call/Email/Chat and FAQs (coming soon)

• PlayBook works exceptional well for Startups and SMEs

Pricing

FAQs

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

• Yes. We have 5 teams - Marketing, Inside Sales, Sales, Customer Success, Renewals

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

• Yes, both video and infographics coming soon

What platforms does this service support?

• It's a cloud based software and works on multiple browsers such as Chrome, Firefox, Safari etc.

  Coming soon - iOs and Android mobile apps

Does this service offer an API?

• Yes, we can build APIs on demand

What is this service generally used for?

• It can be used as a CRM for revenue generating/contributing teams - Marketing/Inside Sales/Sales/Customer Success/Renewals.

  Revenue Management and Target Setting for CXOs and VPs

  Company Health check for CEOs

Who are the main user groups of this service?

• SaaS companies <100 employees and <30 users

Does this service integrate with any other apps?

• GSuite

What are some applications this service is commonly used in tandem with?

• The output from PlayBook CRM can be used in accounting. Our CRM can help maintain customer management information in Tandem with Customer Success/Engagement Softwares.

Vendor Information

Other

• Startups
• SMEs

• Web App
• Windows
• Macintosh