PhaseWare Tracker CRM: Review

What is PhaseWare Tracker?

PhaseWare Tracker was founded in 2005 and long been a well-known provider of financially viable customer support and customer service software solutions. Their software has been based around the small and medium business world, with optimized features and functions that support both on-premise and cloud-based technology.

Complete with complaint management, issue tracking, a CRM, SLA compliance, time tracking, process management, KM, and more, PhaseWare Tracker is a complete customer support solution for SMBs.

Intended Users

PhaseWare Tracker was created and designed to provide customer service, management, and support for SMBs (small-medium businesses). Best tailored for small enterprises, this full-service customer service and support software offers a range of solutions for increasing the effectiveness and quality of customer support and services, reducing one’s operational expenses, freeing up time for sales teams, and managing one’s business processes.

Deployment

  • Cloud, SaaS, Web
  • On-Premise
  • Mobile

Mobile

You can take PhaseWare Tracker’s hosted model on-the-go with their mobile access.

Features

PhaseWare Tracker offers a tailored solution to customer service rather than a boxed package and will get you up and running quickly as well as help you achieve your business goals along the way.

The applications of this software are delivered both on-site/on-premise or as a cloud-based SaaS (software-as-a-service) model. This includes mobile compatibility so you can always remain in contact with your customers and solve problems on-the-go. This is incredibly important to retain customers and keep them happy so they return to your services or continue buying your products.

Contact Management

View customer information in detail with a single click of a button. Organize your clients and customers with ease and have all of their contact information available for any and every need.

Multi-Channel Ticketing and Support

PhaseWare Tracker CRM does a great job of offering customers a range of support options to choose from. You can communicate through chat, telephone, email, and a Self Service Center. When it comes to ticketing on your end, you can create tickets quickly through any available contact channel.

Dashboard

Manage customer support representatives and their performance using dashboards.

Workflow Templates

You can also customize the workflow of your business according to processes.

Improve Billing

You can improve the billing process as well as up-sell or cross-sell opportunities.

Reporting

Use PhaseWare Tracker’s built-in report templates or create your own custom reports.

Security Administration

Manage the security of your software with unlimited groups and detailed authorization levels that you (the admin) can control.

Benefits

PhaseWare Tracker offers key benefits for any small to medium business, including:

Easy Setup and Adoption

You should be up and running within one single day of implementing your software, regardless of whether you chose the Cloud or On-Premise solution.

Easy Deployment and Access

You can use the desktop-based “Tracker,” the browser-based “Tracker OnDemand,” or both as you use the full range of features of this CRM and customer service software.

Track and Trend

You can track ticket duration from open to close, and view the amount of time spent on each incident. You can do better business by nipping problems in the bud with early problem detection, while creating projects and closing groups of tickets regarding the same issue.

Email Support

Create tickets from emails, integrate with Microsoft Outlook, send an acknowledgement of receipt, and even offers some suggestions for resolution without an agent wasting valuable time.

Better First Call Resolution

FCR (first call resolution) is important in business — with PhaseWare Tracker, you can give your reps the tools they need to increase their FCR’s and handle each issue more efficiently and effectively.

Creation of Unlimited SLA Packages

Customize service packages to your customers’ needs.

Limitless Items are Complementary

This software gives you the ability to handle unlimited: customers, tickets, contacts, and knowledgebase items.

Full Life Cycle Ticket Management

Tickets can be followed from submission to resolution without any falling through the cracks.

Tracker

This benefit speaks for itself — you can track the information needed for incident management and successful customer support.

Multi-Channel Support

Customers like a variety of ways to contact customer support — you can interact with your customers through the web, chat, telephone, or email.

Plans & Pricing

PhaseWare offers both On-Premise (On-Site) and Cloud deployments. The pricing model is easy and revolves around two license types: Concurrent Licenses and Named Licenses.

In addition, you can add the customer-facing portal — Self Service Center and Live Chat — to your deployment at a separate price for each model.

PhaseWare Cloud

Price: $45 / month (per named license) OR $75 / month (per concurrent license)

  • Tracker Beyond
  • Tracker Mobile
  • Tracker Desktop
  • PhaseWare Tracker API
  • Setup and Training (one time fee)
  • Maintenance and Support (unlimited)

 

On-Site

Price: $900 (per named license) OR $1,250 (per concurrent license)

  • Tracker Beyond
  • Tracker Mobile
  • Tracker Desktop
  • PhaseWare Tracker API
  • Setup and Training (one time fee)
  • Maintenance and Support (1 year included)

 

Add-On:

Self Service Center

Price: $149 / month (PhaseWare Cloud) OR $1,499 (On-Site)

  • Unlimited Number of Customers
  • Unlimited Knowledge Base
  • Optional Live Chat Module (costs extra)
  • Unlimited Downloads
  • And more…

You can receive a detailed, free quote from PhaseWear at the following link: http://www.phaseware.com/pricing.

Free Trial

You can sign up for a free trial of PhaseWare’s CRM at the following link: http://tracker.phaseware.com/Signup/Home/Register.

This trial allows you to use PhaseWear’s hosted products, including: Tracker Beyond, the Self Service Center, and Tracker OnDemand.

All you need is your name, an email address, a phone number, and company name. You must choose between three different types of trials: 1) Customer Service, 2) Issue Tracking, or 3) Complaint Management.

 

Free Demo

You can also watch a free, live demo if you choose at the following link: http://www.phaseware.com/request-a-free-live-demo. You can watch a short video or request a live demo that is personalized to your business.

 

Contact Information

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Mothernode CRM: Review

What is Mothernode?

Mothernode is a customer relationship management (CRM) software that is a cost-effective, SaaS solution designed to help businesses create a more effective sales process and customer relationship management.

Intended Users

Mothernode CRM is best suited to SMBs (small-medium businesses) that are seeking out a scalable CRM that can grow with their business, as well as a pay-as-you-go pricing model. There are a range of industries that would benefit from Mothernode, including: banking, advertising, hospitality, real estate, and more.

Deployment

  • Cloud, SaaS, Web
  • Mobile CRM

Mobile

You can access your Mothernode CRM from anywhere, at any time. Business deals and customer service needs don’t always come during business hours or when you are in your office. With the Mothernode Mobile CRM, you have the capability to connect with customers and clients in real-time on-the-go.

Compatibility:

  • iOS (iPhone and iPad)
  • Android (via Google Play)

You can respond, engage, browse, add information, update information, and much more.

  • Mobile and Calendar Integration
  • Archive Communications
  • Email directly from your default email client on your mobile device
  • Archive your mobile email conversations in Mothernode
  • Access customer accounts and contacts
  • Update customer records
  • Post events
  • Tag users
  • Collaborate and connect
  • Add events for customers and contacts
  • View all recent activity in your business
  • Sell anywhere
  • Access accounts

Features

This CRM offers a range of customization options in a user-friendly interface, which will retain proven foundations for customer management, but will also allow for personalization to match your company’s workflow.

Mothernode is a powerful CRM with a streamlined interface, which makes it easy to access data and manage it. This means that representatives can spend less time on data entry and more on selling your products or services.

This CRM is cloud-based, so you can manage accounts and communicate with clients and customers from anywhere in the world at any time.

Features of this CRM include:

  • Customer Relationship Management Services
  • Sales Force Automation
  • Campaign Management
  • Customization
  • Events
  • Quoting
  • Analytics
  • Tasks
  • Lead Capture Forms

What is unique about this CRM, is that in addition to customer management, sales force automation, and lead nurturing, users of this CRM also have access to even more features, which are not typically found in CRMs. This is courtesy of Mothernode CRM’s sibling product called Mothernode ERP.

What this means is that your CRM with Mothernode will also include:

  • In-Module Reporting
  • Independent Quoting Module
  • Advanced Searching
  • Customizable Reports
  • KPIs
  • Syncing with Outlook and iCal
  • Sales Force Automation
  • Lead Nurturing
  • Customer Management

This CRM includes all of the features and functions one would expect of a comprehensive CRM software, and is delivered in an intuitive and affordable way. The software automates many of its processes in the selling cycle, which is efficient and easier for users.

If you have an SMB, Mothernode gives you a full-feature CRM that will grow as your sales grow.

It is also one of the only CRM softwares to allow you to upgrade to ERP capabilities, which includes invoicing and inventory management.

You can future-proof your Mothernode CRM via the solid platform this software provides. Mothernode Integration capabilities will make your life easier and business more successful. Connect to best-in-class solutions and even proprietary software that you business may depend on — either on-premise or in the cloud!

CRM Integrations include:

  • Mothernode Outlook Plugin
  • Gmail
  • Google Calendar
  • QuickBooks
  • Microsoft Dynamics
  • MailChimp
  • Infusionsoft
  • Xero
  • LinkedIn
  • UPS
  • Hubspot
  • Constant Contact
  • ClicData

Plans & Pricing

Mothernode CRM is available in a variety of plans, with an option to tailor a plan for your industry and business.

Free Demo

You can request a free demo (either instant or personalized), by following the link below. All you need is your name, company name, email, job title and website, the number of users (minimum of 5), and your CRM requirements.

This may seem like some work, but what this does is really allow Mothernode to set up a personalized demo for you, which is crucial for assessing whether this CRM is for you.

Free Demo Request: http://www.mothernode.com/request-a-demo/.


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Vtiger CRM On Demand: Review

What is Vtiger?

Vtiger was founded in 2004 as a Customer Relationship Management (CRM) software that was designed to integrate and offer features beyond those of standard CRM systems. The software has grown better since and is now a unique CRM with tools and improved technology for businesses to stay informed, avoid duplication, and become more productive.

What is Vtiger On Demand?

In July of 2010, Vtiger CRM On Demand was finally released. In an effort to make Vtiger CRM better for SMB’s, “On Demand” has made this customer relationship management software more convenient for businesses.

You can choose to deploy Vtiger CRM on-premise or in the cloud.

What makes Vtiger On Demand different from other CRM SaaS offerings is that other softwares are based on proprietary platforms and do not allow companies to customize their cloud version — they also don’t offer flexibility to move their CRM on site at a later date — Vtiger On Demand CRM does this.

Intended Users

Vtiger is best utilized by SMBs (Small-Medium Businesses).

 

Deployment / Platform(s)

  • On-Premise
  • Cloud, Web, Saas

Platforms:

  • Mac OS
  • Windows
  • Web Browser (OS agnostic)
  • Mobile

Mobile

  • Mobile Applications Available

If you have support reps that spend a lot of time out of the office, no worries — Vtiger is cloud-based and offers mobile applications for users who are on-the-go.

Features

Vtiger offers strong inventory management, invoicing, help desk, sales automation capabilities, email marketing functionality, and more in addition to the CRM features.

The Vtiger On Demand CRM is a solution that provides businesses with superior functionality when it comes to managing current clients. With the support portal, customers can search through past issues and their resolutions before needing to contact you, saving you valuable time.

Better Customer Support Options

This fully customizable CRM also has a variety of features on the back end. Support agents are able to document, create, and track any customer issues with automated follow-ups. Your customers can monitor the status of their issues from open to close — this gives you a huge leg up on the competition, who are often silent for days before responding to customer problems.

You can share documents, files, quotes, and invoices through the client portal, as well.

Among the intuitive features Vtiger offers, this CRM integrates seamlessly with Microsoft Outlook, and is a complete CRM that can support the entire customer lifecycle.

Customize

As we stated in this beginning of this review, Vtiger On Demand CRM allows users to customize their CRM instances and tailor them to your own business needs. Vtiger CRM gives SMB’s all of the benefits of true open source and cloud computing. This combination allows you to do more than just use this as a regular CRM — you can customize it, use this as a true open source cloud-based software, and even have the opportunity to move your cloud CRM on-premise in the future.

Benefits of True Open Source

With this “true” open source cloud computing, you benefit from the following:

  • Clients, partners, resellers, and system integrators can change, customize, or extend an individual CRM instance.
  • Clients can take advantage of third-party components and add-ons in order to extend the base functionality. Integrations, extensions, and other services are simple and easy.
  • Clients are not locked into a vendor offering. YOu can migrate from cloud-based to on-premise/in-house version of this CRM at any time in the future, because both versions use the same application code and data schema.

CRM

  • Never lose sight of deals with an actionable, real-time map of your sales pipeline
  • Reach out to contacts, clients, and customers through recorded and tracked emails or calls — in a single click
  • Schedule appointments quickly with built-in automated scheduling tools
  • Pre-built and custom insights and analytics
  • View a 360-degree history of your contacts

Integrations

Explore integrations and connect with third-party apps.There are a wide range of integrations that allow Vtiger to import data and automate actions in the other apps that you use. Google, PayPal, Office 365, MailChimp, QuickBooks, Twilio, Outlook and Dropbox are just a few of these integrations.

You can view full information on integrations here: https://www.vtiger.com/crm/integrations/

Additional On Demand Features

  • No Installation — Just a few minutes after signup, the client instance is provisioned automatically on an Amazon server
  • Upgrades are included in your price — Each instance will be upgraded to the latest version of Vtiger as soon as it is released publicly — at no additional cost
  • Full Range of CRM Features — all of the Vtiger CRM features and functions are included in the On Demand version
  • Security — Vtiger’s CRM database, files, and documents are backed up on a daily basis
  • Customization — Users can take advantage of custom Vtiger CRM instances
  • No Vendor Lock-In — If you choose to stop using Vtiger, you can still install the Vtiger application locally on your server and take your data with you

Plans & Pricing

There are three categories of Vtiger to choose from, and five “tiers” or plans, overall

You can choose from:

  • Sales
  • Support
  • Ultimate CRM

Sales

  • Starter Plan ($10 a month / user, billed annually) OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Support

  • Starter Plan ($10 a month / user, billed annually OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Ultimate CRM Plan

  • $30 a month / user, billed annually OR $36 a month / user, billed monthly

Each plan offers a range of features in the following categories (some plans include these features and some do not:

  • Contact Management
  • Sales Process Management
  • Support Management
  • Inventory Management
  • Social
  • Project Management
  • Users & Access Control
  • Analytics
  • Document Collaboration
  • Collaboration
  • Marketing Automation
  • Integrations
  • Customization
  • Automation
  • Web Forms
  • Telephony Integrations
  • Data Administration
  • Mobile Apps
  • Gmail Extension

 

** To view the entire list of comprehensive features included in each CRM plan, take a look at the plan comparison chart at the following link: https://www.vtiger.com/complete-pricing-table/ **

 

Free Trial

You can try a free 15-day trial of Vtiger CRM at: https://www.vtiger.com/begin-free-trial/.

All you need is your name, email address, company name, and a password.

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PlanPlus Online CRM, Sales Automation, and Marketing: Review

What is PlanPlus Online?
This software provides an all-in-one solution that features a CRM (customer relationship management) software, email marketing, project management, sales automation, website integration, and more — all accessible from the Web.

Intended Users
PlanPlus Online is a software that was created for professionals in the insurance, financial, and real estate industries.

Deployment
– Mac OS
– Web Browser (OS agnotic)
– PC

Mobile
Mobile access through iOS and Android (Mobile Apps Available)

 

 

Features
PlanPlus Online uses the Franklin Covey business planning methodology in order to help businesses manage their time and customers with equal importance. By keeping leads from falling through, businesses can use this software to reduce double entries, improving response times, and reducing the number of leads that are lost in transition from phone to database.


– Calendar, Notes, Tasks
– Contact Manager (via CRM)
– Daily and Weekly Planning
– Sales Workflow Automation
– Sync with Google, Office, and Exchange
– Team Collaboration and Project Management

Plans & Pricing
There are three plans to choose from: Essentials, Professional, and Business.

Essentials
Price: $12 / user per month (when billed annually) / $14 / user per month (when billed monthly)

– All-in-One Planner (Contacts, Tasks, Calendar, Notes in a single app)
– Sync (Google, Outlook/Exchange/365, or iOS)
– Planning (Mission, Goals, Plan Day and Week)
– Mobile Apps (iOS or Android, smartphones, tablets — works without an internet connect too)
– Task Management (ABC-123, Daily and Master Tasks)
– Task Delegation

Professional
Price: $29 / user per month (annual) / $39 / user per month (monthly)

With the Professional plan, you receive everything in the Essentials plan, plus:
– Sales Management (track sales opportunities, generate quotes with products, create pipeline reports)
– Email Integration (BBC to Note Feature from any email client)
– Organizations / Accounts (Track Contacts and Organizations independently for better account management)
– Process Automation (sales process workflow and action plan templates for automating repetitive tasks)

Business
Price: $49 / user per month (annual) / $59 / user per month (monthly)

*4 Users and Minimum Setup Fee Required.

You receive everything in the previous plans, plus:
– Project Management (manage tasks grouped into projects, for completing post-sale requirements or small internal projects)
– Marketing Automation (build lead lists, custom webform, send email campaigns, autoresponders, all for increasing lead flow to sales)
– Customization (unlimited custom fields and page layouts)
– Access Control (ensure team members are only accessing the appropriate data through user permissions and roles)

Free Trial
You can try out PlanPlus Online CRM and software at the following link: https://www.planplusonline.com/editions/
Simply choose which plan you want to try and click “Get started for FREE.”

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bpm’online CRM: Review

What is bpm’online CRM?

Bpm’online is a process-driven customer relationship management (CRM) software that is also used for sales, marketing, and service automation. This CRM solution gives companies the ability to manage the customer lifecycle completely, from lead to sales and ongoing customer service.

With seamless integration, the CRM as well as Marketing and Sales products in this software, work together to offer the best service to customers while increasing sales and being proactive in marketing.

Intended Users

This Boston-based software company has designed their CRM for use by small and large companies alike. The best fit is for companies that are seeking to manage their omnichannel communications.

Deployment

  • On-premise
  • Web, SaaS, Cloud
  • PC
  • Mobile App

Bpm’online can be deployed on demand (SaaS) or on-site, where your data is hosted in-house on your company servers. Regardless of your choice, you can use this CRM software from anywhere in the world on any device with a web browser or mobile app.

The bmp’online CRM system is compatible with both Windows and iOS.

Features

This CRM solution gives companies the ability to align their marketing, service activities, and sales activities from one central CRM platform on-site, from the web, or via mobile.

The bpm’online software offers three integrated products to users, which you can use separately or in a single CRM package: CRM, Sales, and Marketing.

CRM

Bpm’online’s service gives users customer service tools they need to help with customer engagement, retaining customers, and solving consumer problems.

The bpm’online products feature a robust business process management platform that makes this CRM easy to use. You don’t need to have a specialty in IT to know how to use this software.

You can personalize communications with your clients — with this product, you can:

  • Manage All Client Requests in a Single View
  • Phone, Email, Chat, Social Network, and Customer Portal Management

The interface is also a pleasure to work with. The interface is clean and easy to use — a claim that every CRM software says they have — but in this case, it’s true. The system gives users access to features and information quickly and easily, regardless of what device you are using. As long as you have an internet connection, you can use your PC, laptop, tablet, or smartphone.

Marketing

The integrated marketing product is a multi-channel marketing software that gives specialists the ability to create and support ongoing communication with clients.

Sales

The sales product is an SFA tool for the management of the entire sales cycle — from lead generation to managing repeat customers.

360 Customer View

Account and contact manager have never been easier than in this software. With the 360 degree customer view, you can create a single database of all contacts and accounts you work with. The bpm’online customer service will keep a record of all of your contact’s data and addresses with map view capability, social media profiles, service history, corporate relationship structures, and you entire history of interactions.

With this, you can build a real 360 degree view of your customers in order to give been better service.

Intelligent Data Enrichment

Your CRM data can be managed quicker and with minimal effort on your part by leveraging automatic smart data enrichment. This software’s CRM data scientist will identify phone numbers, email addresses, social media profiles, and other information about a company from open sources.

This intelligent tool helps users (you) to get a complete and up-to-date customer data profile with no additional effort.

Additional Features

Additional features of the 360 Customer Review includes:

  • Customer Segmentation
  • Data Enrichment through Social Media
  • Search for and Merge Duplicates
  • Service History
  • Customer Database Analytics

Plans & Pricing

There are different plans to choose from in order to find the perfect fit for your business.

Customer Center

This plan is the perfect fit for companies seeking to automate helpdesk and contact center operations. This plan has tools to deliver customer service and manage omnichannel communications.

Price: $35 per user / month for the Cloud option

Price: $600 per user for on-premise option

  • Unified Customer Database
  • Omnichannel Communications
  • Service Catalogue
  • Business Process Management
  • Contact Center
  • Case Management
  • Knowledge Management
  • Synchronization and Integration
  • System Designer

Service Enterprise

This plan is a great fit for medium and large businesses that are looking to automate internal and external service processes and ITIL processes.

This plan has advanced tools to manage a complete service cycle and to provide service and support to customers and internal users.

Price: $50 per user / month for the Cloud option

Price: $850 per user for the on-premise option

  • Service Level Management
  • Configuration Management
  • Request Management
  • Problem Management
  • Change Management
  • Release Management
  • Unified Customer Database
  • Omnichannel Communications
  • Service Catalogue
  • Business Process Management
  • Contact Center
  • Case Management
  • Knowledge Management
  • Synchronization and Integration
  • System Designer

CRM Bundle

The CRM Bundle is an incredible option that leverages three, full-fledged products for service, sales, and marketing — all on a central CRM platform.

You must contact bmp’online directly for the cost of this plan.

It does include everything you get in the Customer Service plan and Enterprise Plan, plus a full service CRM software.

Free Trial

You can try bpm’online for free at the following link: https://www.bpmonline.com/crm-products

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FollowUp Power (CRM and Sales Tracking): Review

What is FollowUp Power CRM?

FollowUp Power is a robust sales tracking and CRM software for the construction industry. This software is great because you can choose between three plans: the CRM-only plan, the CRM plus Sales Training plan, or a plan with both of those options plus a RampUp Coach.

Intended Users

This software is a perfect fit for companies of all sizes, from small, single employee startups to mid-size businesses, to multi-million dollar enterprises.

Some of the current users of this CRM by FollowUp Power includes:

  • CodeRed Roofers
  • Robinson Electric
  • 1st Choice Glass
  • Debon Air Mechanical
  • Douglass Colony
  • Wasco Inc.

Deployment

  • Online, SaaS, Web, Cloud

Supported Operating Systems:

  • Windows 10, 8, 7, Vista, 2000, XP
  • Mac OS
  • Web Browser (OS agnostic)

Features

FollowUp Power gives users a range of versatile features including the ability to track one’s own pipeline, the ability to set goals for team members, the ability to view in-depth reports, and the ability to coordinate workflow within the organization.

Additional features include:

  • Bid Tracking
  • Lead Tracking
  • Custom Reports
  • Workflow Automation
  • Multi-Bid Functionality
  • User Security Levels
  • FollowUp Reminders
  • Sales Training E-Courses

The FollowUp Power system’s CRM and Sales Tracking features keeps personalized records that are comprehensive and organized — this allows you to keep on top of projects in the pipeline. It also houses a historical database and keeps a complete suite of analytical reports.

All of these features are crucial for: Sales Management, Marketing, Business Development teams, and Customer Relationship Management. FollowUp Power also helps to deliver priorities through workflow automation.

You can use this software to better view your sales pipeline, communicate with customers more efficiently and meet their needs, as well as hold your sales team accountable. With the follow-up reminders, you will always be reminded to get back with clients and customers, and keep those customers happy and returning to your store or establishment.

The User Security Levels helps the administrator to allow certain users access to information while keeping sensitive information and data separate from other users. Admins can also tweak this CRM / Sales Tracking software to fulfil the needs of your exact business.

Use the customization, multi-bid function, bid / lead tracking, and workflow automation to make your life easier and focus on your business instead of having to bury your head into your computer to check on everything manually. In addition, the custom reports feature will make understanding your business from a larger perspective, much easier and accurate.

With this software, you also receive an online training portal, which will make sure that all users are trained properly and easily, and that your setup will be a complete success.

Plans & Pricing

There are three rampup plans to choose from. Regardless of which one you choose, 48 is needed for the creation of your new database.

In addition to the options found above in “Features,” this software includes the following in each plan found below.

CRM Only

Price: $55 / user / month

  • No Setup Fee
  • CRM
  • Virtual CRM Training
  • 1 DISC Assessment
  • Service and Support

CRM + Online Sales Training Portal

Price: $70 / user / month

  • No Setup Fee
  • CRM
  • Virtual CRM Training
  • Online Sales Training Portal
  • 2 DISC Assessments
  • Service and Support

CRM + Online Sales Training Portal + Rampup Coach

Price: $70 / user / month

  • $3,500 RampUp Coach Fee
  • CRM
  • Virtual CRM Training
  • Virtual CRM Implementation
  • Online Sales Training Portal
  • 3 DISC Assessments
  • Service and Support

To get a full idea of each CRM plans, FollowUp Power asks that you reach out to an expert to go over the current state of your business so you can have your own Sales Overhaul Plan created that will suit your needs.

Free Demo

To view a free Demo of this CRM, click on the link below and click on “Start Video Demo.” You only need to provide your name, an email address, a phone number, and company name.

Demo Link: http://followuppower.net/#mailmunch-pop-420063

For a Personal, 1:1 Demo, click on the following link to schedule with FollowUp Power: https://calendly.com/evargas-1/followup-power-call-demo/02-06-2017


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Azurepath CRM: Review

What is Azurepath?

Azurepath was founded in 2015 and is based in the United States. This company offers customer relationship management (CRM) software for businesses of all types and sizes to use in order to better service their customers, establish new client bases, retain customers, work with vendors, make contacts, advertise/market their products or services, and establish lines of communication with the community and their customers.

Intended Users

Azurepath CRM is used by all business sizes — any business who sells products of any kind will find this software useful.

Deployment

  • Cloud, Web, SaaS
  • Mobile

Mobile

  • Mobile – Android Native
  • Mobile – iOS Native

Features

This CRM is ideal for growing businesses and is therefore a good fit for SMBs as well as large enterprises. The intuitive and powerful automation is perfect for large teams and individuals alike. Azurepath CRM is simple to set up, is safe to use, stores your information in the Cloud via web browser, and has mobile access for both iOS and Android.

The plan offers unlimited perks in order to grow your business and increase sales.

Azurepath CRM offers a range of customer relationship-based features such as:

  • Campaign Management (Business Marketing)
  • Contact Management
  • Document Management
  • Interaction Tracking (for Deals and Customer Support)
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • List Management
  • Product Catalog
  • Quotes / Proposals
  • Referral Tracking
  • Territory Management
  • Secure Data Export and Import
  • Mobile Access to CRM
  • Payment Structure and Invoices
  • Automated Visual Lead Queue
  • Team and Individual Assignment
  • Seamlessly Integrated Reminders
  • Global Searches
  • Customization

Analysis Features

With this feature, you receive:

  • Automated Reporting
  • Live Performance Tracking
  • Aging Pipeline Highlighted
  • Filter Results by Team or Individual
  • Set Targets for Teams or Individuals
  • One Touch Historical Insights
  • Track Time to Close and Lead Aging
  • Export any Trend/Report to Excel

Finance Features

With this feature, you connect your sales and finances in a more accessible way.

  • Automated Sales Forecasting
  • Historically Guided Insights
  • Automatically Account for CoGS
  • Payment Structure and Invoices
  • Accurate Cash Flow Analysis
  • Batch Import or Update Invoices
  • Multiple Currencies (USD, GBP, EUR)
  • Track Receivable Performance

With Azurepath’s CRM, you can run your business more effectively. You can create payment structure and invoices, lead team and individual assignments, receive integrated reminders, view an automated visual lead queue, track lead stage and touches, manage your contacts and accounts, and add lead attachments via email.

The Azurepath CRM package (you can view the plan and pricing in the next section) offers unlimited users, accounts, contacts, leads, attachments, and support.

Plans & Pricing

Azurepath’s CRM is unlike most others — it offers one package at a low price, with unlimited use in just about every aspect.

For $14.95 per user / month, you can get a great deal with this CRM.

The first 30 days of use are free and Azurepath does not ask for a credit card until your 30 days free are up and you decide whether you wish to subscribe. If you pay annually, you can receive 2 months free and save money; otherwise, you can pay monthly if you wish for the $14.95 quote.

Azurepath accepts the following payment types: Visa, MasterCard, and American Express. You can cancel your subscription at any time, as there are no contracts to sign.

With Azurepath’s CRM software, you will receive unlimited: users, leads, accounts, contacts, attachments, and support.

Free Trial

You can try Azurepath CRM for free for 30 days. No credit cards are required.

Start your free trial by heading to the following link and entering the name of your company, your company email address, and your name — that’s it!

Free Trial: https://signup.azurepath.com/

Free Demo

Contact Azurepath to request a free demo: https://www.azurepath.com/contact.html

Customer Support and Training

  • Documentation
  • Webinars
  • Live Online Training
  • Online Support
  • Business Hours (support)


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