Clevertim CRM: Review

What is Clevertim?

Clevertim is a customer relationship management (CRM) software for small businesses, entrepreneurs, and startups — founded in 2010 in the U.K., Clevertim is perfect for a small company with limited but crucial CRM needs.

Intended Users

Small businesses, solo-preneurs, micro businesses, and other types of SMB’s use Clevertim CRM as a web-based contact manager and customer relationship management solution for their businesses.

Deployment

  • Cloud, SaaS, Web

Platform(s)

  • PC
  • Desktop Application on the Web
  • Mobile (Android)

Features at a Glance

  • Contact Management
  • Lead Management
  • Opportunity / Case Management
  • Customer Support
  • Document Management
  • Interaction Tracking
  • Quotes
  • Proposals
  • Team Collaboration Options
  • Guaranteed Uptime
  • Add Users / Delete Users
  • New Features Added by Clevertim on Regular Basis

Features

Clevertim was built and is sold as a simple web-based/cloud-based CRM for those with professional CRM needs in a micro-business or small business environment. With this software, you can avoid on-premise installation costs and time, avoid any upgrade charges, enjoy regular updating of features by Clevertim, and find that perfect in-between from Excel spreadsheets and a full blown CRM.

This simple CRM allows you to do the following:

  • Keep notes on contacts
  • Keep your leads in one location
  • Manage your tasks, reminders, and follow-ups
  • Assign and resolve tickets, projects, and cases
  • Track and organize sales opportunities
  • Share and collaborate with your team instantly

Contact and Company/Account Management

As with any CRM worth its salt, you can store all of your contacts and your accounts in one, central, cloud-based location so that everyone on your team can access it 24/7. You can also keep a helpful history of interactions with customers and leads using: emails, notes, quotes, and proposals.

  • Store all documents in one place
  • Build a business intelligence database
  • Use info to build your brand, retain customers, discover new opportunities, and find new leads

Tasks, Meetings, Reminders/Follow-Ups

The tasks section will help you to organize things that must be done for each company, case, contact, and opportunity – it helps to keep on top of each task. This CRM will assign and track work completed by you and your team.

The tasks will give you visibility of what has been done and what is still outstanding and needs to be completed.

Case Management

Cases are virtual folders that allow you to store information in one, cloud-based location. Cases can be used to track any problems, complaints, inquiries, questions from customers, and things like leads. You can use this case management for internal projects, such as hiring for a new position you created or organizing an event. Cases also allow your team and yourself to all be on the same page and collaborate on a common topic.

Sales Opportunity Management

You can see all of your sales opportunities in one location on Clevertim — and this information is also available to your whole team. You can set follow up reminders and add tasks for each sales opportunity so you can nurture towards closure.

Also, check out your pipeline of sales opportunities clearly and succinctly.

Online File Storage and Organizer

Store necessary files for business and clients offline — you can attach them to the relevant case, opportunity, company, or contact — what makes this module easy is it organizes your files through a Windows Explorer-esque interface that is intuitive and familiar.

Email Integration via the Clevertim Dropbox

With email integration, you can CC, BBC, and forward emails to your Clevertim Dropbox email account — notes you make will automatically be created for the correct contact. You don’t have to copy and paste any notes from emails into the CRM — Clevertim will do it for you.

Flexible and Powerful Custom Fields

If you need additional information to store more contacts, opportunities, cases, and companies, Clevertim comes with a range of typed custom fields.

You can define these custom fields as you wish: free text, list of your users, countries, dropdown/select from list of values, and more.

Easy to Integrate with Hundreds of Apps via Zapier

You can also use Zapier in order to integrate Clevertim CRM with hundreds of other applications, such as: Mailchimp, Constant Contact, AWeber, Campaign Monitor, Mailgun, Freshbooks, Wufoo, Twitter, Zendesk, Trello, WordPress, Google Apps, SugarCRM, Shopify, Desk, and many more.

Integrate, Extend, and Customize via Clevertim API

You can integrate Clevertim CRM with other internal or publicly available systems, too. REST-ful APIs are easy to integrate and customize and Clevertim’s API is hosted on github.

Plans & Pricing

All plans come with a free 30 day trial, so regardless of whether you begin with a trial or want to begin a subscription with Clevertim, you will get your first 30 days free of charge. You can downgrade, upgrade, or cancel your plan at anytime.

Clevertim accepts the following currencies for the paid subscriptions: USD, EUR, GBP, CAD, and AUD. As of now, the company accepts Visa, American Express, and MasterCard only.

Basic

Price: $24 / month

  • Users: Up to 6
  • Storage: 5GB
  • Opportunities: 5,000
  • Contacts and Companies: 5,000
  • Cases: 5,000

Professional

Price: $49 / month

  • Users: Up to 15
  • Storage: 15GB
  • Opportunity: 20,000
  • Contacts and Companies: 20,000
  • Cases: 20,000

Premium

Price: $99 / month

  • Users: Up to 40
  • Storage: 30GB
  • Opportunities: 30,000
  • Contacts and Companies: 30,000
  • Cases: 30,000

There are also two additional plan types you can choose: Solo and Free. These are plans perfect for those who do not feel ready for a paid plan and don’t need extra users, but do need more power in their CRM.

Solo

Price: $10 / month (users in the EU will be charged VAT)

  • Users: 1 Only
  • Storage: 5GB Storage
  • Contacts: 5,000
  • Opportunities: 5,000

Free

Price: Free

  • Users: 2 Only
  • No Files
  • Contacts: 250
  • Cases: 250
  • Opportunities: 10
  • Free to use forever

Add-On Users

If you need more than the 40 users you get in the Premium Plan, you can add on users in batches of 10 — at $2 per user / month, that’s $20 per 10 extra users a month.

Free Trial

Yes, Clevertim CRM offers a free 30 day trial for all of their plans. You do not need to give credit card information at any time and it takes only 30 seconds to sign up. If you choose to continue using Clevertim CRM, you can upgrade or downgrade any time once you free trial is up.

Free Trial: https://www.clevertim.com/en/

Free Demo

You can take a look at a free demo on Clevertim’s main webpage: https://www.clevertim.com/en/.

Customer Support / Training

  • Basic Training in as little as 15 minutes
  • Fast, intuitive training
  • Support during business hours

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