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Accelo CRM: Review

What is Accelo CRM?

Founded in 2011, Accelo is a U.S.-based customer relationship management (CRM) software. This cloud-based solution is intended for companies or organizations that serves clients to streamline all of the client service processes into a central, easily-accessible location in the Cloud, as to manage work more efficiently, and manage staff better.

Intended Users

Intended users of Accelo CRM are essentially any professional service organization or company that serves clients — this can mean just about any business. Take a look at the details, features, and pricing details in this review to see if Accelo CRM is right for you and your organization.

Deployment

  • Cloud, SaaS, Web

Platform(s)

  • PC / Laptop
  • Mobile App
    • Android Native
    • iOS Native

Image result for accelo crm mobile

Features At a Glance

  • Contact Management
  • Document Management
  • Customer Support
  • Email Marketing
  • Interaction Tracking
  • Lead Scoring
  • Lead Management
  • List Management
  • Project Management
  • Quotes / Proposals

Features

Accelo CRM is a way to keep your communication with clients all in one, central location. This is a web/cloud-based software that doesn’t need to be installed on-premise (nor does it require hardware or costly upgrades).

You can also use this software to unify your team members and coworkers by automatically tracking and sharing client emails, appointments, attachments, notes, and custom fields with your team without changing the way you are used to using email.

With complete client insights, you can view your communication, client information, and work from anywhere on any device with an internet connection.

Automation & Processes (available in Premium Plan)

With automation and intelligent technology, you can always know what the next step is and what you need to do next. This feature will help you automatically send templated emails, update fields (such as the due date), and create follow-up meetings.

Client Records

You can create faster and more informed decisions by being able to access all of your client information in one location.

Team Scheduling (available in Premium Plan)

With team scheduling, you can decide how and when to start new projects based on your team or co-worker’s future workload projections.

Team Inbox

This feature is self-explanatory. The team inbox is the location where you can email client-related information to team members.

Tracking / Sync

You can automatically share and track client emails, appointments, attachments, notes, and custom fields with your coworkers without changing how you use email.

Automated Notifications (available in Premium Plan)

This feature will trigger and notify — this module is a great tool that works within Accelo and will allow you to create automatic actions when certain conditions are met.

Quotes

With the quotes feature, you can convert a quote into a project in one click.

Mobile App

You can keep an eye on your work, client communication, and team via the Mobile App.

Integrations

Accelo CRM allows for the seamless integration with the world’s leading platforms, including the ones you see below.

Plans & Pricing

There are two plans to choose from and the features and price are pretty straight forward.

Plus Plan

This plan is intended for growing companies/organizations/teams that need more than your starter CRM.

Price: $19 / user / month (billed monthly) OR $16 / user / month (billed annually)

Some of the included features are:

  • Smart CRM and Email Tracking
  • Email Campaigns
  • Sales Tracking
  • Tasks, Notes, and Attachments
  • Client Portal
  • Quotes

* See the full, extensive list of features at the following link: https://www.accelo.com/products/features/ *

Premium

This plan is maximally flexible and features automation.

Price: $39 / user / month (billed monthly) OR $34 / user / month (billed annually)

Main features include (but are not limited to:

  • Smart CRM and Email Tracking
  • Email Campaigns
  • Sales Tracking
  • Tasks, Notes, and Attachments
  • Client Portal
  • Quotes
  • Unlimited Custom Sales Types
  • Automated Triggers and Notifications
  • Unlimited Custom Sales Types

* See the full, extensive list of features at the following link: https://www.accelo.com/products/features/ *

Free Trial

Yes, Accelo offers a free trial of their CRM plans.

Customer Support / Training

  • Documentation
  • Live Online Training
  • Webinars
  • Online Support
  • Support During Business Hours

Contact

Image result for accelo crm

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OnePageCRM: Review

What is OnePageCRM?

OnePageCRM is a web-based sales automation customer relationship management (CRM) solution that is used by small businesses to automate their sales processes and streamline it. With one-click lead capture from various sources (Gmail, LinkedIn, etc.), you can also integrate with a number of third party lead generation, financial, and communication applications for 100 percent sales automation.

Intended Users

OnePageCRM is a simpler CRM than the huge solutions you can find made for thousands of employees. This CRM was created for catering to small businesses.

Deployment

  • Web / Cloud / SaaS

Platform(s)

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

Features

Users can achieve 100 percent sales automation through the integration of OnePageCRM with a large number of third party lead generation, financial, and communication applications.

The CRM’s system’s contact management feature allows users to consolidate business contacts and merge duplicate entries. The interactive sales pipeline ensures you need only enter minimal data manually when adding new deals, while providing a distinctive view of the sales funnel.

This CRM also enhances sales collaboration by sending notification emails to each member of sales team whenever a new task is assigned.

Sales Management For You and Your Sales Team

The secret to sales is completing sales actions — OnePageCRM will keep you focused on taking action. With Action-oriented software (as opposed to a huge amount of graphs and charts), you don’t need to worry about so much manual data entry and analyses. The simple dashboard is efficient and easy to read and use and is intended to remind you of the next action to take in your Action Stream, so you can take real business action rather than considering a graph for a week without acting on it.

Contact Management for Sales Teams

With all of your business contacts in one location, it is easy to remain organized in this CRM. You can stop having your contacts being trapped in individual cell phones, and email accounts alone will not make your business efficient. With the Contact Management feature, you can have all of your contacts’ information in one place so you and/or your team can be on top of every opportunity.

OnePagCRM also allows you to merge duplicates in the contacts. This means if you had already put a contact’s email address in your contacts but you also have their phone number, you don’t have to erase any — simply select the two contacts and click “merge duplicates.”

Lead Capture

Creating and capturing leads is easier with lead clipper and social media details at-a-glance.

  • Lead Clipper

With this feature you can clip lead details from the web with a single click. This creates what is called “Next Action,” which makes sure that you follow up on it.

  • Email Inbox Lead Clipper

When you receive an email from prospects, you can quickly capture their details from Gmail, Google Apps Mail, and Outlook.com (Hotmail and Office 365).

  • Other Social Sites

You may also grab a new lead’s details from their social media site (like Facebook, Twitter, XING) and profiles and send them to the OnePageCRM.

Image result for onepagecrm lead clipper

Sales Team Collaboration

Closed-loop sales and collaboration are important to winning more deals. OnePageCRM’s Sales Team Collaboration feature is a way of making it simpler for your team to collaborate: they can share actions, delegate tasks, notify others when important notes are stored, and more. This is especially important when there is a team trying to sell to multiple people on the client side.

Integrations with your Business Systems

Integrations are a huge part of whether your CRM succeeds or not. Every business needs to integrate with some sort of third party application whether this is an accounting software, web forms, email campaign apps, video conferencing, email platforms, or automated workflows.

OnePageCRM allows you to connect your CRM to your crucial and favorite business systems and applications. This will continue to simplify your sales by being able to have your business systems “talk” to each other, from marketing, invoicing, project management, and so forth.

Sales Forecasting

Not all deal pipelines are made the same. While OnePageCRM does not offer a huge breadth of analytical options, it does offer an interactive pipeline that will give you a very unique view of your sales. By helping you to predict, motivate, and close more deals, you can view your deal stages funnel and see how you are performing.

You can add deals, too. Data entry and management is kept to a minimum and all you need a few details.

Mobile CRM Apps for Android and iOS

As with any CRM worth its salt, OnePageCRM offers mobile CRM applications for both iOS and Android. It is important to have your important information on hand at all times in the world of business. The simple and effective mobile CRM apps means that your sales team can stay on communication and workflow no matter where they are.

GTD-based Design

GTD stands for “Getting Things Done,” for better focus and productivity. This is an organizational method that was created by David Allen and his productivity principles to sales are applied to this CRM through the design.

  • Capture and Organize

Using the Lead Clipper, you will collect contacts that require your attention. Organize your contacts with statuses, tags, and set a “Next Action” for each contact.

  • Mind Clarity and Focus

You can use the CRM application as a trusted system to remind you at the right time of important actions you must take. This way, you can focus your attention on more important things without worrying about missing anything you have to do later in the day or week.

  • Productivity

Stress-free sales productivity can be difficult, but you can help yourself achieve it by continuously deciding what action to take next as soon as you complete an action — this way, you’ll never stay stagnant. You will always be moving.

Negatives

One negative of OnePageCRM is that it is a bit light on its reporting abilities. This means you may have to export into Excel in order to perform any detailed analysis. However, if you have chosen this CRM to use, it’s titled should have prepared you for a lighter software with more simple features.

Plans & Pricing

Pricing is simple. There is one plan to choose from.

Price: $12 / user / month (or $11 / user / month — 1 month is free with annual payment)

  • Unlimited: Contacts
  • Unlimited: Notes
  • Unlimited: Deals
  • 1 GB of File Storage
  • Reporting on Sales Pipeline, Activity, and Marketing
  • Customize Contacts and Sales Process to fit your business
  • Mobile and Tablet Applications for Android and iOS
  • World class training and support
  • Easy setup and very low maintenance

If you are a non profit organization, check out the link below — you can get the Power of Action Program (a OnePageCRM initiative) for FREE.

Non Profits: https://www.onepagecrm.com/power-of-action

Free Trial

OnePageCRM does offer a 21-day free trial.

Free Trial: https://app.onepagecrm.com/register

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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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Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.

Deployment

  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)

Features

By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication

Integrations

With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.

Security

Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here: https://freshdesk.com/pricing

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Export reports

Customization

  • Custom apps
  • Public customer portal customization

Security

  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Over 50+ Applications

Reporting

Blossom

  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA

  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge-Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports

Customizations

  • Custom apps
  • Public customer portal customization
  • Custom domain mapping

Security

  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications

Garden

  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones

Multi-Product

  • Product level knowledge-base and community forums

Reporting

  • Ticket drill down in reports
  • Save reports
  • Schedule reports

Customizations

  • Full CSS customization
  • Custom domain mapping

Automated Tasks

Estate

  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms

Reporting

  • Performance distribution
  • Ticket volume trend
  • Top customer analysis

Customizations

  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery

Security

  • Custom SSL certificates (default free)
  • Helpdesk Restriction

Forest

  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers

 

Free Trial

You can get started with Freshdesk for free for 30 days at: https://freshdesk.com/signup.

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