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About

Keep a single shared customer profile, company-wide. Get your finger on the pulse with graphs and charts detailing sales and forecasts. Track conversions end to end with personalized email, direct mail, voice, and print using a personalized touch. Works on any device – just fire up your mobile browser, no app required. Mobile bookmark Free CRM for quick access. Our deal tracking tool and sales pipeline dashboard give you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective CRM messaging. Reports & Dashboards provide a smooth, accurate read of everything happening. You can develop targeted marketing campaigns based on customer profiles and history. Execute email campaigns around time-sensitive promotions and opportunities with unlimited email. Track marketing in real-time, focus, and improve the quality of your lead generation.

About

Sales forecasting is always an important but challenging activity. This is, even more, the case when the business is experiencing change. Combine current pipeline details, historical analysis and behavior patterns to flag off-track forecasts and suggest a plan B. Mine your CRM for normally hidden deal data to construct a full history of forecasts, even if you haven’t kept them. Auto-populate your forecast with a recommended mix of deals based on current and historical deal data. Sales forecasts their next period, while Finance forecasts the next fiscal quarter and year. No need for dual forecasting systems. Sales isn’t just about the figure– you need analytics to understand and build on their potential to identify areas of under-performance and improve sales effectiveness. To thrive and succeed in today’s competitive environment you need to understand your customers, analyze their next move, and make the right offering.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and businesses looking for a tool to improve their sales and customer service

Audience

Companies searching for a sales forecasting solution to manage and improve their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$24.95/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CRMPRO
www.crmpro.com

Company Information

Vortini
Founded: 2009
Canada
vortini.com

Alternatives

Alternatives

BoostUp

BoostUp

BoostUp.ai
COA for Banking

COA for Banking

Advanced Software Applications

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Integrations

No info available.

Integrations

No info available.
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