Chakra Sales CRMChakraHQ
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ClientLogixUNAPEN
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Related Products
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About
Chakra Sales CRM is software tailored to the needs of SMB teams for sales pipeline management and marketing automation activities. Chakra Sales CRM is an easy-to-use tool with an intuitive interface driving higher adoption with a steep learning curve.
Teams can quickly set up the solution by integrating lead generation sources, connecting email and telephony apps, creating a custom sales pipeline, and setting up basic reporting with Chakra report builder.
Admins can further configure advanced customizations in page layout, build sales workflows, adding integrations to connect Calendar, WhatsApp Cloud API, other internal apps, or 3rd party tools. Task workflow management, reminders, and notifications can be configured to organize sales management for users.
Chakra sales CRM is used by 8000+ users across 150 organizations for various use cases in sales, marketing automation, support, and customer workflows
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About
One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Small and Medium-sized Businesses across industries
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Audience
Companies in need of an CRM solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$99/All Users/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationChakraHQ
Founded: 2019
India
chakrahq.com
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Company InformationUNAPEN
Founded: 1991
United States
unapen.com
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Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Exotel
Facebook
Gmail
Google
Instagram
Kaleyra
Knowlarity
Twilio
WhatsApp
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Integrations
Exotel
Facebook
Gmail
Google
Instagram
Kaleyra
Knowlarity
Twilio
WhatsApp
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