ClientLogix

ClientLogix

UNAPEN
+
+

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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

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.

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

Small and Medium-sized Businesses across industries

Audience

Companies in need of an CRM solution

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

$99/All Users/month
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

ChakraHQ
Founded: 2019
India
chakrahq.com

Company Information

UNAPEN
Founded: 1991
United States
unapen.com

Alternatives

Alternatives

Heads-up

Heads-up

WattsNet
MomentumTRUST

MomentumTRUST

Momentum3

Categories

CRM

Categories

CRM

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

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

Integrations

Exotel
Facebook
Gmail
Google
Instagram
Kaleyra
Knowlarity
Twilio
WhatsApp

Integrations

Exotel
Facebook
Gmail
Google
Instagram
Kaleyra
Knowlarity
Twilio
WhatsApp
Claim Chakra Sales CRM and update features and information
Claim Chakra Sales CRM and update features and information
Claim ClientLogix and update features and information
Claim ClientLogix and update features and information