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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$99/All Users/month
Unlimited Users
All Features Leads, Deals, Contacts, Companies Multiple Process & Pipeline AI Settings: Call Transcript, Chatbot Mobile App (iOS, Android) Email, Chat, WhatsApp, Telephony Integrated Social Media Leads Integration Automations: Assignment, Workflows Pipeline Management: Multiple Processes & Pipelines Reporting: Custom Dashboards
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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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 |
Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Not Supported
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
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Integrations
Exotel
Supported
Facebook
Supported
Gmail
Supported
Google
Supported
Instagram
Supported
Kaleyra
Supported
Knowlarity
Supported
Twilio
Supported
WhatsApp
Supported
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Integrations
Exotel
Not Supported
Facebook
Not Supported
Gmail
Not Supported
Google
Not Supported
Instagram
Not Supported
Kaleyra
Not Supported
Knowlarity
Not Supported
Twilio
Not Supported
WhatsApp
Not Supported
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