Audience

Companies and enterprises looking for a CRM software solution for their management operations

About Charm CRM

Get a full view of your interactions with current or potential customers, and never ever make a cold call if you don’t have to. Comprehensive activity history is always at hand, even when your Contacts change organisations or roles over time. Charm’s Placements module will provide you with the granularity and flexibility needed to accurately reward your consultants, maintain data auditability and deliver financial data to your payroll and other applications. Stop dedicating extra resources to rework data into actionable information. As we deploy Charm in your organisation, we will ensure you have the right detailed reports to manage your sales operations in real time. Smart businesses gave up on client and contact coding decades ago. Tagging in Charm enables you to multi-categorise clients, contacts and opportunities to support your direct marketing campaigns and automate system searches and alerts.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Wizardsoft
Founded: 2014
Australia
charm.wizardsoft.com

Videos and Screen Captures

Charm CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

Charm CRM Frequently Asked Questions

Q: What kinds of users and organization types does Charm CRM work with?
Q: What languages does Charm CRM support in their product?
Q: What kind of support options does Charm CRM offer?
Q: What type of training does Charm CRM provide?

Charm CRM Product Features

CRM

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