Setting up a CRM has never been easier!

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Shishirgano9
Posts: 460
Joined: Tue Dec 24, 2024 3:20 am

Setting up a CRM has never been easier!

Post by Shishirgano9 »

Pricing : 5. Freshworks CRM Service capabilities: Freshworks CRM acts as a single source of truth for your business and provides a complete view of your customer by collecting and consolidating their experiences in one place. 1. Custom fields Create custom fields: text, date picker, checklist, and even formula fields to collect and store information for your business. 2. Stages of the contact life cycle Create your own contact lifecycle stages based on your business process. 3. Manage relationships from anywhere in the world Have a mobile app to stay informed even when offline; Gmail extension - access your CRM information in Gmail.



Get full context about your contacts at a glance, add tasks, schedule list of us mobile number database meetings, take notes and more. 4. Audit logs View a chronological sequence of user changes made to your account. 5. Reports Standard, attribute reports and other analytics. 6. Interactive bot will help you with lead generation Set up and install bots with full further automation to receive information about visitors and process it. 7. Predictive contact assessment Prioritize the contacts you interact with. Freddy AI looks at historical data and assigns a score to each contact. Pricing : 6. Brevo CRM Service capabilities: 1. Set up your system in no time.


No installation or special maintenance required - just upload your contact information and start managing your customer relationships without any hassle! 2. Centralize all contact information. Store all your contact information, including notes from a previous call or meeting and relevant documents, which you upload directly to your CRM contact profile. Make all the necessary updates once, without having to remember where else your contact information is stored. 3. Organize your contacts for more effective communication. Use different lists to organize contacts based on similar characteristics, acquisition source, stage in the conversion funnel, or any other criteria that works for you!
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