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B2i CRM

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Software Status:Active

About B2i CRM

B2i CRM is a customer relationship management software from B2i Technologies that provides tools for managing customer interactions. It includes features such as contact management, sales tracking, and reporting tools so businesses can effectively monitor and analyze customer data. The platform supports integration with other software solutions and provides customizable dashboards for specific business needs. Designed for ease of use, it lets users access customer information quickly and efficiently. Key capabilities: contact management sales tracking reporting tools integration options customizable dashboards Best for: small to medium-sized businesses that need to manage customer relationships and sales processes effectively.

B2i CRM Details

Vendor
B2i Technologies
Year Launched
2000
Location
2024 W 15th St, Plano, Texas 75075, US
Deployment
cloud
Training Options
videos, live online
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Dutch, Portuguese, Russian, Chinese, Japanese.
Users
Investor Relations (IR) professionals, Corporate communications managers, Chief Financial Officers (CFOs), Compliance officers, Public company executives, IR agency consultants, Web developers working on IR sites, Financial analysts within IR departments
Industries Served
Publicly traded companies (across sectors), Financial services, Biotechnology and pharmaceuticals, Energy and utilities, Technology, Industrial manufacturing, Real estate, Telecommunications, Consumer goods, Healthcare
Tags
CRM, B2i Technologies

B2i CRM's In-App Market Place

Does B2i CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
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Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), RUB (₽), HKD (HK$), SGD (S$), CHF (Fr), NZD (NZ$), SEK (kr), DKK (kr), NOK (kr), MXN (Mex$), KRW (₩), TRY (₺)

Pros & Cons

  • Comprehensive investor relations management through Data Anywhere and IROffice
  • Highly customizable JavaScript API and WordPress plugin for seamless website integration
  • Automated financial and material disclosure content management
  • Real-time control over investor website content
  • Email opt-in system with automated notifications for press releases, SEC filings, stock quotes, and custom content
  • Automated social media posting for press releases
  • Cost-efficient solution reducing the need for extensive technical support
  • Proprietary content management system (IROffice) for real-time updates
  • CRM tools for contact management and investor relations
  • Supports multiple content types, including financials, press releases, stock data, and corporate governance materials
  • Primarily focused on investor relations, limiting broader business applications
  • Requires technical expertise for full customization and integration
  • Dependence on JavaScript and WordPress, potentially restricting compatibility with other platforms
  • No mention of mobile support or dedicated apps for on-the-go access
  • Limited details on scalability for larger corporations
  • Potential learning curve for companies unfamiliar with automated investor relations management

B2i CRM's Support Options

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