About Clevertim
Clevertim is a CRM software from Clevertim that helps manage customer relationships effectively. It combines contact management, sales tracking, and project management so users can keep an organized view of their customer interactions and sales pipeline. Clevertim allows for the management of leads, tracking of sales performance, and scheduling of tasks to ensure all team members are informed. Users can also generate reports for better insight into business performance. Key capabilities: contact management sales tracking project management reporting task scheduling Best for: small to medium-sized businesses that need a comprehensive tool to manage client information and sales processes.
Clevertim Details
Clevertim's In-App Market Place
Does Clevertim have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
11
Mini Apps
1. Mailchimp Integration: Sync contacts and leads between Clevertim and Mailchimp
allowing for seamless email marketing campaigns.
2. Google Calendar Sync: Connect Clevertim with your Google Calendar to keep track of important events
meetings
and appointments.
3. Twilio Integration: Send SMS notifications and reminders directly from Clevertim using Twilio's messaging services.
4. Zapier Integration: Automate workflows and connect Clevertim with other apps and services through Zapier's integrations.
5. Xero Integration: Sync invoices
payments
and financial data between Clevertim and Xero accounting software for seamless bookkeeping.
6. Dropbox Integration: Easily attach files and documents from Dropbox to contacts and leads in Clevertim for easy access and organization.
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr.), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- Easy access to client information from anywhere with internet connection
- Ability to track interactions and communications with clients for better follow-up
- Customizable fields and tags for organizing and segmenting clients
- Reminders and notifications for upcoming tasks and appointments with clients
- Collaboration tools for team members to work together on client accounts
- Integration with email and calendar applications for seamless communication and scheduling with clients
- Limited customization options for specific business needs
- Lack of advanced reporting features
- Steep learning curve for new users
- Integration limitations with other software platforms
- Inconsistent customer support and response times
Clevertim's Support Options
Email Address
support@clevertim.comDocumentation
https://www.clevertim.com/supportCommunity Forums
https://community.clevertim.com/