CRMPlus logo

CRMPlus

by DailyMails · Since 2020
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Active1+ countriesCloud
Quick facts
VendorDailyMails
Year launched2020
StatusActive
LocationGhaziabad, Uttar Pradesh 201012, IN
Countries served1+
Languages1
Integrations1+
Free tier
Free trialYES
Contact sales

About CRMPlus

CRMPlus is a customer relationship management software from DailyMails that helps businesses manage customer interactions and data. It provides tools for tracking sales leads, managing customer communication, and analyzing customer data to improve relationships. The software includes features such as contact management, sales tracking, and reporting capabilities so businesses can make informed decisions. CRMPlus is designed for teams looking to centralize customer information and improve collaboration. Additionally, it supports integration with various applications, making it adaptable for different business needs. Key capabilities: contact management sales tracking reporting and analytics integration support user-friendly interface Best for: small to medium-sized enterprises that need to manage customer relationships effectively.

CRMPlus by DailyMails is a comprehensive customer relationship management (CRM) software designed to help businesses streamline their sales, marketing, and customer support processes. It provides an all-in-one platform that integrates various functions, offering a 360-degree view of customer interactions. With CRMPlus, businesses can efficiently track customer data, manage leads, and automate communication processes to enhance customer engagement and satisfaction. The software is particularly beneficial for sales teams, help desk teams, project management teams, and IT service management (ITSM) teams, making it a versatile solution for organizations of all sizes. The user interface of CRMPlus is designed to be intuitive and user-friendly, ensuring that users can navigate the platform with ease. The dashboard provides a clear overview of customer interactions, sales pipelines, and ongoing tasks, allowing teams to stay organized and focused. The software incorporates customizable fields and workflow management tools, enabling businesses to tailor the interface to their specific needs. Additionally, CRMPlus supports mobile access, ensuring that users can manage their CRM activities on the go. CRMPlus offers a robust set of functionalities that cater to various business needs.

Pros & Cons

What users like
  • +1. It provides a comprehensive 360-degree view of customers, sales, and service interactions from a single screen.
  • +2. The platform offers robust automation features like lead scoring, auto lead/ticket/incident assignment, and automated reporting.
  • +3. Integrated communication tools allow for seamless interaction tracking and management directly within the CRM.
  • +4. Extensive reporting and analytics capabilities provide data-backed insights for improved decision-making.
What users flag
  • 1. While API access is mentioned, the depth of customization or integration possibilities is not fully elaborated.

Features

Key features

1. 360° Customer/Contact View
This feature provides a comprehensive overview of customer/contact profiles and all interactions (website, product, communications) from a single screen, offering a holistic understanding for sales, support, and IT teams.
2. One-Click Communication & Entire Conversation History
This allows users to initiate and track various forms of communication (email, SMS, calls, Google Meet) directly from the platform without extra software/hardware, while also centralizing all conversation history for easy reference and seamless follow-ups.
3. Real-Time API & Reports Scheduling
The real-time API enables integration with other applications for managing various data points (leads, tasks, deals, contacts, tickets, incidents). Reports scheduling allows users to automate the generation and delivery of in-depth Excel reports via email, saving time and providing continuous insights.
4. Pipeline Management (Sales, Service)
The software offers dedicated pipelines for sales deals and service tickets, allowing users to visualize, sort, and filter items at various stages, providing clear oversight and control over workflows.
5. Automated Lead/Ticket/Incident Assignment
This feature intelligently assigns leads to sales personnel, and support tickets/incidents to support staff, optimizing workload distribution and ensuring prompt follow-up.
6. Integrated ITSM Services
Beyond typical CRM and helpdesk functionalities, the software includes a robust suite of IT Service Management features like Product, Vendor, Purchase Order, Problem, Change, Incident, Release, Project, Asset, Software License, and Contract Management, making it a comprehensive solution for IT operations.

Additional features

1. 360° Customer View
Access and identify customer profiles and touchpoints (website, product, interactions) from a single screen for a comprehensive understanding.
2. Lead Scoring
Assign scores to sales leads to identify "hot" prospects and prioritize follow-ups based on data-backed insights.
3. Auto Lead Assignment
Automatically assign leads to specific salespeople on your team, streamlining lead distribution.
4. Tasks, Notes and Files (Sales, Helpdesk, ITSM)
Add tasks with leads, customers, tickets, or incidents; collaborate on tasks with team members; make quick notes against contacts/tickets/incidents; and manage/share files.
5. Sales Pipeline
Visualize and manage sales deals through various stages of the pipeline; sort and filter deals for better insights.
6. One Click to Communicate
Initiate and track communication (email, SMS, notifications, calling, Google Meet Meetings) directly from the CRMPlus interface without additional software/hardware costs.
7. Entire Conversation History (Sales, Helpdesk, ITSM)
View all past conversations in one centralized location and make subsequent communications directly from the platform.
8. Reports Dashboard (Sales, Helpdesk, ITSM)
Generate clear, in-depth reports with various filters to gain insights into sales, service, or ITSM operations.
9. Real Time API (Sales, Helpdesk, ITSM)
Create and manage leads, tasks, deals, contacts, companies, tickets, incidents, and conversations using your own application via the real-time WebAPI.
10. Reports Scheduling (Sales, Helpdesk, ITSM)
Create, schedule, and receive in-depth Excel reports via email, saving time and ensuring regular reporting.
11. 24/7 Customer Support
Access round-the-clock support from the dedicated support team.
12. Auto Ticket Assignment
Automatically assign support tickets to designated support personnel.
13. Service Pipeline
Visualize and manage support tickets through various stages of their resolution pipeline; sort and filter tickets for better insights.
14. Product Management
Create and manage product information easily within the system.
15. Vendor Management
Create and manage vendor details and relationships effortlessly.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Startup

USD 100

Premium

USD 200

Enterprise

USD 400

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇺🇸USD

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