E

expert CRM

by Datadec
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ActiveAvailable globally
Quick facts
VendorDatadec
Year launched
StatusActive
LocationBengaluru, Karnataka, India
Countries servedGlobal
Languages14
Integrations5+
Free tier
Free trial
Contact sales

About expert CRM

Expert CRM is a customer relationship management software from Datadec that supports businesses in managing customer interactions and data. It combines features such as finance management, productivity tools, and GST compliance so businesses can operate efficiently. This platform allows users to renew services before the expiry for additional benefits, ensuring continuous access to features. With TallyPrime, users can manage their operations with precision, as it is designed for both speed and accuracy. Key capabilities: finance management GST compliance customer data management productivity tracking service renewal options Best for: small to medium-sized businesses that need to manage customer relationships and financial operations effectively.

Expert CRM by Tally Solutions is a comprehensive customer relationship management software designed to help businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and robust features, Expert CRM stands out as a powerful tool for managing customer interactions and improving overall customer satisfaction. The user interface of Expert CRM is intuitive and easy to navigate, making it simple for users to access key features and information. The dashboard provides a quick overview of sales pipelines, customer profiles, and performance metrics, enabling users to make data-driven decisions. The software also offers customizable dashboards, allowing users to tailor the interface to their specific needs. One of the core functionalities that sets Expert CRM apart from its competitors is its integrated contact management system. Users can easily track customer interactions, manage leads, and schedule follow-up tasks within the software. Additionally, Expert CRM offers email integration, allowing users to send personalized emails directly from the platform. In terms of performance, Expert CRM excels in speed and efficiency, even when handling large datasets or complex operations.

Pros & Cons

What users like
  • +Allows for efficient customer relationship management with customizable fields and data entry
  • +Provides detailed reporting and analytics to track sales performance and customer behavior
  • +Offers integration with other business management tools for seamless workflow
  • +Enables automated communication and follow-up with customers through email and SMS
  • +Facilitates collaboration among team members with shared access to customer data
What users flag
  • Some users have reported that the user interface is outdated and not very intuitive
  • Limited customization options for specific industry needs
  • Integration with third-party apps can be difficult and may require additional fees
  • Customer support response time can be slow
  • Steep learning curve for new users, especially those who are not familiar with CRM systems

Features

Key features

Contact management, Lead management, Opportunity management, Email integration, Workflow automation, Sales forecasting, Reporting and analytics, Mobile access, Customization options, Integration with other business tools

Additional features

Lead management, Contact management, Deal tracking, Sales pipeline management, Email integration, Task management, Reporting and analytics, Mobile app access, Customization options, Workflow automation, Team collaboration, Integration with other tools, Customer support management.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
14
Interface languages
9
Billing currencies

Interface languages

EnglishHindiMarathiGujaratiKannadaTamilTeluguMalayalamBengaliPunjabiOriyaAssameseNepaliArabic

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇮🇳INR🇦🇺AUD🇨🇦CAD🇸🇬SGD🇯🇵JPY🇨🇳CNY

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