isoCRM logo

isoCRM

by ISO Enterprise · Since 1997
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ActiveAvailable globallyCloud
Quick facts
VendorISO Enterprise
Year launched1997
StatusActive
LocationRua Piauí, 151 Parolin, Curitiba PR | 80220-240
Countries servedGlobal
Languages2
Integrations7+
Free tierN/A
Free trialN/A
Contact salesYES

About isoCRM

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isoCRM by ISO Enterprise positions itself as a formidable solution in the CRM landscape, specifically engineered to meet the needs of industrial and distribution companies. Unlike many generic CRM platforms that attempt to cater to a wide range of industries with one-size-fits-all tools, isoCRM takes a sharply focused approach. It delivers a powerful omnichannel system that unifies pre-sales, sales, and post-sales activities into a cohesive workflow. This integration is essential in the distribution and industrial sectors where efficiency, real-time data access, and comprehensive client engagement are not merely beneficial but crucial for operational success. isoCRM’s design allows companies to centralize every interaction, transaction, and customer touchpoint into a single, actionable platform. This eliminates data silos and ensures continuity across customer journeys, ultimately improving both internal operations and external service quality. At the heart of isoCRM’s appeal is its commitment to user-centric design. ISO Enterprise emphasizes that the software is developed with a unique focus on the user, a philosophy reflected in the modular, incremental structure of the system.

Pros & Cons

Pros
  • Omnichannel Integration: Works across e-commerce, marketplaces, B2B, B2C, WhatsApp, Instagram, and Facebook Messenger.
  • AI-Powered Automation: Includes isoBot, which optimizes workflows and enhances customer experience through NLP.
  • Scalable & Modular Design: Incremental modules allow businesses to adapt and expand CRM capabilities efficiently.
  • Comprehensive Data & Reporting: Features analytics, workflow tracking, and real-time monitoring.
  • Optimized for Industry & Distribution: Tailored for businesses managing pre-sales, post-sales, and general sales operations.
Cons
  • Pricing Transparency: Cost details aren’t readily available, requiring direct inquiry.
  • Learning Curve: Businesses may need onboarding and training to fully leverage the system.
  • Customization Details Unclear: The level of flexibility in modifying workflows isn’t explicitly outlined.
  • Industry-Specific Focus: Primarily targeted at distributors and industry-related businesses, limiting broader applications.

Features

Key features

Omnichannel Customer Interaction (with isoBot AI)

isoCRM provides a truly omnichannel system allowing interaction with customers across all contact channels, including e-commerce, marketplaces, B2B, B2C, WhatsApp, Instagram, and Facebook Messenger. This is significantly enhanced by isoBot, an integrated AI and NLP-powered chatbot that offers 24/7 automated service, agile responses, and efficient solutions.

Complete Integrated Management for Industry & Distributors

The software is specifically designed as a complete CRM solution for industrial and distribution sectors, aiming to integrate all company sectors—pre-sales, sales, and post-sales—into a single platform. This holistic approach ensures all relevant information is accessible to those who need it, fostering efficiency and breaking down departmental silos.

Incremental Modular System & User-Centric Design

isoCRM is built with an incremental modular system, ensuring efficiency and usability by allowing businesses to scale and integrate modules as needed. The software's development has a unique focus on the user, implying an intuitive interface and tailored training to ensure effective adoption and workflow optimization.

Real-time Online Results & Data Monitoring

The system provides real-time monitoring of online results and key performance indicators. This allows businesses to make data-driven decisions swiftly, optimizing sales, events, and workflows based on up-to-the-minute information.

Extensive Integration Capabilities (ERP, Marketplaces, APIs)

isoCRM is a complete software integrated with various external systems, including ERPs, marketplaces, e-commerce platforms (B2B/B2C), and offers APIs for other systems. This broad compatibility enables seamless data flow across the entire business ecosystem, avoiding dependence on external lists and software.

Automated After-Sales Service with isoAttendance & isoWorkflow

It offers customized modules for after-sales, including isoAttendance for recording customer information and occurrences, and isoWorkflow for tracking multiple activities with assignments and email notifications. These tools automate customer service and task management post-sale, enhancing customer experience.

Additional features

Omnichannel CRM System

A complete system that manages customer interactions across all available channels.

Integration for Industry and Distributors

Specifically designed to meet the needs of these sectors.

Unified Platform

Keeps all relevant information accessible in one place.

Adjusted Training and Qualification

Provides training tailored specifically for each company.

User-Focused Development

Software is built with the user experience as a primary concern.

Incremental Modular System

Allows for adding modules progressively to ensure efficiency and usability.

Business Independence from External Lists/Software

Aims to centralize data within the system.

Pre-sales Control

Manages activities related to qualifying leads before a sale.

Sales Control

Manages the entire sales process efficiently.

Post-sales Control

Manages activities after a sale, including support and follow-ups.

Integration of All Sectors

Connects different departments of the company into a single system.

ERP Integration

Connects with Enterprise Resource Planning systems.

Marketplace Integration

Integrates with online marketplaces.

E-commerce Integration (B2B, B2C)

Connects with both business-to-business and business-to-consumer e-commerce platforms.

API for Other Systems

Provides an Application Programming Interface for connecting with other software.

Optimization of Sales Teams

Improves the efficiency of sales personnel.

Optimization of Events Teams

Streamlines management for events.

Optimization of Workflows Teams

Enhances the efficiency of internal workflows.

Avoidance of Redundant Functions

Modules are designed to prevent inefficiencies from duplicate features.

Customer Interaction Across All Channels

Facilitates communication with customers through various means (e-commerce, marketplace, B2B, B2C).

Data Collection for All Involved

Gathers useful information and data for everyone in the business process.

Real-time Online Results Monitoring

Tracks sales and other performance indicators as they happen.

Real-time Indicators Monitoring

Provides current data on key business metrics.

Service Integration and Automation

Connects service channels and automates service processes using isoBot.

isoBot Chatbot

An AI-powered chatbot with Natural Language Processing (NLP) for automated customer service.

Seamless Communication Platform Integration

Connects with various communication platforms (e.g., WhatsApp official API, Instagram, Facebook Messenger).

Agile Responses (isoBot)

Provides quick and efficient answers through the chatbot.

Workflow Automation (isoBot)

Automates tasks in various departments for effective control.

Service Management and Analysis

All services can be managed and analyzed within isoCRM.

isoAnalytical

Provides graphical reports and gauges for monitoring customer service, registrations, and other data.

isoAttendance

Records all customer information and occurrences, used for automated after-sales service.

isoWorkflow

Tracks multiple activities, allows assigning dates and assignees, and sends email notifications.

isoMobile

A mobile solution for customer relationship management on the go.

isoAgenda

Provides full control over individual and company group schedules.

isoIntegration

A dedicated tool for integrating with other systems like ERP, BPM, CTI, and Workflow.

isoRegistration

(Implied from isoAnalytical and general CRM features) Likely handles customer and prospect registration.

isoCatalogue

(Implied from product listings) Suggests a product catalog management feature.

ISO Contract

(Implied from product listings) Suggests contract management capabilities.

isoMarketing

(Implied from product listings) Suggests marketing automation or campaign management.

isoResearch

(Implied from product listings) Suggests tools for market research or data analysis.

isoSales

(Implied from product listings) Refers to core sales management functionality.

isoVoip

(Implied from product listings) Suggests integration with Voice over IP for communication.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
2
Interface languages
7
Billing currencies

Interface languages

EnglishPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇭CHF

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