About Legrand CRM
Legrand CRM is a cloud-based and on-premise software from Legrand CRM that supports customer relationship management. It provides lead inbox, sales pipeline, account management, service desk, and marketing features so businesses can manage client interactions effectively. This platform is designed for both on-premise and cloud deployment, ensuring flexibility for organizations of various sizes. With capabilities like account management for tracking customer details, a dedicated sales pipeline for managing prospects, and a service desk to handle customer inquiries, Legrand CRM caters to diverse business needs. Key capabilities: lead inbox sales pipeline account management service desk marketing Best for: businesses that need comprehensive tools for managing customer relationships and simplifying sales processes.
Legrand CRM is a versatile and powerful customer relationship management platform designed to cater to a variety of industries and organizational sizes. It offers both on-premise and cloud solutions, enabling organizations to choose the deployment method that best suits their infrastructure and security requirements. Its core modules encompass sales management, customer service, and campaign tracking, complemented by additional paid modules such as sales quotes, service desk, and asset tracking. The platform emphasizes comprehensive integration with popular accounting systems like QuickBooks and MYOB, making financial synchronization seamless. The user interface is designed for ease of use, featuring customizable dashboards and simple navigation that helps users quickly access sales pipelines, support tickets, and customer data. Whether accessed via desktop for on-premise installations or through a web browser in cloud setups, the platform supports remote management from various devices. Its rich integration with Microsoft Outlook, SharePoint, and other third-party tools further streamlines daily workflows, reducing manual input and boosting productivity.
Pros & Cons
- +Easy to use with an intuitive interface – suitable for new users.
- +Strong integration with Outlook, Gmail, and QuickBooks Online.
- +Effective task and calendar management (including a second calendar for specialized needs).
- +Quick access to contact-related activities and notes.
- +Good technical support and system flexibility.
- +Reliable for long-term use with stable performance.
- −No MYOB integration (as requested by users).
- −Mobile/tablet compatibility needs improvement.
- −Manual process required to attach sent emails from Outlook.
- −Uses older technology and can be occasionally slow.
Features
Key features
- Multiple Sales Pipelines
- Visualize sales stages and track deals from opportunity to closure with customizable pipelines.
- Email Integration & Outlook Add-in
- Synchronize emails, contacts, and calendar events directly within the CRM for streamlined communication.
- Campaigns Module
- Plan, execute, and track marketing campaigns with detailed analytics and responses.
- Service Desk Ticketing
- Manage customer service requests efficiently with configurable ticket boards and custom fields.
- Asset Tracking
- Monitor physical assets or services, view history, and generate reports for maintenance or lifecycle management.
- Accounting Integration
- Sync with leading financial systems for real-time updates on sales, invoices, and stock management.
- Dashboard & Reporting
- Access detailed dashboards and generate reports on sales, campaign performance, support tickets, and assets.
Additional features
- Core Modules
- Cover sales, customer management, campaigns, and reporting in a comprehensive package.
- Sales Quotes
- Create, customize, and convert quotes into sales orders for faster closing.
- Ticketing System
- Effectively track and resolve customer support requests through multiple ticket boards and workflow automation.
- Asset Management
- Keep track of physical assets, view histories, and plan maintenance or service scheduling.
- Email & Calendar Sync
- Automate email logging, follow-ups, and appointment scheduling directly from Outlook.
- Campaign Tracking
- Design marketing campaigns, monitor responses, and analyze data for lead generation.
- Real-Time Stock Updates
- Connect with your accounting system to get up-to-date inventory levels automatically.
- User Access Control
- Define permissions and roles for team members to ensure data security and workflow integrity.
- Data Backup & Security
- Hosted securely with daily backups in high-performance data centers to protect data.
- Flexible Deployment
- Choose between on-premise or cloud deployment based on organizational needs.
Pricing
Monthly plans
Asset Tracking
USD 10
Service Desk
USD 15
Sales Quotes
USD 16
Countries & Languages
Interface languages
Billing currencies
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About Legrand CRM
Legrand CRM is a cloud-based and on-premise software from Legrand CRM that supports customer relationship management. It provides lead inbox, sales pipeline, account management, service desk, and marketing features so businesses can manage client interactions effectively. This platform is designed for both on-premise and cloud deployment, ensuring flexibility for organizations of various sizes. With capabilities like account management for tracking customer details, a dedicated sales pipeline for managing prospects, and a service desk to handle customer inquiries, Legrand CRM caters to diverse business needs. Key capabilities: lead inbox sales pipeline account management service desk marketing Best for: businesses that need comprehensive tools for managing customer relationships and simplifying sales processes.
Legrand CRM Details
Legrand CRM's In-App Market Place
Does Legrand CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Asset Tracking
USD 10
Service Desk
USD 15
Sales Quotes
USD 16
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), NZD (NZ$), JPY (¥), CNY (¥), INR (₹), MXN (Mex$), ZAR (R)
Pros & Cons
- Easy to use with an intuitive interface – suitable for new users.
- Strong integration with Outlook, Gmail, and QuickBooks Online.
- Effective task and calendar management (including a second calendar for specialized needs).
- Quick access to contact-related activities and notes.
- Good technical support and system flexibility.
- Reliable for long-term use with stable performance.
- No MYOB integration (as requested by users).
- Mobile/tablet compatibility needs improvement.
- Manual process required to attach sent emails from Outlook.
- Uses older technology and can be occasionally slow.
Legrand CRM's Support Options
Legrand CRM's Alternatives
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