About Multi CRM
Multi CRM is a CRM software from MultidadosTI that connects technology, data, and people to deliver performance at every stage of the customer journey, from pre-sale to post-sale. It includes solutions by segment, pre and post-sales CRM, and a billing module to support comprehensive customer management. This platform helps organizations simplify their interactions and improve customer satisfaction through data-driven insights. Additionally, Multi CRM provides tailored solutions that cater to specific industry needs and offers intuitive user interfaces for ease of use. Key capabilities: solutions by segment pre and post-sales CRM billing module data analytics customer feedback integration Best for: businesses that need an effective solution for customer relationship management across their operations.
Multi CRM by MultidadosTI is a powerful and flexible customer relationship management solution designed to support businesses of all sizes in streamlining sales, marketing, and customer service operations. Developed by the Brazilian technology firm MultidadosTI, the software is tailored to meet the dynamic needs of growing businesses, particularly in Latin America. Its core purpose is to help companies manage leads, track sales activities, centralize client interactions, and monitor performance metrics in real-time. Notable features include customizable sales funnels, email automation, task scheduling, robust reporting tools, and client history tracking. The user interface of Multi CRM is clean and accessible, with a modern dashboard layout that provides a comprehensive overview of sales opportunities, recent activities, and pending tasks. The platform employs an intuitive design with a sidebar menu that makes navigation between modules like Contacts, Pipeline, Campaigns, and Reports straightforward. The color-coded status indicators and drag-and-drop capabilities in the sales pipeline enhance the user experience, making it easier to monitor and manage deals.
Pros & Cons
- +Manages the entire customer lifecycle in one platform.
- +Provides immediate data through dashboards and customizable reports.
- +Offers direct credit checks and automated debt management.
- +Automates workflows and lead distribution for efficiency.
- +Enables personalized SLA configuration for better customer service.
- −A wide range of features might lead to a steeper learning curve.
- −Achieving full benefit might require significant initial setup and customization.
- −The text mentions integrations but lacks specifics on supported systems.
- −The description heavily emphasizes sales and customer service, potentially lacking in other areas like marketing automation.
- −While a mobile app for the portal is mentioned, the extent of CRM feature accessibility on mobile is not fully detailed.
Features
Key features
- End-to-End Customer Journey Management
- The CRM is designed to manage the entire customer lifecycle, from pre-sales to post-sales, within a single platform, providing a unified view of all interactions.
- Real-time Dashboards and Custom Reports
- Offers dynamic dashboards, sales funnels, and customizable reports, enabling real-time monitoring and data-driven decision-making tailored to specific needs.
- Integrated SPC/Serasa Credit and Debt Management
- Allows direct credit checks within the system and automated negative listing and removal, streamlining financial risk assessment and debt recovery processes.
- Workflow Automation
- Enables the definition of custom workflows to control actions based on the type of request, ensuring process adherence and efficient task management.
- Personalized SLA Configuration
- Allows for the custom configuration of Service Level Agreements (SLAs) for response and service times at each stage and for different request types, improving service quality and accountability.
- Automatic Lead Distribution (Lead Roulette)
- Features an automated system for distributing leads among sales teams based on various criteria like salesperson, area, segment, or topic, optimizing lead assignment and speed of response.
Additional features
- Relationship Management
- Controls all incoming interactions and their details, from client registration to incident monitoring.
- Workflow
- Defines action control workflows based on the type of request.
- Response and Service SLA
- Custom configuration of response and service SLAs for each stage and request type.
- Notifications and Reminders
- Simplifies customer service management with all requests on a single screen, regardless of channel or subject.
- Lead Distribution Roulette
- Automatically distributes leads, separating portfolios by salesperson, area, segment, or topic.
- Lead Registration and Capture
- Features for registering and capturing new potential customers.
- Return Scheduling
- Functionality to schedule follow-up actions.
- Attached Documents to Registration
- Allows attaching documents to customer records.
- Service/Request Management
- Manages customer service and requests.
- Integration with External Systems
- Ability to connect with other software.
- Technical Assistance
- Features for managing technical support.
- Protocol Generation
- Creates service or interaction protocols.
- ERP Integration
- Ability to integrate with Enterprise Resource Planning systems.
- Mailing Generator
- Tool for creating mailing lists.
- Satisfaction Survey - NPS
- Enables Net Promoter Score surveys for customer feedback.
- Serasa Negative Listing and Removal
- Management of negative listings and removals in Serasa (Brazilian credit bureau).
- Sales Funnel
- Visual representation of the sales process stages.
- Email and SMS Notifications
- Sends alerts and reminders via email and text messages.
- Serasa Consultation
- Ability to perform Serasa credit checks.
- Automated Relationship Ruler
- Automated customer relationship management flows.
- Schedule Confirmation
- Functionality to confirm scheduled appointments.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Multi CRM
Multi CRM is a CRM software from MultidadosTI that connects technology, data, and people to deliver performance at every stage of the customer journey, from pre-sale to post-sale. It includes solutions by segment, pre and post-sales CRM, and a billing module to support comprehensive customer management. This platform helps organizations simplify their interactions and improve customer satisfaction through data-driven insights. Additionally, Multi CRM provides tailored solutions that cater to specific industry needs and offers intuitive user interfaces for ease of use. Key capabilities: solutions by segment pre and post-sales CRM billing module data analytics customer feedback integration Best for: businesses that need an effective solution for customer relationship management across their operations.
Multi CRM Details
Multi CRM's In-App Market Place
Does Multi CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), INR (₹), CNY (¥), RUB (₽), MXN (Mex$), BRL (R$), SGD (S$), AED (د.إ), CHF (Fr.)
Pros & Cons
- Manages the entire customer lifecycle in one platform.
- Provides immediate data through dashboards and customizable reports.
- Offers direct credit checks and automated debt management.
- Automates workflows and lead distribution for efficiency.
- Enables personalized SLA configuration for better customer service.
- A wide range of features might lead to a steeper learning curve.
- Achieving full benefit might require significant initial setup and customization.
- The text mentions integrations but lacks specifics on supported systems.
- The description heavily emphasizes sales and customer service, potentially lacking in other areas like marketing automation.
- While a mobile app for the portal is mentioned, the extent of CRM feature accessibility on mobile is not fully detailed.
Multi CRM's Support Options
Multi CRM's Alternatives
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