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Nelis

by Nelis · Since 2005
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ActiveAvailable globallyCloud
Quick facts
VendorNelis
Year launched2005
StatusActive
LocationNelis Global Headquarters 123 Main Street Anytown, USA 54321
Countries servedGlobal
Languages6
Integrations4+
Free tierN/A
Free trialN/A
Contact salesYES

About Nelis

Nelis is a CRM software from Nelis that centralizes contacts, automates processes, and develops opportunities. It includes contact management, automation tools, and analytics so businesses can improve their relationships and drive growth. This French solution is hosted in France and is tailored for sectors where human interaction is crucial. Nelis adapts as the application needs grow, providing long-term support for the evolving business. With a strong emphasis on quality, it has received seven recognitions, showcasing its commitment to excellence in customer relationship management. Key capabilities: contact management process automation opportunity development analytics compliance Best for: businesses that need a comprehensive solution to manage customer relationships effectively.

Nelis CRM is a comprehensive customer relationship management platform tailored for B2B businesses, particularly those involved in event management and community building. It aims to streamline contact management, enhance marketing campaigns, and improve customer loyalty through a user-friendly interface. The platform offers customizable dashboards that allow users to track essential metrics and access customer data quickly. Its compatibility with various operating systems and devices, including mobile applications for iOS and Android, ensures that users can manage their customer relationships on the go. One of the standout features of Nelis CRM is its centralized contact management, which allows users to import, categorize, and manage customer information efficiently in one place. This ensures that team members have access to the latest and most relevant contact data. The advanced segmentation feature further enhances this capability, enabling users to categorize contacts based on specific criteria, which is essential for targeted marketing efforts and personalized communications. Additionally, the email campaign management tools facilitate the creation, sending, and analysis of email campaigns, complete with customizable templates and performance tracking.

Pros & Cons

Pros
  • Comprehensive feature set for CRM and event management.
  • User-friendly interface and customizable dashboards.
  • Strong data security and GDPR compliance.
  • Good customer support options.
Cons
  • May be costly for smaller teams.
  • Some users may require a learning curve to maximize all features.

Features

Key features

Centralized Contact Management
Explanation

Allows users to import, categorize, and manage contacts efficiently in one place, ensuring all team members have access to the latest information.

Advanced Segmentation
Explanation

Facilitates the categorization of contacts based on specific criteria, enabling targeted marketing efforts and personalized communications.

Email Campaign Management
Explanation

Offers tools to create, send, and analyze email campaigns, including customizable templates and performance tracking.

Event Management
Explanation

Simplifies planning and managing events, from sending invitations to tracking attendance and engagement.

Data Security and GDPR Compliance
Explanation

Ensures data protection through strict access controls and compliance with GDPR regulations, safeguarding user privacy.

Reporting and Analytics
Explanation

Provides comprehensive dashboards and reports for monitoring performance, sales activities, and marketing effectiveness.

Additional features

Centralization of Address Book

Consolidates all contact information for easy access and management.

Contact/Tag Categorization

Organizes contacts based on specific tags or categories.

Multi-company Contacts

Supports managing contacts across different organizations.

Trade History

Keeps track of previous interactions and transactions with contacts.

Reminders & Task Monitoring

Allows users to set reminders for follow-ups and tasks related to contacts.

Data Cleaning and Deduplication

Automatically detects and merges duplicate contacts to maintain data integrity.

Email Campaigns

Tools for creating and managing email marketing campaigns.

Mobile Application

Access the CRM on mobile devices for on-the-go management.

Import/Export Functionality

Allows easy data import from .CSV files and exporting data for reporting.

Lead Capture Forms

Integrates web forms for collecting leads directly from the website.

API Access

Facilitates integration with other applications and systems.

Custom Fields & Tabs

Users can create custom fields and tabs for specific data requirements.

Performance Dashboards

Visualize key performance metrics and reports in real-time.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Essential Plan
EUR 20/mo
billed monthly
Business Plan
EUR 40/mo
billed monthly

Countries & Languages

Global
Countries served
6
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutch

Billing currencies

🇪🇺EUR

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