Payroll CRM logo

Payroll CRM

by Marketing All Day · Since 2017
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ActiveAvailable globallyCloud
Quick facts
VendorMarketing All Day
Year launched2017
StatusActive
LocationOffice Address 91 Clinton Rd Ste 1A Fairfield, NJ 07004
Countries servedGlobal
Languages10
Integrations1+
Free tier
Free trial
Contact salesYES

About Payroll CRM

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Payroll CRM is a specialized customer relationship management platform designed to meet the needs of companies in human capital management (HCM), payroll, and HR services. Its primary focus is on streamlining client interactions, facilitating sales processes, and enhancing relationship management through automation and deep insights. Supporting databases of up to one million contacts, the platform enables scalable operations and personalized service for both prospects and existing customers. It empowers organizations to build stronger pipelines and improve customer engagement by unifying sales and service workflows. The platform offers a clean, user-friendly interface that includes visual dashboards, deal stage trackers, activity feeds, and engagement analytics. Users can easily navigate contact and company records and track interactions in real time. A dedicated mobile app extends this functionality to users on the move, enabling updates and management from any device with internet access. Cloud-based deployment ensures compatibility across desktops, tablets, and smartphones, allowing organizations of any size to benefit from its capabilities without needing extensive on-premise infrastructure.

Pros & Cons

What users like
  • +Large-scale contact and company data management
  • +Automated lead capture and enrichment
  • +Deep interaction and activity tracking
  • +Cross-device access for mobility
  • +Rich integration with email and marketing tools
What users flag
  • Pricing details are not readily available
  • May be complex for smaller organizations
  • Requires user training for advanced features
  • Potential dependency on seamless data connection
  • Limited transparency on specific features in a free demo

Features

Key features

1. Contact Management
Store extensive contact data, interactions, and engagement history for up to one million contacts.
2. Company Records
Auto-populate and store detailed company information, leveraging database integrations.
3. Email Integration
Automatically log and track emails from Gmail and Outlook within the CRM.
4. Deal Pipelines
Visualize and manage sales opportunities through custom stages.
5. Tasks and Reminders
Organize and document daily activities and follow-ups to avoid missed opportunities.
6. Ticketing System
Manage customer issues and support tickets efficiently.
7. Contact Activity Tracking
View engagement metrics like website visits, email opens, and calls to refine follow-ups.

Additional features

1. Enterprise-Scale Contact Storage
Support for 1 million contact records.
2. Automated Lead Capture
Prospect data is updated automatically via email integration and domain data.
3. Deep Interaction Insights
Track website visits, email opens, and sales call history.
4. Comprehensive Deal Management
Use visual pipelines to track prospects' status.
5. Cross-Device Accessibility
Manage contacts and deals on desktops and mobile devices.
6. Automated Data Enrichment
Use databases of 20 million+ companies for added firmographic details.
7. Unified Team Communication
Shared inbox for team collaboration.
8. Ticketing and Support
Track customer issues digitally.
9. Growth Consultation Scheduling
Schedule strategy sessions via the platform.
10. Integration with Marketing & Sales Tools
Connect with email, live chat, and web analytics.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
10
Interface languages
9
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChineseJapaneseKoreanDutch

Billing currencies

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

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