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ToolsonCloud

by ToolsonCloud · Since 2021
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ActiveAvailable globallyCloudFree tier
Quick facts
VendorToolsonCloud
Year launched2021
StatusActive
LocationHeadquarters India, IN
Countries servedGlobal
Languages1
Integrations2+
Free tierYES
Free trialYES
Contact sales

About ToolsonCloud

ToolsonCloud is a cloud-based CRM software from ToolsonCloud that helps improve sales productivity for startups and small businesses. It combines knowledge base, demo videos, and free tools so users can efficiently manage customer relationships and drive sales. This platform provides essential resources and support for businesses looking to simplify their sales processes. With a focus on accessibility, ToolsonCloud offers a free sign-up option, allowing users to explore its features without financial commitment. Key capabilities: knowledge base demo videos free tools customer relationship management sales productivity tracking Best for: startups and small businesses that need an effective solution for managing customer interactions and increasing sales performance.

ToolsonCloud is a cloud-based CRM software designed to streamline sales processes, enhance customer satisfaction, and boost conversions. It consolidates essential sales features into a single tool, making it an ideal choice for business sales teams, startups, freelancers, and self-employed professionals. The software enables users to capture, visualize, qualify, track, and nurture leads from various sources, ensuring a systematic approach to lead management. Additionally, it provides tools for organizing and tracking deals through customizable pipelines, Kanban boards, and lists, allowing users to manage opportunities effectively. With integrated task management, users can assign and monitor sales activities linked to leads, opportunities, and contacts, ensuring a structured workflow. ToolsonCloud also offers real-time reports and pre-built dashboards, providing actionable insights into sales performance, revenue, and team productivity. The user interface of ToolsonCloud is designed to be intuitive and user-friendly, making it accessible for both beginners and experienced professionals. The navigation is straightforward, with clearly defined sections for leads, deals, tasks, and reports. The use of Kanban boards enhances visual organization, allowing users to track progress efficiently.

Pros & Cons

What users like
  • +1. It offers a user-friendly interface that is easy to navigate for all users.
  • +2. The pricing plans are affordable and scalable, suitable for small business budgets.
  • +3. It provides comprehensive features covering various CRM needs in one integrated platform.
  • +4. It helps sales teams spend less time on data entry, allowing them to focus on closing deals.
What users flag
  • 1. Limited features compared to competitors in the CRM industry

Features

Key features

1. Sales Pipeline Customization
This feature allows businesses to tailor the CRM to their unique sales process by adding multiple pipelines, customizing deal stages, and adding custom fields. This ensures the CRM perfectly aligns with their operational workflow.
2. Sales Team Management
The software provides tools to add and manage sales team members, control access, assign leads and deals, and measure individual performance metrics. This is crucial for optimizing sales force efficiency and accountability.
3. Lead Capture Web Forms
Users can create unlimited web forms to directly capture leads from websites, blogs, and emails into the CRM. This streamlines the lead generation process and automates data entry.
4. Report & Analytics
The platform offers a metrics dashboard, standard and customizable sales reports, and actionable insights for tracking sales revenue, deal progress, lead flow, and team performance. This empowers data-driven decision-making.
5. Email Integration
Users can send emails directly from the CRM, integrate with SMTP servers, view sent emails in a sales inbox, and maintain email conversation history with leads, deals, and contacts. This centralizes communication and provides a comprehensive view of interactions.
6. Multiple Pipelines
This feature allows users to organize different categories of opportunities into distinct pipelines, accommodating various sales processes or sales teams operating in different territories. This enhances organization and clarity for diverse sales efforts.

Additional features

1. Capture Leads
Quickly add leads into the CRM.
2. Visualize Leads
Visually manage leads in a Kanban or List view within the sales funnel.
3. Track Engagement
Monitor lead engagement levels (Cold, Warm, Hot).
4. Historical Records
Maintain a history of sales discovery calls or meetings with leads.
5. Document Requirements
Log requirements and expectations of leads.
6. Qualify Leads
Check if leads are qualified using the BANT method.
7. Disqualify Leads
Close inactive leads with proper classification (Disqualified, Un-subscribed, Deferred).
8. Convert Leads
Convert qualified leads into deal opportunities.
9. Deal Management
10. Add Deals
Quickly add and organize deals into the CRM.
11. Visualize Deals
Visually manage deals in a pipeline stage-wise Kanban view and List view.
12. Track Deal Progress
Track and update deal progress across different pipeline stages.
13. Notes
Maintain call and meeting notes after interactions with opportunity stakeholders.
14. Single View
Get a comprehensive view of the person contact and accounts associated with a deal.
15. Forecast
Update deal win probability to get revenue forecasts.
16. Multiple Pipelines
Add different categories of deals into separate pipelines for better organization.
17. Deals Which Need Action
Act on deals flagged for action based on aging or overdue tasks/follow-ups.
18. Deal Analytics
Close deals faster and access metrics associated with deal win or loss.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Business

USD 9.99

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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