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Description
CLMT serves as an effective client management tool designed for monitoring customer contact information, opportunities, and follow-up activities. It is constructed with SharePoint as the backend and PowerApps for the frontend interface. The Contacts feature acts as the primary repository for all individuals associated with various companies, allowing for multiple contacts to be linked to a single entity. Users have the capability to search through the Contacts list using various criteria such as name, city, state, and country. Additionally, users can create new contacts, modify existing ones, or remove them as needed. The Companies section functions as the central database for all businesses, enabling users to search through the list using similar parameters as the Contacts feature. Users can also add new companies, update their details, or delete them from the system. Furthermore, CLMT allows users to categorize leads by separating qualified from unqualified prospects, and it helps prioritize leads based on their likelihood of conversion, ensuring a more efficient sales process. This comprehensive management system significantly enhances the overall customer relationship management experience.
Description
The GDPR Compliance application designed for Zendesk facilitates the deletion, anonymization, and retrieval of customer data within Zendesk environments. It boasts an array of essential features, including the capability to efficiently process thousands of tickets and contacts simultaneously, as well as the ability to merge user, ticket, and organizational data into comprehensive lists. Users can generate specific ticket and contact lists for mass processing, ensuring compliance by allowing for the deletion of personal data belonging to users or organizations. Additionally, the app ensures the confidentiality of sensitive information while providing options to compile and download data in CSV format. Users have the flexibility to edit information either individually or in bulk, while sensitive details like credit card numbers and phone numbers can be completely anonymized. The application also offers automation setup and scheduling for various processes, allows users to review statistics, and features an intuitive interface for ease of use. Furthermore, agents can submit requests for data processing, with permissions granted to them for executing these tasks, and it includes configurable options for tag anonymization within tickets. Overall, this app streamlines GDPR compliance efforts for organizations utilizing Zendesk.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Zendesk
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$41.70 organization/per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AIBASOFT
Founded
2017
Country
India
Website
www.aibasoft.com
Vendor Details
Company Name
GrowthDot
Founded
2015
Country
Ukraine
Website
growthdot.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
GDPR Compliance
Access Control
Consent Management
Data Mapping
Incident Management
PIA / DPIA
Policy Management
Risk Management
Sensitive Data Identification