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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
Think your contact records are accurate? Think again. According to SiriusDecisions, 25% of all contact records contain critical errors. Ensure your data is pristine with Lead Validation – US , a powerful real-time API. It consolidates expertise in verifying business names, emails, addresses, phones, and devices, offering corrections and enhancements to contact records. Plus, it assigns a comprehensive lead quality score from 0 to 100.
Integrating seamlessly with CRM and Marketing platforms Lead Validation - US provides actionable insights directly within your workflow. It cross-validates five crucial lead quality components—name, street address, phone number, email address, and IP address—utilizing over 130 data points. This thorough validation helps companies ensure accurate customer data at the point of entry and beyond.
API Access
Has API
API Access
Has API
Integrations
Adobe Marketo Engage
Magento
Microsoft Dynamics 365
MuleSoft Anypoint Platform
Salesforce
Shopify
Zapier
Zoho Analytics
Integrations
Adobe Marketo Engage
Magento
Microsoft Dynamics 365
MuleSoft Anypoint Platform
Salesforce
Shopify
Zapier
Zoho Analytics
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$299/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
Service Objects
Founded
2001
Country
United States
Website
www.serviceobjects.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
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking