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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
Discover fresh leads from a vast reservoir of 36 million verified and updated contacts. Enhance your current CRM by adding new information and create tailored databases. YesData stands out as a premier business database, providing B2B sales leads to your CRM from over 3 million companies, complete with 36 million contacts, email addresses, and comprehensive company profiles. With YesData, you can swiftly uncover thousands of new leads and take immediate action. Utilize filters such as company name, job title, location, industry, and LinkedIn profile to seamlessly import your selected leads into your CRM. This platform allows for quick appending and enhancement of your existing data with just one click. You can also clean your contacts either individually or in bulk, ensuring that your customer information remains thorough and current. Gain immediate access to new customers and prospects, allowing you to focus on selling rather than laboring over the search for the right contact and the tedious process of manual CRM entries. By streamlining your lead generation process, YesData empowers you to maximize your sales potential efficiently.
API Access
Has API
API Access
Has API
Integrations
LinkedIn
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
YesData
Country
United States
Website
yesdata.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