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Description
MOGO CRM is a mobile-centric customer relationship management platform that offers a full suite of CRM features, including Sales, Service, Time Management, and Purchase Requisitions, accessible directly on users' mobile devices. Users can seamlessly send emails, text messages, and make calls while also accessing recent conversations and scheduling appointments. The platform enhances personalized selling by automatically showcasing details on social media profiles. After completing calls, whether inbound or outbound, users can easily log the conversation and add relevant notes for future reference. MOGO keeps users informed by providing alerts about the current stage and weighted potential of deals, which helps to speed up the closing process. Additionally, the commission potential serves as a strong incentive for sales executives. It supports the management of various channels, including Web, Email, Facebook, LinkedIn, Bing, Google AdWords, and more, allowing for a comprehensive approach to customer engagement. Furthermore, users have the capability to invite third-party vendors, such as digital content providers, to enhance their service offerings. This combination of features fosters a more efficient and organized sales environment.
Description
Efficiently manage your leads by keeping track of phone conversations, meetings, notes, and tasks to swiftly evaluate their potential. For every opportunity, it's crucial to understand its current phase, the individuals involved, the progress made, and the probability of closing successfully. Accurately forecast what your sales figures will represent in the coming week, month, and quarter. Tailor your Sales Pipeline to suit your needs by adjusting the number of stages in the sales cycle and determining the likelihood of closure for each stage. Instantly access comprehensive reports detailing the collective activity levels of each sales representative, including their meetings, notes, phone calls, and any specialized forms utilized. Set up notifications for deals that haven't been updated within a specified timeframe to ensure nothing falls through the cracks. Inspire your sales team by displaying their real-time commissions on each deal, fostering a competitive yet collaborative environment. The robust dashboard offers a quick glance at upcoming activities and essential performance indicators for your team, ensuring you stay informed about their progress and effectiveness. This comprehensive approach not only optimizes sales processes but also empowers your team to achieve their targets efficiently.
API Access
Has API
API Access
Has API
Pricing Details
$9.99 per user per month
Free Trial
Free Version
Pricing Details
$12.00/month/user
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
Mogo CRM
Country
United States
Website
mogocrm.com
Vendor Details
Company Name
Upvise
Founded
2008
Country
Singapore
Website
www.upvise.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking