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CRM in Cloud

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What is CRM in Cloud?

CRM solution that helps businesses manage opportunities, mass mailing, automation marketing, and more.

Do you work for TeamSystem?Manage this profile page

CRM in Cloud Overview

Provider

TeamSystem

Located In

Italy

Foundation

1979

Open API

Yes

Deployment

Cloud, SaaS, Web-Based

Mobile Apps

iOS, Android

Training

Webinars, Documentation, Videos, In Person, Live Online

Support

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat, Phone Support

Content Source: CRM in Cloud

CRM in Cloud Integrations

+ 4

Cassa In Cloud

Fatture in Cloud

TeamSystem Enterprise

Contabilità in Cloud

CRM in Cloud leads

CRM in Cloud reports

CRM in Cloud page settings

CRM in Cloud product catalog

CRM in Cloud Kanban board

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How much is CRM in Cloud?

Starting From:

A product's price can vary greatly based on features needed, support or training required, and customization requests.When you find a product that fits your needs, you should talk to the vendor to figure out what they can offer.

€16 Per Month

Yes, has free trial
No free version

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CRM in Cloud Features

What solutions does CRM in Cloud provide?

Popular features found in CRM Software

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Contact Management

Manage, organize, and store contact information

Customizable Fields

Customize data fields to support various needs and use cases

Data Import/Export

Import and export data to and from software applications

Document Storage

Store and organize documents in a centralized system

Email Management

Manage, store and organize emails within the system or via third-party apps

Forecasting

Form predictions based on past and present data/trends

Interaction Tracking

Track interaction history by documenting conversations for contacts

Lead Capture

Automatically identify and save contact information of potential customers

Lead Generation

Manage the process of attracting and converting business prospects into leads

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Lead Qualification

Score a lead on their quality or likelihood to buy based on certain behaviors

Marketing Automation

Automate workflows and trigger campaigns based on customer actions

Mobile Access

Access software remotely via mobile devices

Quotes/Estimates

Generate quotes or estimates for customers

Reporting/Analytics

View and track pertinent metrics

Sales Pipeline Management

Pipeline view and tracking lead status

Task Management

Create, manage and track all task activities and progression

Territory Management

Organize customer data and accounts by user or geography

Workflow Management

Create, design and manage workflows for repetitive tasks

More features of CRM in Cloud

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Tracking

Track and document all activities across devices, networks, and other systems

API

Application programming interface that allows for integration with other systems/databases

Appointment Scheduling

Schedule appointments via a calendar

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Assignment Management

Assign issues and tasks based on availability or required skills

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

Calendar/Reminder System

Notifications/alerts for upcoming events or tasks

Campaign Analytics

Track and interpret campaign performance metrics

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Campaign Planning

Plan and strategize marketing campaigns

Campaign Scheduling

Set campaign schedules by selecting start, pause, and end dates

Click Tracking

Track the amount of clicks on individual products to measure campaign results

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Commenting/Notes

Leave comments and notes on documents for others to view

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Contract/License Management

Track, store, and access client contracts or licenses

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customer History

Access previous interactions or concerns to maintain customer relationships

Customer Profiles

Record customer information, purchase history, and other notes

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Customizable CTAs

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

Customizable Forms

Customize contracts and forms to collect specific information

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Deal Management

Defines specific deal parameters to negotiate and secure deals

Discount Management

Track products that are for sale at a reduced price or part of coupon promotions

Document Management

Store, manage, and track all electronic documents in a centralized location

Document Templates

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Electronic Signature

Digitally sign online documents

Email Campaign Management

Plan, execute, and analyze email marketing campaigns

Email Marketing

Create and send email blasts/campaigns

Email Monitoring

Ability to oversee and optimize the operations of a mail server

Email Sequences

Set up automated email sequences to streamline outreach and engage leads/contacts

Email Templates

Pre-made examples and templates for emails

Email Tracking

Track delivered, received, and opened emails

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Event Marketing

Plan marketing campaigns for events

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

For Sales Teams/Organizations

Caters to sales teams

GDPR Compliance

Ensure compliance with the General Data Protection Regulation protocols

Goal Management

Allows employees to set and manage work or career related goals

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

HTML Editor

Add, edit, and manipulate HTML code directly

Image Library

Store and manage images

Kanban Board

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Mobile Optimization

Optimize content to ensure it is easily accessible for mobile users

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Newsletter Management

Create and update newsletter content to increase engagement

Opportunity Management

Track all opportunities for potential sales and convert them into recurring revenue

Order Management

Manage and track customer orders for goods, investments, or any other purchases

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Personalization

Adjust communications based on previous interactions or personal preferences

Pipeline Management

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Process/Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Product Catalog

Present a catalog of inventory that customers can view

Proposal Generation

Create proposals based on costs of labor and materials

Proposal Management

Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.

Real-Time Reporting

Active reporting of data and metrics

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Reporting & Statistics

Collection, analysis & representation of numerical data and generation of reports to understand various patterns

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Sales Onboarding & Training

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Sales Reports

Reports specific to sales analysis for trends and strategies

Sales Trend Analysis

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Subscriber Management

Add or remove subscribers from mailing lists

Subscription Management

Process of managing customer subscription lifecycle for a recurring service or a product

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Web-based Deployment

SaaS, web-based, online deployment

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