Telenotes

Telenotes CRM

5 / 5 2 reviews

Who Uses This Software?

Our target market is any company with field sales people in the medical device, wholesale distribution, manufacturing or distribution business.


Average Ratings

2 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $40.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Telenotes
  • telenotes.com
  • Founded 2001
  • United States

About Telenotes CRM

The Personal Assistant CRM. Telenotes simplifies CRM by allowing reps to talk, not type their data.


Telenotes CRM Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Telenotes CRM Reviews Recently Reviewed!


Unmeasureable value

Jan 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The app. Reviews of prior visits at your finger tips.

Cons: Can't think of a single con.

Overall: Any salespersons must have. Dictate an entire sales call and it's in text format to review on your next visit. Plus the follow up reminder and account notrs will make the world you sell to believe your the master of memory.

Recommendations to other buyers: It's a must have for outside sales reps.

The only CRM I found that also acts as a virtual assistant

Sep 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Every rep wants a personal assistant. I loved using Telenotes and giving it to my team because we could talk to the app and a virtual assistant would put all the info into the proper place in the CRM. It kept us selling AND gave us great data on accounts.

Cons: The web interface for the inside sales team needs an update (as of early 2018).

Overall: I needed a CRM that my reps would actually use. Before Telenotes, we never got meaningful call notes from the reps. It was like pulling teeth just to log that they made a sales call--getting any details about the call that we could act on or that I could coach on was a joke.