When you started your business, managing your contacts might not be so difficult because you had a few number of suppliers and customers, and few enough team members that you could memorize their email addresses. However, things changes. Your business is growing and you have more people than before to keep track of. You need a Customer Relationship Management app which will help you tracking everyone. We’ve explored why you’d want CRM.
The time is right to find a great CRM tool for your team. The solution is going to help you for your small business, startup, nonprofit or large enterprise, or one for your role in sales, business development or public relations. One of the 4 tools in this list may suit your needs. Let’s find out.
Relaso Sales-CRM: Relaso Sales-CRM is a Mobile-first app based on Cloud Technology, optimized for managing sales team on the go. The key features include:
Lead Tracking: It helps Lead Generation, Capture of customer inquiry, Filtering and Grading the Lead and Lead Assignment. The solution also assists, converting Lead to actual customer through different qualifying process in addition to tracking multi-channel campaigns.
Opportunity and Pipeline Management: This module integrates Pipeline and opportunity Management very efficiently to improve your chances of winning a Deal. You will be able to forecast your revenue based on the previous performance of the Sales Pipeline.
Call Screen/ Recording: Your sales rep would know from the Call Screen the total revenue your client generated, total outstanding, scheduled tasks, meetings and latest notes during the call.
Location Check-in: When your sales people visit any client location, they can record their visit with this unique feature right from the app. You can also generate a Check-in report about the number of clients he visited during a period of time.
Comprehensible Reports on Mobile: The CRM solution also enables you to generate 12 different real time reports like Revenue, Sales Pipeline, time spent etc from the app. The report module gives you a holistic view about the customer behaviour to improve your business decision.
The other interesting feature included with this solution is Unified Communication. Call records, SMS/Text msg, Email etc – all of of the communication with your client are stored in one place to give you better context for future use.
The Invoicing with Payment module helps your sales team to do Invoicing and Payment right from the app. Your management can do Sales Forecast from the Real Time Reports of the app as well as from the Opportunity /Deal dashboard of the Web Interface.
Apart from this, other highlighted features include Schedule and Share Meeting, Task Management, Estimates, Expense Tracking and GPS map of Leads , Sales Person, Client on a Live map etc.
SeatGuru.com is a web as well as mobile app that features aircraft seat maps, flight shopping and a color-coded system to identify superior and substandard airline seats. It also shows information about in-flight service and airline specific information regarding Check-in, Baggage, Unaccompanied Minor and Traveling with Infants and Pets.
When you book a flight, many airlines let you choose your seat. However, they do not inform you how far it is from the restroom, the size of the seat, and other factors that will guarantee maximum comfort. This is where seatguru.com comes in the picture. Not only it gives you the layout of airline jets from popular airlines,this tool also gives you comfort values, and other information, to make sure you get the perfect seat, on any aircraft, for the lowest prices.
The site is easy to navigate. On the homepage, you can take a look of the seating charts of popular airlines. You can view seat maps, comparison charts, and even compare seats, to ensure you find the right one. It’s Very easy to navigate, and find exact information you are searching for.
Tripit: You can organize your travel plans from one place with TripIt. It is available both as Web Application and Mobile App. Travelers just forward their purchase confirmation emails to TripIt and TripIt creates master itineraries with travel plans and other critical information automatically. It’s easy for travelers to print or access their trip plans from anywhere with this app. You also can share itineraries and travel calendars with friends in their TripIt network. Key Features includes:
- Forward hotel, airline, car rental, and restaurant confirmation emails to firstname.lastname@example.org to create an instant itinerary (If you use Gmail or Google Apps, it works automatically)
- Access itineraries anytime, on any device (even offline)
- Get directions and maps for each destination
- Sync trip plans with your Google Calendar or Outlook
- Add or edit plans manually—from the app or on tripit.com
- Share some (or all) of your trip plans via email or social
DocSend: It is an analytical tool for your online Document that runs on Mobile as well as Desktop. DocSend gives the vendors all the data about all the documents they send online. It also tracks and reports number of views, location, operating system, the duration of each page view, etc. Now, every time you send a document to someone, you will be able to know if he or she didn’t look at it for weeks. So how does the Tool work?
You just upload a PDF file to DocSend, they will provide you a unique link for each person or group you want to share the document with. Copy the shared link with the individual or the group. Once they open the link you will start seeing numbers in your dashboard. Once one of your recipients opens the document, you will get an email alert.
What can be tracked?
- Duration of each page view
- Operating System of the viewer
- Device used by the viewer
- Name of the person or group who viewed the document(You have to ask the viewer to provide this data)
When someone opens the document, you get instant notification. Update the document anytime you want, the viewer always gets the updated version even after sending the link before updating. You are not sure who you are going to share the link with? Don’t worry, DocSend allows us to collect Name, Email and company of a viewer because they need to fill up these details before viewing the document. Further,You can set expiration date and password also. This tool can be integrated with DropBox, Google Drive & Box planned for the future and they only support PDFs currently.