Summary/overview
This is it if you are looking for a CRM solution that all your business pain. Then, Clevertim is the one for you. Simplicity and intuitiveness make it the best software. Though it lacks some features, you have to focus more on the handy option of CleverTim. It is a one-stop business solution where you will get exclusive things and all the customizable options. To know more about CRM and whether it will work for your business, you have to read this article and get all the definite answers.
Main introduction
Clevertim is a CRM that is a web-based application for small businesses, and you can be hassle-free, easy to use, and affordable even to manage contacts, opportunities, to-do lists, and even manage online files. There were many business losses in the past because you could not work your time with clients, leading to many business losses. But, if you use Clevertim, you can go deep with the software, which significantly impacts your business. Using the software enhances business growth.
The user interface is simple and has all the primary tabs you can get through the dashboard. Since the original menu does not change if you switch from one to another, you will see the notice and change in time. You can easily access the store, add new records, change the upcoming task, or even check the contacts that need the utmost attention, and you will have everything right as the dashboard. Users use the CRM app only because the interface is easy and reliable, making it excellent.
If you consider intuitiveness and simplicity, you will deserve total marks. There is a minor glitch that you can fix in a significant way. Overall, CRM offers an affordable solution and will have flexible plans for particular needs. You do not have to run a small business with just a few contacts, and you can enjoy all the definite features in the free plan. If we talk about customization, then you will know that it is a simple app that will need specific necessary menus that you will get on the dashboard. You can add many custom fields, and it is the software's most significant plus point apt gear that changes the CRM solution's operation.
Company services/facilities
- Welcome- it gives a welcome screen that will teach you how to import the contacts and even other data in the format of vCard Plus; you will get to know how to export vCard with the help of other apps like Outlook, Gmail, Yahoo, and LinkedIn. As per the communication with the vendor, they are enhancing all the import functionalities and even allowing the users to access them directly. One can import contacts from yahoo, LinkedIn, and Gmail. At the bottom, you will find menus and quick links to help you change your business preference. You can invite others to join the team.
- New data addition- there are some fixed buttons on the top, and you can add new contacts, tasks, companies, cases, and opportunities. In other words, the info will be added in just one click.
- What's new? This tab will show you the most effective activities, such as updating the data and assigning tasks. Also, in other words, you can add information with just a click.
- Contacts- a section that will feature all the contacts in the perfect sequence that you can add and even sort with first and last names. There will be important contacts that you can highlight to the favorites or even you can Need Love icon. You can even filter the connections depending on the names, locations, tags, and types. You can click on the contacts, get all the relevant information from the contact information to the quotes, and even accomplish tasks with just one click. You can organize the perfect touch, and you will modify it as simply as possible.
- Companies- if there is any organization you want to deal with, this is the menu that will help you manage as the contacts, but there will be a little different choice.it allows you to tag, category, sort, and even edit companies.
- Tasks- handling a simple task list is what you deserve, becoming handiness. It offers to-do items that you can arrange as per the due date. You can filter the tasks to sort similar things and find the locations to start and even end the date, which will go through the contact, and even there is an opportunity to file the case.
Pros
The CRM Clevertim is tremendously customizable and ensures that team data is in store ideally. The customer support and the interface is secure and give you a better result. Another pros is that it is a great CRM for small to the medium size companies. All-size companies use it because it is cheap and valuable. It is accessible to CRM for the business. It is quick to handle if there is any problem.
Cons
It does not have any campaign for email marketing, and it will give all kinds of potential drawbacks. Well, the saving of data and its process is slow. When you log in to the system, this login becomes slow. CRM only takes a few amounts of data to store and use. There is fewer automation tool for marketing in the CRM process. If you use this system, then you will not capture fewer leads.
Conclusion
The CRM gives you a free plan for all small businesses. You can edit all the places in the CRM software, which makes using the software fruitful. It makes the irk of the small business fast and easy, and no doubt it offers a quick and easy response. Today, CRM software gives you the option to add custom fields so that you can make things work better.
Even if you face any issue with the software, you will get the best support from customer support, and it will give better help to the users so that they can systematically use the software. So look no further and use this CRM software for your business that can revolutionize your industry and positively impact your life. Read the reviews of previous customers, and you will get an idea of how this CRM is effective for the company.