Signup now & get a FREE onboarding session worth $1199
A unified CRM is an integrated software tool that consists of multiple business functions such as contact management, sales, marketing, and project management, all combined into one central data platform. Unified CRM systems help to streamline internal processes, automate manual tasks to increase efficiency and productivity, and help in aligning teams. Consequently, they bring about a more consistent customer experience and business growth.
Get complete visibility into your sales pipeline to identiy the best sales opportunities
Keep track of all the details of your contacts and company profiles
Streamline and optimize a variety of marketing tasks
Manage and track all tasks assigned to individual team members
Customize and organize an individual agent's dashboard in a way that best fits their unique business’ needs
Save time and enjoy ease of use with an intuitive and responsive drag-and-drop interface
Integrate with multiple external apps and streamline your business processes seamlessly
Harness powerful reporting with analytics and relevant metrics for actionable insights
Render your business hours more productive by customizing and automating routine tasks
Integrate all your calls with powerful software & communicate efficiently with customers
Work on the move from anywhere with mobile responsive accessibility
Manage and keep a track of all the leads generated and the progress in performance
Save time by automatically routing your new leads to individual members of your sales teams in seconds
Define user-level permissions, and control access inside CRM with different levels of data sharing
Help your business find success and grow better by assisting customers when they need it most
EngageBay’s unified customer relations manager will hold your hands through the entire sales process. It will help keep each team in the process coordinated. From email marketing to completion of a deal, EngageBay’s unified CRM helps to move the information forward at every step. Also, because of its many external integrations, it allows you to choose the apps, without hampering your business. This gives you a competitive edge against other companies with a similar business model.
Customer relations has the ability to make your business stand out from the rest of the crowd. A unified CRM like EngageBay's has the ability to improve customer relations while not compromising your business activities for several reasons:
We understand that small businesses may sometimes be stretched for resources. EngageBay's unified CRM offers you a single software that acts as your cloud business management software suite to take care of all your needs. And since the software is on the cloud, no storage space (or maintenance) is required from your side. You can even access it remotely, meaning that you can work even when you’re on the go. This saves both time and money.
Attracting those who are interested in your product or service is only the beginning. Turning these leads into valued customers is the real deal. Using a unified CRM app creates an environment where your sales and marketing teams work in complete alignment, and converting leads more efficiently into sales becomes easier. EngageBay's unified CRM offers a dedicated lead management tool that helps you track and manage all the leads in your company. Moreover, it also provides you with customizable personalized email templates that you can use to turn your potential buyers into actual ones.
Attracting those who are interested in your product or service is only the beginning. Turning these leads into valued customers is the real deal. Using a unified CRM app creates an environment where your sales and marketing teams work in complete alignment, and converting leads more efficiently into sales becomes easier. EngageBay's unified CRM offers a dedicated lead management tool that helps you track and manage all the leads in your company. Moreover, it also provides you with customizable personalized email templates that you can use to turn your potential buyers into actual ones.
Detailed analytical reports give you actionable insights into your business to enable smart decision-making. Having segregated standalone software can generate multiple and diverse reports, each with different rubrics. Interpreting these can be challenging, especially for a small business with limited tech resources. To derive actionable insights using these diverse reports can be a nightmare. EngageBay's unified CRM takes into account all the reports from the different teams while compiling comprehensive reports. This single tool can build an easy to read report which will help you make better business decisions.
Omnichannel marketing is a widely used buzzword nowadays. This type of marketing enables you to continuously offer consistent customer experience and customer service across each of your communication channels. With an integrated app such as EngageBay's unified CRM, all your customers are eventually funneled into a single tool. And your response is generated from this single source as well. This lets you enforce the omnichannel model, without having to learn the working of each communication channel individually.
CRM software is a daily aide to marketers, salespeople, and customer service representatives alike. Yet businesses that do more than sell products or services can also rely on CRM to meet their own goals.
Small realtors or real estate agencies rarely have the luxury of services of a professional secretary. How do they manage multiple affluent clients – all with different requirements and in need of personalized service?
Hey! Are you curious to explore the SaaS CRM software? Do you want to have an in-depth explanation about SaaS companies to be able to invest in CRM software?
Most organizations today rely on a sophisticated Customer Relationship Management (CRM) solution to structure their orders and revenue.
In using customer relationship management or CRM software, you feel like you have a fairly good grasp on the satisfaction and buying behaviors of your customers.
The customer is KING and your relationship with them is important to drive your business growth, prosperity and success.
Custom data fields
Store any piece of data that you feel is valuable to your business