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ClientFlowX CRM

Brand : CloudWired Technologies

Starting at ₹ 1299

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ClientFlowX is an AI-based Sales CRM application that provides lead management, omnichannel communication, and analytics support for business growth. ...Read more

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ClientFlowX CRM Software Pricing, Features & Reviews

What is ClientFlowX Software?

ClientFlowX is an artificial intelligence-powered sales customer relationship management (CRM) application. It helps to increase the sales revenue of the company by efficiently managing leads and existing contacts, providing omnichannel communication support to the customers, making AI-based targeted campaigns, ensuring timely communication with customers through reminders, and motivating customers to avail services. It uses AI tools to understand customer and lead profiles and create personalized marketing campaigns. It also supports integrated payment processing and analytics. In this way, this application works by centralizing customer interactions and queries, automating tasks, enhancing online business reputation, and providing business insights leading to growth and customer satisfaction.

Its users can access various features like website chat for instant communication, automated review requests, and ad campaign management. It provides an interface that allows easy tracking of deals and sales opportunities, managing contact lists, and learning about customer profiles and preferences. It helps communicate with customers through various channels, including email, WhatsApp, text, and social media. It provides content management systems that create and optimize landing pages, websites, and blogs for online content, analyze sentiment, and manage online reputation. It helps in managing payments, invoices, proposals, and estimates to maintain financial records accurately.

Why Choose ClientFlowX System?

  • All-In-One Solution: It simplifies the management of the sales-to-customer relationship process with a unified platform, reducing the need for multiple tools.
  • Personalized marketing: It uses AI to analyze customer trends and preferences and deliver tailored marketing strategies that help lead to conversion and customer loyalty.
  • Data-Driven Insights: It uses AI to understand customer sentiments and analyses data to make informed decision-making for staying ahead in a competitive market.
  • Omni-Channel Communication: It makes communication effective with clients through multiple channels and widgets for a fast and consistent customer experience.
  • Customer Database: It maintains leads, contacts, and customer databases for effective segmentation, personalization, and relationship management.

Benefits of ClientFlow X CRM Solution

  • Increased productivity: It automates repetitive processes that help the teams focus on more strategic tasks and result in higher productivity.
  • Data security: It protects sensitive business and customer information, giving peace of mind and ensuring data privacy and compliance.
  • Real-time insights: It provides real-time analytics and reporting for better decision-making, leading to better customer interactions and marketing strategies.
  • Customer satisfaction: It enhances customer interactions, resulting in customer satisfaction, loyalty, and positive word-of-mouth, driving long-term success.
  • Competitive edge: It keeps businesses ahead of competitors by providing advanced tools and AI-driven insights, thus increasing sales and giving a competitive advantage in the market.

Pricing of ClientFlowX CRM Platform

ClientFlowX CRM pricing starts from INR 1,299 at techjockey.com. It comes with multiple pricing plans and caters to a diverse customer base. For subscription-related details and offers on premium packages, please request a call back from our product experts.

ClientFlowX CRM Pricing & Plans

Startup
  • Company Management
  • Lead Management
  • Deal Management
  • Pipeline Management
  • Omni-Channel Communication
  • 24 / 7 Support
  • Option(s)
    • Users
    • Monthly
Starting at ₹ 1299
Growth
  • Company Management
  • Lead Management
  • Deal Management
  • Pipeline Management
  • Omni-Channel Communication
  • Marketing Suite
  • Landing Pages & Websites/Meetings & Appointments
  • Workflows & Automations
  • Option(s)
    • Users
    • Monthly
Starting at ₹ 1999
Scale
  • Company Management
  • Lead Management
  • Deal Management
  • Pipeline Management
  • Omni-Channel Communication
  • Marketing Suite
  • Landing Pages & Websites/Meetings & Appointments
  • Workflows & Automations/Payments & Invoices
  • Review & Reputation/AI AD Campaign
  • Reporting & Analytics/LMS & Communities
  • Option(s)
    • Users
    • Monthly
Starting at ₹ 2499

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ClientFlowX CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Marketing Automation

  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Audit Trail Track changes and updates within the system for enhanced security and transparency.

AI & Machine Learning

  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Alerts & Notifications

  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).
  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Others

  • icon_check Unified Communication Platform
  • icon_check Template Management
  • icon_check Automated Meeting Link Generation
  • icon_check Multi-User Calendar Management
  • icon_check Appointment Management
  • icon_check Drag and Drop Functionality
  • icon_check Visual Pipeline Representation
  • icon_check Invoice Management
  • icon_check Payment Gateway Integration
  • icon_check AI Content Generation
  • icon_check Funnels and Website Builders
  • icon_check Form and Survey Builders
  • icon_check Blogging and SEO Enhancement
  • icon_check Chat Widget Feature
  • icon_check Conversion Tracking
  • icon_check Subscription Management
  • icon_check Feedback Management
  • icon_check Automated Review Requests
  • icon_check Call Reporting and Analysis
  • icon_check Agent Performance Tracking
  • icon_check Centralized Data Access

ClientFlowX CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • AI Features:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, SMBs, SMEs
  • Email
  • API Integration
  • In Person, Documentation
  • English
  • AI Integrated

ClientFlowX CRM Reviews

95%

Have recommended this product

Overall Score

4.8/5
Based on 8 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

RP

Ramprasad Parameswaran

Verified reviewer:linkedin_verify

Director, SAAS

Reviewed on: Mar 2, 2024

4.2/5

“Fantastic! An organized approach to business excellence.”

ClientFlowX CRM has been a game-changer for our team. The automated processes and efficient communication tools have enhanced team collaboration, making project management a breeze. Highly recommend it for its user-friendly design and impactful functionalities!

Pros :

Cons :

Features

5/5

Value for Money

4/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

9/10
SF

Seema Fulwani

Verified reviewer:linkedin_verify

Owner, Food & Beverages

2-100 Employees

Reviewed on: Feb 28, 2024

4.7/5

“Value for Money CRM- All Businesses should have ClientFlowX”

Pros :

Cons :

Switched from : SmartrCRM

Reason to switch : Most important the Budget and Customer Service.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

4/5

Likely to Recommend

9/10
H

Hemant

Verified reviewer:linkedin_verify

Chief Executive Officer, Healthcare

2-100 Employees

Reviewed on: Feb 26, 2024

5/5

“Amazing Experience”

Clientflowx is a game-changer in the realm of CRM. Its AI-powered features streamline customer interactions, enhancing productivity and efficiency. The platform's intuitive interface simplifies task management, allowing teams to focus on cultivating meaningful client relationships. With robust automation capabilities, it intelligently prioritizes tasks, ensuring no opportunity slips through the cracks. Clientflowx's data-driven insights empower businesses to make informed decisions, driving growth and profitability. Its seamless integration with existing workflows makes adoption effortless, while customizable features cater to diverse business needs. In a competitive market, Clientflowx stands out as a comprehensive solution, offering unparalleled convenience and effectiveness.

Pros :

Cons :

Switched from : CRM

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

CloudWired Technologies Company Details

Brand Name CloudWired Technologies
Information Welcome to ClientFlowX, the future of intelligent sales and marketing management. As an all-in-one Sales CRM, we are revolutionizing the way businesses connect, engage, and thrive. Our platform harnesses the power of cutting-edge AI technology to provide insights and automation that put you ahead of
Founded Year 2020
Director/Founders ClientFlowX
Company Size 1-100 Employees

ClientFlowX CRM FAQ

A ClientFlowX software is compatible with Windows and macOS device systems.
A The ClientFlowX app is not available for Android and iOS devices.
A ClientFlowX system supports cloud-based deployment.
A ClientFlowX CRM software pricing is available on request at techjockey.com.
A ClientFlowX is typically used in the marketing and technology industry for marketing managers, campaign executors, and CRM executives to help manage customer relationships.
A The ClientFlowX CRM system demo is available for free with techjockey.com.
A ClientFlowX offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A ClientFlowX software installation is not required, as it is cloud-based. Just open the Setup Wizard to get started.
A ClientFlowX helps with customer relationship management by managing customer data, enabling omnichannel communication, managing tasks like lead management, and personalized marketing services to attract customers and enhance their satisfaction rates.

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