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DoFort CRM

Brand : DoFort Technologies

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DoFort CRM is a cloud-based robust customer relationship management software that helps in storing all the data in one place. ...Read more

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DoFort CRM Software Pricing, Features & Reviews

What is DoFort CRM?

It can be accessed anywhere on multiple platforms like Windows and Android phones. This CRM offers tools and features to manage sales, purchasing, marketing, and customer services.

DoFort stores data in one place, helping you access social media, offline marketing activities, business development, etc., at your fingertips. Managing the sales funnel and converting the leads into customers is easier with a centralized data system.

DoFort CRM has integrated knowledge management, built-in ticket management tools, and more to save time in resolving customer queries to establish a better customer relationship. This software is necessary for travel agencies, retail, healthcare, real estate, restaurants and more to simplify customer management.

Why Choose DoFort CRM?

  • Communication Tracking: Get complete visibility and control over communication by tracking calls, emails, and contact history.
  • Automation: Use AI to automate repetitive administrative tasks and eliminate busy work.
  • Insights and Report: Set goals and measure growth with customized business metrics.
  • Privacy and Security: Have security and complete transparency over business data, where and how to store it.
  • Mobile App Integration: Integrate the mobile app with the lead generation platform and access data on the move.

Benefits of DoFort CRM

  • Improve communication between staff and customers.
  • Reduce software costs with one-in-all software.
  • Increase productivity by bypassing communication bottlenecks.
  • Boost performance with great visibility and better decision-making.
  • Understand customers properly to offer better customer services.
  • Easily manage sales funnels and convert leads into customers.

Pricing of DoFort CRM

DoFort CRM pricing is available on request at TechJockey.

The overall pricing model is based on different factors such as personalization, extra features required, total users, and the deployment type. Please feel free to request a call from our product experts if you want to learn more about our subscription plans or premium package deals.

DoFort CRM Pricing & Plans

DoFort CRM price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

DoFort CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • 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 Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • 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 Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • 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 Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.
  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).

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 Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • 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 Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • 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 Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.
  • 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.

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 Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • 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.

AI & Machine Learning

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

Reporting & Analytics

  • 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 Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • 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.

Alerts & Notifications

  • 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.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

DoFort CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Startups, Medium Business, SMBs, SMEs
  • English

DoFort CRM Reviews and Ratings

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DoFort Technologies Company Details

Brand Name DoFort Technologies
Information DoFort ERP - Business Enterprise Solution provides integrated business solutions for all the verticals across the industries. DoFort ERP has all the advanced features and functions that enable businesses to streamline their operations, increase efficiency, and make more informed decisions.
Founded Year 2016
Director/Founders PRAVIN KUMAR
Company Size 1-100 Employees
Other Products DoFort Pharma ERP

DoFort CRM FAQ

A DoFort CRM is compatible with Windows operating systems.
A DoFort CRM does not have any mobile app.
A DoFort CRM supports cloud-based deployment.
A For DoFort CRM price in India, please request a call back for subscription-related details and to avail offers on premium packages.
A DoFort CRM is used by small to medium scale industries.
A DoFort CRM demo is available for free with techjockey.com.
A DoFort CRM offers a free trial. Please request a call back for subscription-related details and to avail offers on premium packages.
A For DoFort CRM installation, download the installation file on your system and open the Setup Wizard to get started.
A DoFort CRM helps with Generating leads with campaign management is easy by planning, executing, and tracking marketing campaigns. It is a robust software solution that helps track sales cycles and manage sales opportunities. The account management feature manages the customer accounts, information on sales orders, etc., to establish a relationship.

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