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Engage CRM Pro

Brand : Pansoft Technologies

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Engage CRM Pro Software empowers businesses with seamless customer relationship management, enabling streamlined lead management, personalized communication, and data-driven insights for enhanced customer engagement and retention. ...Read more

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Engage CRM Pro Software Pricing, Features & Reviews

What is Engage CRM Pro Software?

Engage CRM Pro is a customer relationship management software that empowers businesses with seamless lead management, comprehensive sales analysis, and territory-wise coverage tracking. The platform streamlines the entire customer journey, from initial lead capture to closing deals and beyond.

CRM software lets businesses capture, organize, and nurture leads through various sales funnel stages. It automates lead allocation to the appropriate sales representatives based on predefined criteria to ensure a quick and efficient response to potential customers. Sales teams can efficiently track and manage their leads to ensure no opportunities slip through the cracks.

CRM Software allows businesses to assess their market presence in different regions and strategize accordingly to maximize sales potential. With automated service allocation, companies can efficiently assign installation and maintenance tasks to field service agents, reducing response times and enhancing customer satisfaction. It also enables businesses to identify potential cross-selling or upselling prospects. This strategic advantage allows companies to proactively engage with existing customers and increase revenue.

Why Choose Engage CRM Pro?

Engage CRM Pro allows users to implement lead-scoring methodologies to prioritize and focus on high-potential leads for improved conversion rates. Users can store and manage customer-related documents, contracts, and agreements within the CRM for easy access and organization. CRM software allows users to monitor and measure customer engagement levels, including interactions, inquiries, and feedback, to gauge customer satisfaction. Users can set up automated follow-up reminders and notifications to ensure timely and consistent communication with leads and customers.

The CRM tool allows users to identify cross-selling and upselling opportunities based on customer purchase history and behaviour for increased revenue generation. It uses lead qualification criteria to identify qualified prospects and focuses efforts on leads that are more likely to convert into customers. It allows users to engage with customers through various communication channels like email, phone, chat, and social media.

Benefits of Engage CRM Pro

  • The software allows users to assign service tasks to technicians or teams based on predefined criteria.
  • It lets the users maintain a comprehensive history of customer service interactions and activities for enhanced customer support and personalized service.
  • The software allows users to categorize customers based on various criteria such as demographics, behaviour, or purchase history to tailor marketing strategies.
  • Users can assign and monitor tasks and activities for sales and customer service teams to ensure timely completion and accountability.
  • Users can visualize and track the entire sales process, from lead generation to deal closure, for an efficient sales pipeline.

Engage CRM Pro Pricing

Engage CRM Pro pricing is available on request at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and total users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Engage CRM Pro Pricing & Plans

Engage CRM Pro price is available on request

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Engage CRM Pro Features

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • 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 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 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.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • 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.

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

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 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.

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).

Others

  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns to target and engage potential customers.

Engage CRM Pro Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Windows(Phone) Linux
  • DesktopMobileTabletiPad
  • Web-Based, Perpetual
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Phone, Email
  • Videos
  • English

Engage CRM Pro Reviews

100%

Have recommended this product

Overall Score

5/5
Based on 2 Reviews

Review this product

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

AR

Akhil Raj

Verified reviewer:linkedin_verify

User, Retail

101-500 Employees

Software user since: 1-2 years

Reviewed on: Jul 27, 2023

5/5

“Best CRM for ALL”

Pros :

Cons :

Reason to switch : Rich features like tracking the leads, calls, distribution etc. Quotes can be edited easily and smoothly as per the requirements.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10
AS

ashwin sasidharan

Verified reviewer:linkedin_verify

Manager, Marketing and Advertising

2-100 Employees

Software user since: 2+ years

Reviewed on: Jul 24, 2023

5/5

“A Game-Changing CRM for Distributors!"”

Pros :

Cons :

Switched from : Kapture CRM

Reason to switch : Industry-Specific Functionality: As a distributor, I realized the importance of having a CRM that understands the intricacies of the distribution industry. The CRM for Distributors was specifically designed to cater to our unique needs, providing comprehensive tools for contact management, order tracking, and inventory management. This level of specialization allowed me to streamline my operations and offer better services to my clients.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

Pansoft Technologies Company Details

Brand Name Pansoft Technologies
Information Pansoft Technologies is a leading technology consulting, services, and products organization.
Founded Year 2010
Director/Founders Pankaj Chandnani
Company Size 1-100 Employees

Engage CRM Pro FAQ

A Engage CRM Pro software is compatible with Windows and macOS operating systems.
A Engage CRM Pro app is unavailable on Android and iOS devices.
A Engage CRM Pro Software supports cloud-based deployment.
A Engage CRM Pro software pricing is available on request at techjockey.com.
A Engage CRM Pro can be used by small to large-scale businesses, governments, and businesses needing robust CRM software.
A The software demo is available for free with techjockey.com.
A Engage CRM Pro Software does not offer a free trial.
A Engage CRM Pro Software is a cloud-based platform. So, you need not download any software or app to use it.
A Engage CRM Pros is a user-friendly and efficient CRM software tailored for small businesses. It streamlines service operations by enabling easy tracking, recording, and resolving customer interactions, promoting better customer relationships and business growth.

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