The CRM Matrix. Evaluating suspects, prospects and also-ran CRM Systems. CRM Feature List. Save a search term to use it time and again.

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2 Sign up Free trial Free forever plan Free trial period Free trial limitations Limit on number of users, or features Dashboard(s)/Homepage Real time summary of all business activities Review and manage your priorities of the day Search Saved searches Save a search term to use it time and again Communicate with your colleagues View your company's organigram Hierarchal organizational chart All unread correspondence & item updates at a glance Create new items & enter data on-the-fly RSS Feeds module Drag-and-drop widgets for every module Syndicated content from within the system To customize the dashboard Quick links to bookmarks, help resources Custom fields Add/remove, edit custom fields as per your business requirements Important upcoming tasks Page 1

3 View your department and company directory Contact management Quick link to add new contact Multiple criteria used to create list for mail merge Mass import/export In different formats e.g. CSV, vcard, Excel spreadsheet Automatic match-up feature To prevent identical company records Mass update noting all clients that were updated Multiple addresses per contact Identify potential duplicates for new contact Sync contacts with other apps and devices Audit trail e.g. with your blackberry or smartphone Users who accessed the record, and changes they made Date and person making the change Address verification based on postal code tables Unlimited follow-ups with contact Unlimited notes per contact with date/time stamp Search for embedded text in notes Two steps to delete contact Click del and confirm Page 2

4 Internet lead capture Via opt-in forms Advanced Search Access contact's social media profiles (Facebook, Twitter, LinkedIn, Google+) History of the contact Tags Group contacts Add contacts through wizard Automatically merge contacts and their company's info Send to contacts from the contacts menu directly Send text messages from the contacts menu Video/Audio Calling Chat with contact through the system Receive s In dropbox or via integration with POP3 service Categorize View and assign ownership of the contact View/Set time zone of the contact Filter contacts by time zone Source Where you found the contact Referrer Contact's headshot Page 3

5 Convert contacts into leads or customers Contact identifier Link files/documents A unique number for each contact To your contacts View contact with its company's full details Mark favorite contacts Add personal contacts Convert personal contacts into business contacts Create complex relationships Manage organizational hierarchies Merge, delete, archive contacts View contacts geo locations On Google Maps Share contact info with other element users Unlimited custom fields Add/remove, edit custom fields as per your business requirements Task Management Quick link to add new task Unique task number Auto extend deadline Status Not started, In progress, Completed, Deffered, etc Completion percentage Task type Page 4

6 Priority Link tasks to (one or more) contacts, deals, opportunities, cases Assign ownership and view ownership status History Date and person making the change Tags Auto integration with built-in calendar Start date and End date Track time Reminder s for upcoming tasks Categories task depending on the priority Sort tasks based on a criteria Update multiple tasks Tracking of tasks Recurring tasks Notes Simultaneous reminders Discussion threads/comments on tasks Create and manage events, meetings and calls Sales Force Automation Import/Export leads Lead capturing from opt-in forms Page 5

7 Lead capturing from contact forms Lead capturing from messages Lead capturing from social media sites Lead capturing from Google Maps Automatically add new leads as deals/opportunities Automatic follow up Lead Conversion Mapping Account & Contact Management Opportunity Management Quote Generation Setup custom sales stages and sales information Categories leads Sales pipeline Track visual sales funnels as lead progresses Qualify leads, set custom stages & status Assign & Collaborate on leads Manage products & sales catalogue Input custom fields into sales leads Convert leads directly into projects, quotes, or estimates Manage sales actions, schedule follow ups Group tasks, files, expenses, & other items with leads Page 6

8 Tags Lead source Web opt-in form, , cold call etc. Notes and background Next action Record of communication with the deal Custom fields Add/remove, edit custom fields as per your business requirements Assign leads to users Link documents with the leads Predicted close date Actual close date Date and person making the change Article list Partner management Registration of quotations Company management Quick link to add new company Company description Company type Mass import/export (in different formats) Parent company Mass update noting all records that were updated Multiple addresses, contacts per company Page 7

9 Annual revenue of the company Industry Audit trial Date and person making the changes Unlimited notes per company with date/time stamp Search for embedded text in notes Two steps delete companies Advanced Search History of the company Tags Group companies Automatically merge companies and their contacts' info Categorize View and assign ownership of the company View/Set time zone of the company Filter companies by time zone Link files/documents View company's geo locations On Google Maps Unlimited custom fields Add/remove, edit custom fields as per your business requirements Key contact(s) Page 8

10 Customer Support Customer can log trouble ticket Integrated support tickets Manually add a ticket Knowledge base When an issue is reported offline e.g. via landline Articles Support statistics notifications to the relevant customer and/or team members Custom URL for the customer support portal Where customers can log tickets Assign/escalate tickets to relevant users/departments Status of the ticket Feedback by customer after the ticked is closed Prioritize tickets Convert trouble tickets into cases To use in knowledge base for other users Sales quotes/estimates, invoices and billing Create estimates estimates directly from system Convert estimates to PDF and download Create invoices invoices directly from system Page 9

11 Convert invoices to PDF and download Add your account details to the invoices to get paid instantly E.g. PayPal, Mastercard Save standard terms and conditions for invoices Bill projects by milestones, timesheets, or custom fixed pricing models Record of previous bills Automated invoice reminders Marketing management marketing Auto responders Mail merge Produce multiple messages/documents from a single template templates Export addresses of leads and clients for marketing campaigns Online lead capturing forms Mailing lists Tags Use saved views To create lists based on location, purchase history, custom tags etc. A/B split testing for campaigns Import subscribers Manually add subscribers Page 10

12 SMS campaigns Print campaigns Voice call campaigns Send text messages to your contacts cell phones Print campaigns customized with CRM data and mail by post Via landline or VoIP services Call scheduling Built in reports on results of marketing campaigns Custom reports Customer reports on results of marketing campaigns Survey forms Create survey forms Embed survey forms into your web/blog Send forms via campaigns Add custom field to survey forms Receive and analyze the results by survey forms Document management Shared document storage space Limited or unlimited Create folder & subfolder tree directories Upload documents Edit, save documents online Link documents to the leads, contacts, companies etc. Drag and drop personal, department and Page 11

13 company documents. documents with one click Set categories and ratings to each document Check out documents for editing Index previous versions of files View documents associated with other elements of the CRM Classify Documents as Public or Private Set access permission Share Word, Excel, PDF and other documents Keep up-to-date with new document versions Bulk file upload Integrate with document storage services e.g. Google Docs Project management Add projects using the Project Setup Wizard Attach projects to products, contacts, or companies View and manage real-time projects Manage, track and update task progress status Add nested projects and sub-project Order/manage products required for tasks Develop and edit project and task budgets Page 12

14 Generate detailed task and project reports Add project notes stamped with a date and time Export project dates to external calendars e.g. ical, Google Calendar Create custom categories to define project information Create project and task templates Set project preferences and project types Approve and manage submitted projects Set project priority level Create and manage private projects Manage people associated with each project Attach documents to projects Manage project issues and features Manage basic billing associated with projects Send internal project messages Create filters to view only the relevant projects or project info Create reusable templates Duplicate projects Bill projects To use the same project in future By milestones, timesheets, or custom fixed pricing models Add custom project fields Options to collaborate with your Page 13

15 consumers Discussion threads, alerts on projects Workflow rules to automate projects Use projects as cases Inventory Management Products Catalog Price Books Sales Orders Invoices Auto alerts if you run low on any item Order new items from the system Store and easily edit product details Add and manage payment terms Set product and purchase order preferences Create, print and purchase orders Manage purchase order approval process Monitor, reorder and receive inventory and make inventory adjustments Create custom categories to define products Store and edit vendor and manufacturer's information Create product components for manufactured items Page 14

16 Associate labor items with products or components View and manage projects associated with products Store issues and feature requests associated with product Security & data backup management Profiles Roles Authenticated by different s or other accounts e.g. Google, or Facebook CEO, Manager, Sales rep, Customer Care rep Organization-level Sharing Model Organization-level Field Access Encryption (i.e. SSL 3.0/TLS 1.0) VeriSign certificates Daily data backup Time management Timesheet Time tracker Convert timesheet into invoices Log time for each project Send the timesheet to customer Add comments/notes Export timesheets Calendar management Page 15

17 Day view Week view Month view With upcoming tasks/event highlighted With upcoming tasks/event highlighted With upcoming tasks/event highlighted Share calendar with team members View team's calendar Only managerial staff Present an event summary when mouse hovered over a cell Add new entries from the calendar View all activities in a filterable calendar view Drag-and-set interface Mark private, share with groups, or specific people Set recurring events with reminders Sync with ical, Google Cal, & Others Reporting & analytics Built-in reports Custom reports Real-Time Dashboard Reports All Fields Report Builder Scheduled Reports Report Publishing & Audience User Activity Reports Page 16

18 Sales Quota Report Flash Animated Graphs Multiple sales reports (pipeline, closes, leads, etc.) Match reports against timesheet data for insight into productivity User Defined Screen Views User Saved Reports Sales Forecast Reports Customer Web Portal Usage Knowledge Base Usage Report Key metrics Certain indicators that define a set of values used to measure against Report folders Dashboards for sales force automation Admin/Setup Configure preferences Manage employees and assign access permissions Manage your Contractor's information View your organizational chart Define your company information and departments Manage company locations and resources Set tax jurisdictions Page 17

19 Schedule and manage company calendar events Create employee roles and set bill and pay rates Monitor company usage of storage space within Elements Review and manage detailed billing associated with Elements Profile Settings Setup/Update organization Ownership Transfer Rules Update login e.g. change address or password User preferences Set unavailable time Set availability by region Setup extended fields Transfer record ownership Customize content Limited configuration features Limited configuration of user rights Workflows Third party analysis software Data exchange with external users via own Local Area Network or Internet Define backup rules Page 18

20 Add/remove users Define roles of users Multiple currency support Support for metric (square meters, hectares) and US units (square feet, acres) Recent history White label settings Localization Personalize (i.e. add custom logo, header etc.) Setup social accounts Add signatures Set/Manage accounting options Automation Canned responses Calendar sharing & calendar synchronization Integration API (Application Programming Interface) Integration with social media sites Integration with file storage systems Integration with online apps For integrating CRM modules with any third-party applications E.g. Twitter, Facebook, LinkedIn, Google Plus E.g. Zoho, Google Drive (Google Docs) E.g. Google Apps Page 19

21 Integration with POP3 services Integration with newsletter services Integration with data syncing systems Integration with VoIP services E.g. Gmail, Outlook E.g. MailChimp, Aweber, Constant Contact E.g. Zapier E.g. Vonage Integration with Landline phones Integration with calendars Integration with video conferncing software Integration with online forms Integration with telephone Integration with Invoicing/Finance Integration with help portals Integration with launch websites Integration with notetaking/archiving systems Integration with live chat portals Integration with HR sysems Integration with analytics E.g. ical, Google Calendar E.g. Skype E.g. Wufoo, Formstack, Survey Monkey E.g. Twilio, Cisco Jabber E.g. Freshbooks, Kashflow, Freeagent, BusinessVision, QuickBooks E.g. Zendesk, Freshdesk, Helpscout E.g. LaunchRock, Prefinery, Kickooflabs E.g. Evernote E.g. Olark, Snap Engage E.g. Connect E.g. Google Analytics, Omniture, Webtrends Price Plan based on number of users Plan based on premium features Page 20

22 Ideal for Solopreneurs Single users Small teams Small businesses Medium businesses Fortune 500 companies Small businesses and medium businesses Small businesses, medium businesses and Fortune 500 Companies Page 21