CRM.me Features
Platform (13)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Reporting
Displays standard reports at the end of each competition showing overall employee performance.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Enterprise Scalability
Provides features to allow scaling for large organizations.
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
Sales Force Automation (9)
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 17 CRM.me reviews.
Partner Relationship Mgmt. (PRM)
As reported in 17 CRM.me reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 18 reviewers of CRM.me have provided feedback on this feature.
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. 17 reviewers of CRM.me have provided feedback on this feature.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 17 CRM.me reviews.
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. This feature was mentioned in 16 CRM.me reviews.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 17 reviewers of CRM.me have provided feedback on this feature.
Quote & Order Management
Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. This feature was mentioned in 17 CRM.me reviews.
Customer Contract Management
As reported in 17 CRM.me reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (4)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 16 reviewers of CRM.me have provided feedback on this feature.
Campaign Management
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 15 CRM.me reviews.
Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. This feature was mentioned in 16 CRM.me reviews.
Marketing ROI Analytics
Based on 15 CRM.me reviews. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
Tracks issues/help requests reported by customers through the resolution process. 16 reviewers of CRM.me have provided feedback on this feature.
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 16 CRM.me reviews.
Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. 16 reviewers of CRM.me have provided feedback on this feature.
Call Center Features
As reported in 17 CRM.me reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
As reported in 16 CRM.me reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (9)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import & Export Tools
Tools for importing/exporting data to/from the platform to support campaign setup and reporting.
Integration APIs
Supports extensibility through APIs to build and manage integrations with third-party tools.
Breadth of Partner Applications
"Offers a wide range of plug-and-play integrations with third-party applications. "
CRM Integration
Integrates with CRM software, which can help provide context to your mailing lists.
Social Media Integration
Integrates with Social Media platforms, which can help expand your reach.
E-Commerce Integration
Integrates with e-commerce platforms, which can link directly to your online store.
Mobile & Social (3)
Social Collaboration Features
Based on 14 CRM.me reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. 15 reviewers of CRM.me have provided feedback on this feature.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 16 CRM.me reviews.
Reporting & Analytics (5)
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 16 CRM.me reviews.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 15 CRM.me reviews.
Forecasting
As reported in 14 CRM.me reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
A/B Testing
Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. 12 reviewers of CRM.me have provided feedback on this feature.
Basic Reporting
As reported in 12 CRM.me reviews. Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.
Email Marketing (9)
Email and Mobile Preview
Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. This feature was mentioned in 12 CRM.me reviews.
Manage Email Lists
List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. 12 reviewers of CRM.me have provided feedback on this feature.
High-Volume Sending
Ability to send thousands of unique, personalized emails per second. 11 reviewers of CRM.me have provided feedback on this feature.
Building and Personalizing Emails
As reported in 12 CRM.me reviews. Tools for designing, editing, and personalizing email content for recipients.
Sending Outbound Emails
Supports the ability to send outbound email campaigns to external recipients. This feature was mentioned in 11 CRM.me reviews.
Manage Email Deliverability
Maximizes inbox placement by managing spam compliance and sender reputation. This feature was mentioned in 12 CRM.me reviews.
Automated Email Responses
Automatically respond to user actions or triggers with predefined email messages. This feature was mentioned in 12 CRM.me reviews.
Multi-user Account
Enables multiple users to login to the same account to maintain a single account for your entire marketing team. This feature was mentioned in 12 CRM.me reviews.
Surveys
Ability to send secure and personalized survey invites to your contact list. 12 reviewers of CRM.me have provided feedback on this feature.
Competition (6)
Competition Templates
Offers templates or examples of commonly used competition structures.
Custom Competitions
Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.
Team Competitions
Set up competitions between groups of employees as opposed to competitions between individuals.
Simultaneous Competitions
Able to have multiple leaderboards and metrics running simultaneously for different groups of users.
Competition Adjustments
Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.
Awards and Incentives
Provides sales teams with a list of rewards they can choose from based on high performance
Employee Features (3)
User Profiles
Provides each employee with a user profile for personal statistics and progress.
Notifications
Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.
Mobile
Mobile app or mobile optimized website allows participants to easily view scores on the go.
Integrations (3)
CRM Integration
Integration with CRM software to access necessary metrics for the competition.
Social Collaboration Integration
Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition.
TV Streaming
Streams leaderboards and other competition-related news on company's TV.
Templates (4)
Text and Themes
Allow users to edit text and themes on email templates
Stock Images
Provide a library of stock images to use for emails
Proofing
Offer email proofing capabilities
Mobile Responsive
Provide mobile responsive email templates
Edit (3)
Pre-Made
Offer pre-made email templates
Build
Allow users to create their own email templates
HTML
Use drag-and-drop HTML editing to create email templates
Logistics (4)
Analytics
Provide analytics reporting so that users can see how their campaigns perform
Issues
Allow for users to identify potential issues that would stop their emails from sending
Integrations
Integrate with email software or email marketing and marketing automation platforms
Shareable Link
Ability to share email templates via a link to collect feedback on the created emails easily
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Gamification (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Email Marketing (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Email Template Builder (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
Team competitions are contests between coworkers that can improve company culture and build camaraderie. Learn more about types of team competitions and how they can benefit organizations.
