CRMOne Features

Based on 18 CRMOne reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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. 18 reviewers of CRMOne have provided feedback on this feature.

As reported in 18 CRMOne reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 18 CRMOne reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 18 CRMOne reviews. 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.

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. 18 reviewers of CRMOne have provided feedback on this feature.

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. 18 reviewers of CRMOne have provided feedback on this feature.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 19 CRMOne reviews.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 20 reviewers of CRMOne have provided feedback on this feature.

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 20 reviewers of CRMOne have provided feedback on this feature.

Based on 20 CRMOne reviews. 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.

Based on 20 CRMOne reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 20 CRMOne reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

As reported in 20 CRMOne reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

As reported in 19 CRMOne reviews. 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.

Based on 19 CRMOne reviews. 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.

Based on 20 CRMOne 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.

As reported in 20 CRMOne reviews. 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.

As reported in 20 CRMOne reviews. 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.

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. 19 reviewers of CRMOne have provided feedback on this feature.

As reported in 20 CRMOne reviews. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 21 CRMOne reviews.

Based on 21 CRMOne reviews. 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.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. 20 reviewers of CRMOne have provided feedback on this feature.

Based on 20 CRMOne 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.

Based on 19 CRMOne reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Ability to input, modify and extract data from the application in bulk through a structured file. 18 reviewers of CRMOne have provided feedback on this feature.

Based on 18 CRMOne reviews. 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.

As reported in 18 CRMOne reviews. 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.

As reported in 19 CRMOne 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

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. This feature was mentioned in 20 CRMOne reviews.

As reported in 19 CRMOne reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 19 reviewers of CRMOne have provided feedback on this feature.

Based on 19 CRMOne reviews. 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

Based on 19 CRMOne reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Provides ready-made templates for simplified website creation.

Allows users to drag and drop items and content to customize their site's look.

Permits HTML-savvy administrators to input code to uniquely customize their website.

Offers customers the option to purchase a unique domain name.

Provides insight into words that would increase search engine optimization.

Gives users insight into unique pageviews, subscribers, location of viewers, etc.

Provides tools that aid in user marketing efforts.

Allows users to turn their website into an online store by offering e-commerce capabilities.

Hosts domains within the tool.

Provides an email for users to field communication within their website builder too.

Manages content such as blogs, marketing tools, newsletters, etc.

Allows administrators to create role or password-based permissions to ensure users see only what they should see.

Customer Support

This software integrates with Microsoft Teams.

This software integrates with popular email providers.

This software integrates with Zoom.

This software integrates with Google Meet.

This software integrates with Salesforce.

Provide the ability to create a custom booking page.

Provide the ability to create custom scheduling URLs.

Provide the ability to create a personalized web embed.

Allow users to set automatic working hours.

Automatically update calendars after a meeting has been booked.

Provide the ability to incorporate buffer times, leaving time before and after meetings.

Allows users to generate text based on a text prompt. This feature was mentioned in 19 CRMOne reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes