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CrmOne Reviews & Product Details

CrmOne Overview

What is CrmOne?

The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CrmOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CrmOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CrmOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation.

CrmOne Details
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CrmOne Community
Languages Supported
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Product Description

CrmOne is a comprehensive customer relationship management (CRM) software designed to streamline business operations and enhance customer interactions. It offers a user-friendly interface with powerful features, such as lead management, contact tracking, and sales forecasting. CrmOne enables businesses to efficiently manage customer data, track communication history, and automate sales processes, ultimately improving productivity and fostering stronger customer relationships. With customizable dashboards and advanced analytics, CrmOne empowers organizations to make data-driven decisions and drive growth.


Seller Details
Seller
CrmOne
Company Website
Year Founded
2022
HQ Location
Menlo Park, US
Twitter
@crmone_global
27 Twitter followers
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®

CrmOne D.
CD
Overview Provided by:
Empowering Your Business with One Seamless Solution

Recent CrmOne Reviews

AN
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Effortless Lead Generation and Support"
Aeri seamlessly captures leads during conversations and ensures smooth transitions to sales teams when needed.
AN
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Streamlined Invoicing and Quotation Process"
Generating invoices and quotations is quick, professional, and highly customizable to client needs.
AN
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Social Media Planning Made Easy"
The built-in social media planner simplifies scheduling and provides actionable analytics to improve our strategy.
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CrmOne Media

CrmOne Demo - Omnichannel Support
CrmOne helps you manage all customer interactions across various channels in a single, unified platform. Stay organized and track customer conversations through email, chat, social media, phone calls, and more.
CrmOne Demo - Lead Management
CrmOne empowers you to efficiently handle all inbound leads, add an unlimited number of contacts, and nurture them through various channels
CrmOne Demo - Sales Management
CrmOne centralizes all lead and customer information, making it easily accessible to sales teams. Easily generate deals and delegate them to your preferred representatives while monitoring lead progression throughout the sales funnel.
CrmOne Demo - Analytics Dashboard
Effortlessly analyze reports with CrmOne's automation. Gain valuable insights, identify trends, and make data-driven decisions for optimized performance & strategic business growth.
CrmOne Demo - Workflow Automation
CrmOne empowers you to streamline your workflow, reclaim valuable time for more impactful tasks, and enhance your team's efficiency by executing perfect workflow management.
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628 CrmOne Reviews

4.9 out of 5
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628 CrmOne Reviews
4.9 out of 5
628 CrmOne Reviews
4.9 out of 5

CrmOne Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for CrmOneQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

CrmOne track customer buying patterns and preferences, making it easier for businesses to identify potential cross-sell and upsell opportunities to drive additional revenue and growth in the Company. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

The CrmOne software is easy to use and works really well for small to medium-sized teams who need a centralized platform to manage customer data. While the interface could be a little more intuitive, once you get the hang of it, navigating the system becomes much easier. The features of system are flawless. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

For companies dealing with multi-step sales processes, keeping track of tasks, stages, and timelines becomes chaotic without the organizational capabilities of a Crm Software. Review collected by and hosted on G2.com.

AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

AeriChatbot’s conversational AI is remarkably accurate, quickly understanding and addressing customer queries. Its ability to integrate with our CRM and social media platforms has made managing support channels a breeze. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

The initial setup required some technical expertise, but once configured, it has been running smoothly without any major issues. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

Our support agents were overwhelmed with repetitive inquiries, leading to delayed responses. AeriChatbot now handles most of these, allowing our team to focus on complex and high-value customer concerns. Review collected by and hosted on G2.com.

AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

CrmOne Software allow users to create custom reports customize to specific business needs, whether it’s tracking customer satisfaction, sales performance, delivering deeper insights. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

The CrmOne covers all the basics effectively and is great for managing sales pipelines. However, it could benefit from more advanced integrations with third-party apps. It’s a great option if you’re looking for an affordable solution, but larger organizations might need more advanced features that aren't fully available out of the box. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

Businesses without a CrmOne softwere lacks the ability to automate email marketing or lead nurturing campaigns, reducing the efficiency and impact of their outreach. Review collected by and hosted on G2.com.

AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

CrmOne's Aeri chatbot allows businesses to provide round-the-clock customer support, addressing user queries and issues even outside of regular business hours. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

Employees may be hesitant to adopt a new Crm system, especially if they are comfortable with their existing methods. Clear communication, training, and support can help overcome this resistance and CrmOne provide 100% support and training to the team and encourage adoption of the software. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

Tracking individual and team sales targets becomes inefficient without a CrmOne, making it hard to assess progress and identify areas that need improvement. Review collected by and hosted on G2.com.

AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

CRMone’s interface is incredibly easy to navigate, making team adoption quick and smooth. The automation tools for task management and lead prioritization have saved us countless hours, and the built-in analytics are spot-on. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

The mobile app is functional but could benefit from better performance during data synchronization. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

We previously relied on multiple disconnected tools, which created inefficiencies and missed opportunities. CRMone brought everything under one roof, dramatically improving productivity and visibility into our sales funnel. Review collected by and hosted on G2.com.

AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

With activity tracking and reporting, CrmOne create accountability within teams, ensuring that all tasks and follow-ups are completed and no steps are missed in the sales process. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

CrmOne is very intuitive and easy to navigate, making it great for teams that need a fast onboarding process. However, some users might find that the customization options are a bit limited, especially when trying to customize workflows to more complex needs. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

Without a CrmOne centralized system, tracking conversations with customers across email, phone, and social media becomes difficult, leading to inconsistent follow-ups. Review collected by and hosted on G2.com.

AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

CrmOne has been a game-changer for our small team. The ease of use and seamless onboarding process meant that we were able to hit the ground running without extensive training. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

The CrmOne's range of features can be a bit overwhelming at first. It takes time to fully understand how to use all the tools effectively. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

Monitoring customer churn rates and understanding why customers leave becomes harder without a CrmOne data insights, making retention efforts less effective. Review collected by and hosted on G2.com.

AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

CRMone’s data visualization tools provide incredible insights, helping us make faster, smarter decisions. The predictive analytics have given us an edge in identifying potential opportunities. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

The subscription cost may feel high for smaller businesses, but the return on investment is undeniable. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

We lacked a centralized system, leading to inconsistent follow-ups and lost leads. CRMone has transformed our sales strategy, enabling us to build stronger client relationships. Review collected by and hosted on G2.com.

AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

The simplicity of setting up workflows and automating follow-ups has been a game-changer. Its integrations with our existing systems, like email and calendar, were seamless and boosted team coordination. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

The reporting feature, while effective, could offer more depth for advanced customization needs. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

Our team struggled to track customer interactions and often lost critical information. CRMone has brought much-needed organization, helping us handle our increasing workload efficiently. Review collected by and hosted on G2.com.

AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: In-app
What do you like best about CrmOne?

CrmOne allows businesses to create and manage multiple sales pipelines, making it easier to handle different services, or regions within one system. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

CrmOne often send notifications and alerts to keep users updated, but an overload of these can be distracting. Adjusting notification settings can help ensure that only the most important alerts are sent. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

Without a CrmOne, sales and support teams lack access to previous interactions with customers, making follow-ups and issue resolution more challenging. Review collected by and hosted on G2.com.