Search found 6 matches

by [email protected]
Mon Dec 23, 2024 10:05 am
Forum: Bank Data
Topic: Not a Nutshell customer? Try us free for 14 days!
Replies: 0
Views: 3

Not a Nutshell customer? Try us free for 14 days!

Nutshell
Zoho
ActiveCampaign
Pipedrive
SugarCRM
1. Nutshell
Price: $16 per user per month for Starter, $42 per user per month for Pro

Nutshell is a powerful customer relationship management (CRM) platform that provides your business with an all-in-one contact management solution.


Nutshell gives ...
by [email protected]
Mon Dec 23, 2024 9:27 am
Forum: Bank Data
Topic: Preferred products or services
Replies: 0
Views: 4

Preferred products or services

With Insightly, you can convert deals into ongoing projects to stay in touch with your clients throughout their journey with your company.

This B2B CRM platform also comes equipped with the following features:

Demographics like age and gender
Geographical location
Industry (for B2B clients)
And ...
by [email protected]
Mon Dec 23, 2024 9:09 am
Forum: Bank Data
Topic: Price: Free, or $13+ per month for an upgraded version
Replies: 0
Views: 5

Price: Free, or $13+ per month for an upgraded version

5. Keap
Keap homepage screenshot for sales automation platform article
Price: $129+ per month

Keap marks the last CRM on this list, and unsurprisingly, it offers many of the same basic features as the first four options listed here. Some of the things Keap can automate include:

Sending follow-up ...
by [email protected]
Mon Dec 23, 2024 8:57 am
Forum: Bank Data
Topic: Support: Support available via live chat and email 24/7
Replies: 0
Views: 1

Support: Support available via live chat and email 24/7

Plus, Zoho’s CRM also integrates with their other tools and platforms, like their marketing, sales, and project management suites, so you can manage all of your selling activities through their multiple tools.

4. Pipedrive
Manufacturing CRM homepage for Pipedrive
Pricing: Starting at $12 per user ...
by [email protected]
Mon Dec 23, 2024 8:28 am
Forum: Bank Data
Topic: Welcome to [product/service name]. Your free trial starts today.
Replies: 0
Views: 3

Welcome to [product/service name]. Your free trial starts today.

[name]

The above template is best used soon after a customer makes their first purchase, preferably after a purchase confirmation email has been sent. By establishing a warm, personal tone, this email helps you to spark an initial interaction with your customer.

Real-life “actual human being ...
by [email protected]
Mon Dec 23, 2024 8:13 am
Forum: Bank Data
Topic: uses multiple tools to gather its customer data
Replies: 0
Views: 4

uses multiple tools to gather its customer data

What you should look for in a customer database
While your organization’s needs are unique, there are a few features you should definitely look for in a customer database that will make using it much easier:

1. Usability
Whether everyone on your team has used a customer database before or not ...