DeskDrive CRM



Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Projects, Service & Staff, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information
Demographic data
Company information
Duplicate management
Duplicate automation
Calculated Properties
Interaction History
Notes and comments on customer conversations
Past purchases and transactions
Communication channels
Sales Management
Lead Management, Opportunity Management
Lead Management
Lead generation and qualification
Lead scoring and prioritization
Lead assignment to sales teams
Automatic lead rotation
Opportunity Management
Sales pipeline tracking
Quotations and proposals
Marketing Automation
Email Marketing, Events, Campaign Management
Email Marketing
Creating and managing email campaigns
Automated follow-up emails
Email tracking and analytics
Sponsorship Management
Campaign Management
Target audience segmentation and targeting (ABM)
Planning and executing marketing campaigns
A/B Testing
Customer Service and Support
Ticket Management, Self-Service Support, Complaint Management
Ticket Management
Recording and tracking customer queries and issues
Ticket prioritization and escalation
Solution history and notes
Self-Service Support
Knowledge base with frequently asked questions
Complaint Management
Complaint registration and follow-up
Escalation procedures
Customer satisfaction surveys
Reporting and Analytics
Performance Reports, Data Analysis
Performance Reports
Sales performance and results
Data Analysis
Customer segmentation and audience analysis
Data visualization and dashboards
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Task and Calendar Management
Calendar integration and scheduling
Automated notifications and reminders
Process Automation
Workflow design and automation
Automated actions and triggers (sequences)
Approval workflows and process streamlining
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization
Email tracking and archiving
System Integrations & Addons
Integration with other business systems
Data exchange and synchronization
API connectivity for custom integrations
Document Management
Payment Platform
Customer Portal
Customized properties
Labels, tags and categories
Team Management
Contact center
Contact Channels, CCC-Tooling
Contact Channels
Voice / VOIP
Product Management, Content creation
Product Management
Product Information
Product Trees
Content creation
FAQ/ Helpcenter
Project Registration
Project Control
Hours Registration
Service & Staff
Service Contracts
Service Objects & Locations
Digitalisation & Technology
Technology - Basics
Technology - Basics
Hosted by the vendor

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