Category Archives: Business Contact Manager

Synchronizing Business Systems with Website Solutions in 2025

Posted on by Aiden Soman
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Web Solutions has never been more crucial before. The technology in 2025 drives efficiency, but at the same time requires you to be exact. Today, websites are the sort of hub for your operated, consumer connection, and workflows. Not matching these systems can cause different delays and disruptions.

Web platforms need to be incorporated into how an enterprise operates for the business to succeed. That means every feature, tool, and system must serve the specific needs of the business. Having web solutions that sync systems with the end user facilitates efficiency, accountability and reliability within operations.

What is Synchronizing Business Systems and Its Types

Business systems synchronization means that the tools and processes within an organization communicate without any gaps in time. It removes information silos, expands data flow, and improves operational efficiency. Synchronization integrates the internal system with tools and websites, enabling them to maintain real-time updates, which enhances the overall workflow.

Types of Synchronizing Business Systems:

Data Integration

That integrates your CRMs, ERPs, cloud storage systems. An example would be a CRM that integrates with a website and updates customer profiles in real time when a web form is submitted. Refers to the accuracy of customer data across platforms.

Process Automation

It enables running repetitive tasks automatically in response to predefined events, or in other words, it automates repetitive tasks As an example, an invoice can be created automatically in an accounting system when an invoice has been generated through a form on the website, eliminating manual steps, while increasing accuracy.

Service Synchronization

This connects customer service solutions, like chat bots or ticketing systems, with internal systems. For example, if a user queries through a website chatbot, we can route it to the support teams quicker using synchronization.

E-commerce Synchronization

It integrates payment gateways, inventory management, and order fulfillment systems for seamless transactions. For instance, if the inventory system is integrated with a website, stock information is updated in real-time when a purchase is made.

API-Based Integration

Application Programming Interfaces (APIs) enables you to connect numerous systems through websites. Example: A visitor tracking API, where a user visiting the website is able to use geo-data with real-time updates in the analytics dashboards.

Cloud-Based Synchronization

This brings all platform data to cloud storage for easier accessibility. Example of a business document submitted via a portal on a website synchronizing with shared cloud-based drives.

The synchronization of systems simplifies the operation, provides a coherent management, and allows systems to be connected directly in real-time. These types help to improve business process by ensuring data validity, seamless workflows, and more improved user experiences.

Why Seamless Integration with Business Workflows Matters:

Companies require websites that tie into their internal processes. Such a website that offers a feature of seamless integration with business workflows can help in eradicating double work having taken place and save a lot of time and effort. Plugins like Elementor solve this problem by providing drag-and-drop simplicity. It allows teams to build fully-functional pages without bespoke code.

Embedding a website to business processes helps to maintain the free flow of information among connected systems. Other integrations, like syncing with CRMs or order management systems, enhance the customer experience. When systems are not integrated, it usually causes a miscommunication, data processing errors. Frictionless workflows are the backbone of business, and without them, businesses risk not being efficient.

Without a set of integrated workflows guiding all systems, reliability suffers. Orders can slip through the cracks, customer tickets can disappear, and the team ends up mired in troubleshooting. When integrated incorrectly, it leads to wastage of resources and loss of customers.

For example, companies can connect order forms to back-end tracking systems to facilitate rapid fulfilment. In this case, the website plays an active role in the flow of information and demand for accountability.

Why Businesses Needs Unified Hosting

There is a unified hosting for business operations which keeps all the services and tools under a single platform. A single hosting solution is more stable and minimizes downtime compared to split systems. With use case such as Elementor, it helps create website section which fit seamlessly with your hosting platforms.

It improves performance by hosting a website on business systems. Backups are easy with shared hosting, and the access to data is quicker. Unified hosting is off the table, so businesses find it difficult to enhance their accessibility and responsiveness propensities.

Different servers for different databases from these servers lead to fragmented data management thus killing the real time nature of updates and resulting in version mismatches. This can jeopardize strategic goals and customer trust even only misalignments.

Consider a cloud environment that hosts workflow tools and operational data under one platform. This guarantees the website loads and displays live site updates quickly without any crashes.

Website Solutions to Help Automate Manual Processes

Websites that automate stuff: These lower human effort and increase accuracy. Endless smaller task run through scalable systems allowed automation, eliminate labor costs. Things like automated forms or workflows are built into websites by many businesses using tools like Elementor.

From processing forms submitted by users to merely updating an internal order status, automations have everything covered. Post 1: Actively Automation reduces a lot of the errors associated with human-driven processes. Growing workloads are not well-suited for manual processes. Unlike labor, where we need to train more people, automation can scale up instantaneously alongside demand.

If automation is avoided, it often leaves employees with mundane and repetitive tasks. Inefficiencies of this sort suck up time use up productivity and slow the response time to customers. Same goes with the errors, all the committed errors increase which creates question on the business credibility Remember??

For instance, consider order submissions. Direct submission of forms to ERP systems encourages workflow automation. Processing in real time helps in speedy approvals and greater visibility for all stakeholders.

Data Centralization: Why you should centralize across platforms

Therefore, businesses need centralized systems, where all data comes together and gets updated automatically. Seamless deployment for business functions enables centralized business data storage. To connect websites with APIs and cloud-based storage systems, tools like Elementor make web design more manageable.

With a centralized approach, all information is housed within a single, easily accessible hub. Different teams, like marketing and sales work with the same live data. Such removes the silos that often delay decision-making processes and result in data inconsistencies.

Lacking centralized systems, companies depend on many different sources of truth, making operations messier. The data points of marketing teams may differ from the data points of sales teams. As a result, marketing strategies can differ from sales priorities. Over time, this siloed strategy limits growth.

Through the use of API, company business could connect inventory information between the website and the management systems. This centralized approach allows for increased visibility and ensures that stakeholders across platforms receive up-to-date information in a timely manner.

Boosting Customer Portals for Back Office Operations

Increased connection → Customer portal → Customer portals on websites→ Customer portals work → Drive(s) satisfaction and functionality They are also critical for successful integration with real-time systems as there are features of these portals only needed for system integration. This is where Elementor lends a hand by enabling visually-intuitive and highly-functional portal sections.

Good portal connects customers to operational systems that run the business. These connections are used to track orders, facilitate return, or access subscription services. Failing portals only diminish customer satisfaction as any delays or stale data directly affect their operations.

External customers engage in fragmented experience with human error and incomplete orders without integrated portals. Frustrations mount and they leave for your compete.

For example, Integrating between the support ticket portal and the internal service management system ensures smooth flow. Doing so also keeps everyone aligned for resolution purposes, and faster resolutions of issues.

Scalability Simplified: The Power of Web Flexibility

As businesses grow, website solutions need to evolve with them without starting from scratch. Flexibility enables organizations to scale without breaking the integration of the systems. Adaptive layouts by Elementor make it easy to tweak things by maintaining its working even after an upgrade.

Flexible solutions provide agility in scalability since they enable integrations on demand. When a website supports a modular approach, new functions can be added without much disruption. With capabilities such as this, businesses do not need to make unnecessary changes to their systems.

Such systems are rigid and inflexible and can lead to operational bottlenecks sooner than expected. With reconfiguring the old systems takes much time that results in stagnated growth among the teams. Being behind in such a cut-throat scene creates permanent ripple effects in revenue.

Consider a business, for instance, expanding to a new country, what they need to do is offer new payment mechanisms. Scalable site integration guarantees smooth updating of these into such systems and providing convenience for users worldwide.

Maintaining All-in-one Compliance and Security

Seamless integration works highest with security frameworks that are sturdy enough Data also needs the validation of various compliance standards by websites. Developers can use the tools provided by Elementor to add features that facilitate encryption and access control right on the site.

Businesses face data breach risks from non-compliant or insecure systems. Embedding secure workflows with linked business systems minimizes the vulnerabilities. Companies stuck finding compliance structures that have largely outlived their usefulness risk penalties, reputational damage, or even litigation.

Picture businesses, encrypted checkout processes, connected to backend systems. This proves that you can be trusted and reduces the chance of breaching.

Conclusion

Complete integration between the systems that run your business and the websites that you use to put that business in front of customers is a demand for the future. It provides to handle workflows efficiently, co-host the operation of businesses, and ushers in smart customer experience scenarios. Elementor-like platforms stay essential — they simplifies integrations, but keep the flexibility.

By investing in such connections, businesses eliminate inefficiencies or customer displeasure. They leverage operational precision with full support from technology making them outclass competition. Synchronization is not optional, it is the new standard for winning in 2025 and the next decade.

Connecting Your CRM With Customer Feedback: The Ultimate E-commerce Strategy

Posted on by Aiden Soman
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Well, imagine that you manage a store, customers enter, purchase goods, and leave without speaking a word. You don’t know if they loved the product, hated the service, or would refer someone to your business. This is what occurs when e-commerce enterprises do not connect their Customer Relationship Management (CRM) systems to actual customer feedback. Then you’re left guessing, hoping your strategies are driving the right behavior while missing out on a goldmine of insights that could help you boost customer experience.

Customer feedback is the lifeblood of any great e-commerce strategy. Integration with CRM makes a useful tool because it improves decision-making, helps better personalization, and builds stronger customer relationships. Without this connection, you’re probably flying blind, leaving money on the table and jeopardizing lives. 

10 Ultimate E-commerce Strategies for E-commerce Success:

1. Integrate Customer Reviews with Your CRM System

One key data source for e-commerce are customer review integration solutions for CRM systems. They help you assess customer satisfaction levels and identify improvement areas when integrated with your CRM. Platforms such as Yotpo allow businesses to collect reviews and sync them in real time to customer profiles in their customer relationship management platform (CRM).

For example, if a customer posts a long review that says the product is hard to use. By linking this review to your CRM, your support team can tailor their outreach and recommend tutorials or alternatives. For instance, with tag-based systems, your team is able to classify the reviews, flag complaints, juggle complaints, improve customer service, etc. It makes it actionable feedback, as opposed to words on a web site.

Fragmented feedback without review integration Teams can fall out of sync, customers can feel ignored, negative experiences can go unaddressed. When traversal of the feedback loop connects customer reviews to an organization’s CRM system, it can inform business changes, refine offering, and provide valuable experiences instead of working with guesswork.

2. Using Sentiment Analysis to Tailor Strategies

Customer feedback can pack a punch of emotions. Here, sentiment analysis tools help in identifying if comments are negative, positive, or neutral in nature automatically. Adding these tools to your CRM helps categorise customer problems and provides direction for actual solutions.

What if you got back hundreds of answers about your customer service? We use Sentiment analysis to flag mentions that are identified as negative and prioritize for your CRM. Your team can then respond, empathize, and mend the relationship. When it comes to measuring trends of customer loyalty, detection algorithms play a role here as well.

If your CRM pipeline does not have sentiment analysis, you lose an essential context from the conversation. Your business might lose customers just because of leader’s not indicating them to go. Using technology helps to make feedback actionable, targeted, and useful in your processes.

3. Moving to Automation in Customer Feedback Process

By collecting feedback manually, it takes up a lot of time. This can be done quickly, thanks to automation tools that integrate with your CRM and make sure customer insights are recorded instantly. Automation guarantees survey responses, follow-up emails, and even review requests are generated at optimal times.

For example, if someone buys a product, your system can make an automated survey to be sent. It automatically updates your CRMs through the submitted responses. Now you have real-time, structured data to enhance offerings. Workflow automation optimizes internal processes while also solidifying customer relationships.

Your business would rather be reactive than proactive in the absence of Automation. Most loyal customers are always looking for answers, delays in responding to them or feedback collection can drive them away. Automation works in synergy with CRMs to improve efficiency and massively improve customer satisfaction.

4. All-in-one marketing platforms that enhance CRM capabilities

Marketing is now not a one-channel process. Modern platforms combine email campaigns, social media messaging and more into a single interface. When integrated with your CRM, they bring marketing strategies more advanced. Platforms like these not only consolidate efforts but also help ensure the customer experience is building loyalty at every touchpoint.

When all data flows into the CRM, dynamic segmentation is just one example of how easy it can become. We could send out loyalty program updates or promotions tailored to recently purchased items visible in a customer record. Linking marketing data will keep your CRM to reflect the entire customer life-cycle. All-in-one marketing platforms that enhance CRM capabilities allows for targeted precision and creates robust campaigns.

Not integrating your CRM with these all-in-one platforms can result in the loss of opportunities. Without systems harmony, marketing efforts can be bland and not timely. Integrated platforms align your CRM to drive customer engagement based on rich, real-time insights. That is the competitive advantage that every e-commerce business desires.

5. Improving Product Recommendations Through Feedback

Customers’ preferences drive purchasing behavior. CRM system integration with feedback enables businesses to improve their product recommendation capabilities. Reviews or survey data can be used to customize suggestions to match individual tastes.

For example, your CRM can emphasize customers who are fond of outdoor items but aren’t a fan of tech-heavy gear. Recommendation engines backed by AI analyze preferences and recommend appropriate items. By doing this, you not only foster loyalty, but also open up additional sales channels.

Your recommendations may not be effective if they are not based on feedback insights. Customers want you to know them, and failing to meet their personalized needs is a surefire way to see engagement fall. Using feedback helps you create trust and sustainable growth.

6. Make use of centralized data dashboards for better visibility

With a CRM integrated with feedback tools, there are scopes to present data visually. Centralized dashboards are especially helpful in visualizing trends, patterns and outliers, for teams to take actionable insights. These dashboards can reveal customer pain points or popular product lines.

Think about how visual analytics on feedback can inform you about improving satisfaction rates. Your CRM dashboard might show that your delivery times were flagged as a problem over and over. This visual snapshot allows for faster resolution, as you’re not having to browse through raw data.

If there’s no central place to assess the data, then important nuggets may get lost. Be it manual information handling, where time is wasted and scope for error is high. Dashboards increase visibility, improve collaboration, and enable data-driven decision-making.

7. Instant Alerts to Resolve Issues as they Arise

The sooner you resolve a customer’s issues, the better they feel. A CRM integrated with feedback solutions can instantly receive alerts whenever negative feedback happens. This real-time notification means that teams can address problems as they arise.

For example, a slow shipment complaint alert can alert your support team to follow up with them right away. This also helps in increasing customer trust and dealing with issues before they escalate. These fast calls show customers that you care about their experience.

Without these notifications, frustration builds with unresolved issues. Often by the time you notice it, customers have already gone to competitors. Instant integration with CRMs ensures every single feedback can be processed in the most precise and effective manner.

8. Enhancing Customer Loyalty Programs using Insights from Feedback

The foundation of all loyalty programs is data, which serves to mirror customer preferences and satisfaction. Connecting feedback with CRM systems helps to form concrete insights to make rewarding and valuable. It discovers what brings customers back again and again.

Consider feedback that suggests most customers prefer free shipping to discounts. Your loyalty program linked to CRM can dynamically change benefits in accordance with such preferences. This adjustment retains members and inspires referrals.

Failure to heed customer input can make loyalty programs ineffective. Relevance of rewards enforces bonding. This not only increases customer loyalty but also creates a self-reinforcing feedback loop of customer retention and satisfaction that builds your brand over time.

9. Enhancing Cross-Channel Communication

Customers engage on different channels such as email, social media, and messaging. Feedback from these channels often stays in silos. CRMs that integrate this feedback have a much clearer overview of the interactions and preferences of users.

For instance, a social media comment regarding inadequate packaging should integrate with your CRM. It allows your support team to continue the conversation via email or live chat for a smooth resolution. It fills gaps and adds layers of communication across platforms.

When feedback is disassociated, experiences seem disconnected. Customers become frustrated at having to repeat information.] Having all channels in sync is how it keeps dialogues flowing, and makes the customer feel heard and valued.

10. Modeling Customers With Customer Behavior Data

Feedback is for not just figuring out current needs; it is a guide for the future. First, CRMs with predictive analytics tools assess trends from feedback data. These patterns predict future behaviors and help businesses stand out from competitors.

For example, constant issues in a product design can signal that the end of its popularity is near. Integrated with feedback systems, a CRM can recommend changes or replacements before you start seeing sales drop. It is used to inform decisions of inventory, marketing and development.

As a result, if e-commerce businesses do not turn feedback into foresight, they’re bound to lag. Knowing their needs in advance is a value that allows you to keep in contact with your customers and create long-term success plans.

Final Thoughts

Connecting customer feedback with your CRM tools is not just another item in your e-commerce strategy toolbox. It’s a game changer mixing together data, emotions and actions in one unified system. From enhancing marketing campaigns to optimizing loyalty programs to harmonizing customer interactions, this synergy does everything to improve business performance, too.

Uniting these two worlds, you solve problems sooner, anticipate trends, and create richly personalized experiences. If, to this day, your CRM and feedback tools are still not directly linked, it is high time to eliminate the disconnect. Customers are happy, and that leads to more loyalty, sales, and a business strategy that thrives. Make the connection today!

Top 6 Best CRM Services for Business in 2022

Posted on by Nick Tyne
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It can be difficult to know where to start if you’re a business owner looking for a CRM solution. There are numerous options out there, and the differences between them can be overwhelming.

With the rise of digital commerce and customer-centric businesses, a CRM that works for you is more important than ever. The following are some of the best CRM services for business in 2022:

1. Salesforce

Salesforce is one of the best CRM services for business in 2022. It’s used by more than 200,000 companies, including 98% of Fortune 500 companies and 88% of the Forbes Global 2000.

Robert Warner, Head of Marketing at VirtualValley adds “Salesforce has been around since 1999 when Marc Benioff and Parker Harris founded it. It was originally a customer relationship management (CRM) software provider but has since expanded into other areas, such as heatmap analytics and marketing automation.”

The company offers two main products: Salesforce Platform and Salesforce Enterprise:

  • Salesforce Platform is designed for businesses that want to use third-party applications to enhance their Salesforce experience. This includes everything from CRMs to project management software to e-commerce systems; the Salesforce development company builds platforms as per your business needs
  • Salesforce Enterprise is designed for organizations that want a complete suite of tools on their own servers — or in their own data centers — rather than using cloud-based software such as Google Apps or Microsoft Office 365.

2. HubSpot CRM

HubSpot CRM is one of the best solutions available if you’re looking for a CRM that can help you manage your leads, sales, marketing, and more. In fact, it’s been rated by G2 Crowd as the top customer relationship management solution in 2018.

Mark Valderrama, Founder & CEO, Aquarium Store Depot says “HubSpot CRM offers an easy-to-use interface and integrates with other tools so you can get the most out of your business. Here are some of its best features:

  • Attract customers with lead capture forms;
  • Manage leads with customizable templates;
  • Track your sales activities with reports.

3. Pipedrive

Pipedrive is one of the best CRM services for business in 2022. The company offers an affordable alternative to Salesforce and Hubspot, with a service that’s easy to use and doesn’t break the bank, says Steve Rose, Vice President at MoneyTransfers.

Pipedrive has been around since 2010 when it launched as a simple sales pipeline management system. Today, it has grown into a powerful sales tool that any size business can use — big or small — to keep track of leads, manage customers and keep track of all of your sales activities.

The service has a lot of features that make it ideal for businesses of all sizes:

  • A free plan that includes unlimited users and contacts;
  • An affordable plan for teams ($49 per user/month);
  • A premium plan ($99 per user/month) with additional features like revenue forecasting, customer management, email tracking, and more.

4, Leadsquared

Leadsquared is a sales execution CRM and marketing automation software that can be used by various industries including education, healthcare and financial services. It can increase sales efficiency and productivity, improve conversion rates, and streamline the customer support journey.

The system is easy to use and was able to help enroll more students than they have in the last 38 years, says Jessica Berry, President/Owner of The Modern College of Designs.

Additional benefits of Leadsquared:

  • All-in-one platform: Leadsquared offers a comprehensive suite of sales and marketing tools in a single platform, eliminating the need for multiple point solutions.
  • Increased ROI: Leadsquared can help businesses improve their return on investment by streamlining their sales and marketing processes.
  • Improved customer satisfaction: Leadsquared can help businesses improve customer satisfaction by providing them with the tools they need to nurture leads and close deals.

5. Zoho CRM

Zoho CRM is one of the best CRM services for business in 2022. The system is easy to use yet powerful enough to meet your needs. It has many features that are useful for managing your business, says Adam Fard, Founder & Head of Design at Adam Fard UX Agency. 

Here are some of them:

  • Email Integration: You can connect Zoho CRM with Gmail and other email providers to automatically send emails based on system events. For example, when a lead fills out a form, you can set up an email to be sent automatically asking if they would like to schedule a meeting or have someone call them back;
  • Salesforce Integration: You can integrate Salesforce with Zoho CRM so that all your data appears in one place, and you don’t have to copy anything from one platform to another. This makes it easier for salespeople because they only have to look at one screen instead of two separate ones for each product or service;
  • Reporting and Analytics: You can get in-depth analytics about your company’s performance by looking at detailed reports on sales figures, marketing campaigns, and more.

6. Insightly

Insightly is one of the best CRM services for business in 2022. It’s a cloud-based, low-cost solution that allows you to manage your contacts and leads, schedule appointments, send personalized emails, track tasks and projects, and much more.

Insightly has several features that can be useful for your business:

  • An email client that lets you manage your email accounts from one place;
  • Integrated calendar so you can see all appointments in one place;
  • Task manager to keep track of all tasks related to your projects;
  • Project management module with a Gantt chart tool to help you plan projects and see their progress;
  • Automatically sync with Google Contacts or Outlook contacts.

Staffan Ulmert, Editor in-chief at Theleak.co says “Insightly is also one of the most affordable CRM platforms available today, making it perfect for  that are just starting out.”

7. Sage CRM

Sage CRM is a leading cloud CRM solution that offers comprehensive features and functionality to help you manage your sales, marketing, and operations. Sage CRM is designed to be flexible and scalable so you can easily adapt the software to your specific needs.

Andrew Priobrazhenskyi, CEO of DiscountReactor says “Sage CRM is used by over 100k businesses worldwide, including large multinational corporations like Coca-Cola, Heinz, and Nike, as well as small-to-medium-sized businesses like retail stores and restaurants.”

With Sage CRM, you can:

  • Manage Customer Relationships: You can view contact information, send emails, schedule appointments and track prospects across multiple touch points within a single view.
  • Improve Sales Performance: You can route leads automatically based on the sales stage or create customized quote documents based on customer preferences.
  • Optimize Marketing Campaigns: Create personalized email templates that are automatically populated with relevant information from customer records, then send them out to your contacts at scale, says Abdul Saboor, Full Stack Developer at The Stock Dork.

8. KONDESK

KONDESK is a leading CRM service tailored for overseas education and immigration consultants. It streamlines processes such as lead management, follow-ups, and invoicing, significantly improving efficiency and client care.

KONDESK offers specialized tools designed to help agents expand their study abroad business. Its comprehensive features ensure that educational consultants can manage their operations smoothly and effectively.

The CRM has a lot of features that make it ideal for businesses of all sizes:

  • Improved Customer Relationships: CRMs help understand and address customer needs better, enhancing satisfaction and loyalty.
  • Increased Efficiency: They streamline lead management, follow-ups, and invoicing, boosting productivity.
  • Enhanced Data Analysis: CRMs provide insights through data tracking and analysis, aiding strategic decisions.
  • Better Communication: They improve internal and customer communication, fostering effective collaboration.

For more information, you can visit  KONDESK.

Conclusion

To sum up, CRM has become an integral part of business growth. It’s now a necessity for any company to survive in the market and compete with other businesses. If your company is not using a CRM platform, you’re missing out on the opportunity to increase sales, improve customer service, and gain valuable information about your customers. As a result, finding a CRM service that meets all your needs and helps you grow your business is essential.

Top 5 On-Premise CRM Solutions

Posted on by Mary Lyons
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“On-premise” CRM is a self-hosted and in-house CRM option, the opposite of storing data on the cloud. On-premise allows you to have complete and total control over your data and is often much more affordable than a cloud subscription. With its own CRM, you have complete control and visibility over your own database, allowing it to be fully customizable and user-specific.

On-premise CRM is more desirable for users because of its high level of data protection. The in-house setup allows for more privacy and less opportunity for security hacks. When you are able to “own” your own on-premise software you have the advantage of having it on a psychical device rather than a corporate-owned cloud you are granted access to through subscription. Whether you are looking for a CRM for call center or your small business, this article will show you our top picks.

Here Are the Top 5 On-Premise CRM Solutions:

1. Act!

Because of its contact management features, Act! contact management software is ideal for individuals and small businesses, and it has nearly always remained in the top ten CRMs on the market. The latest version adds additional features such as the ability to develop, send, and track tailored email marketing campaigns, as well as synchronization with a wide range of third-party apps.

Act! price range starts at $37.50 a month and goes up to $399 monthly depending on your database size.

2. DejaOffice

DejaOffice is a note-taking app that installs on your computer and syncs with your phone, making it simple to take notes, schedule follow-ups, and assign tasks. Use it to create a shared database that everyone in your office may access. DejaOffice PC CRM is a contact manager that runs on a PC. It is faster and more secure than web-based products. You can effortlessly keep track of all calls, meetings, tasks, emails, and texts with your customers, vendors, and associates using DejaOffice.

DejaOffice offers the most affordable price range, starting at only $49.95 for a one-time perpetual license.

3. GoldMine

Although it is more expensive, Goldmine also offers the option of a one-time license purchase. GoldMine provides quick and easy access to key data across all of your platforms. You can manage for success with fully customizable charts, colors, and datasets.

Pricing is $1992 for 3 shared users and $3195 to have up to 5 shared users.

4. Bitrix24

Bitrix24 has a number of features that might help firms with marketing and client management. Bitrix24 CRM software makes communication and organization for businesses simple. Because of these benefits, more than 10 million organizations have chosen Bitrix24 as their CRM provider.

Bitrix24 basic plan is $39 a month for 5 users and up to 24G of data.

5. InfoFlo

With InfoFLo you can instantly access your to-do list and contacts with a simple search of the name or organization. You may access your InfoFlo data from anywhere with our iPhone and Android mobile apps. InfoFlo has a variety of add-on options, including invoicing and email analytics.

Infoflo offers on-premise CRM for a one-time price of $99 with the option to add on additional features for $79 each.

Final Thoughts

When you keep data in-house, you and your team will have a better understanding and access to the data you need. On-premise CRM is more cost-effective and there will be no dealing with remote tech support.

There are many options available for varying database and user sizes when it comes to on-premise CRM. Depending on your price range, business model, and if you’re looking for a subscription or one-time license purchase, on-premise CRM is the best option for anyone wanting their data in-house rather than on a cloud server. PC CRM is a safe and reliable option for you and your database.

Outlook Customer Manager (OCM) will be Discontinued – Here’s an Alternative!

Posted on by Wayland Bruns
1

Microsoft has recently announced the end of Outlook Customer Manager, with access to your online data to be ended June 30, 2020.

Outlook Customer Manager was introduced by Microsoft in 2016 as a replacement to Business Contact manager. It sits on top of Outlook and provides key business features. Most notably, it offers Company Records, Shared Contacts, Activity History, Deal tracking, and Integrated Document Management.

Fortunately there is a good alternative with DejaOffice. DejaOffice PC CRM provides the following essential features:

  • Company Records
  • Shared Contacts
  • Activity History
  • Deal Tracking
  • Integrated Document Management
  • Integrated Mobile Apps
  • Telephone Technical Support

DejaOffice PC CRM provides a number of features that Outlook Customer Manager badly needed, but never had:

  • Category Management with Colors
  • Multiple User Scheduling
  • Integrated Tasks and Notes
  • Private Data, Database Encryption and Security

You can subscribe to DejaOffice for Outlook for $7 per month ($19.95 paid once every three months).

You can purchase a perpetual license for $99.95 (one time purchase).

Click here to download: A two-week trial.

Click here to get more info!

CompanionLink provides US based Telephone Technical Support for DejaOffice. There are three levels of support available: Free support, for general information and how-to advice, RunStart service for $49 where CompanionLink will help you set up your database and get you launched with the product, and Premium Support which provides a year of “white-glove” service for you DejaOffice CRM for Outlook site.

DejaOffice PC CRM for Outlook
Average User Rating:
Average rating: 4.84 out of 5 based on 79 reviews.
Free 14 day trial. Price $129.95

Case Study: Migrate from Microsoft BCM to DejaOffice PC CRM for Outlook

Posted on by Wayland Bruns
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Recently we were approached by a customer who used to use BCM, and wanted a solution that worked with Office 365.

The customer had used Microsoft Business Contact Manager from 2013 to 2018. They had Contacts, Accounts and Communication History. This customer had tried a migration tool to move BCM contacts to Office 365 contacts. This tool was not successful. (CompanionLink Professional can move BCM Contacts to Outlook contacts using a folder-to-folder sync.)

At the time the customer contacted us, they had not used BCM for many months. So the BCM database was out of date.

Our new product DejaOffice PC CRM for Outlook adds certain CRM functions to Office 365 Outlook (Outlook 2019). Among these functions are History Also, DejaOffice can import from older CRM systems like Microsoft BCM which was discontinued in 2016.

The customer also purchased Premium Support, which is a service where our technician could log into his computer and set everything up.

What we did was Sync the old BCM database to DejaCloud. We moved the Accounts, Contacts and Communication History. Then on the new computer, the customer installed DejaOffice PC CRM for Outlook. In addition, the customer uses a Mobile Phone and DejaOffice has the complete database there also.

The entire operation of moving the old database to DejaCloud, and sync to the new PC took our technician about 30 minutes. Most of this time was checking the data each step of the way. The actual sync time was about five minutes for both sync phases.

Now, the customer can make a new contact from an Outlook email. When they look up a Contacts, they an see the communications history imported from the old PC. And they have Caller ID and History on their Phone.

Here is a link to order this same service – DejaOffice PC CRM for Outlook along with Premium installation and one year of support. Give us a call at (503)243-3400 to schedule an installation or talk about your needs.

DejaOffice PC CRM Standalone
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