Clevertim CRM

4.5
(4)

Easy to use CRM for small businesses

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Clevertim CRM review by Walter F.
Walter F.
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"CRM multi-device management system for small businesses"

What do you like best?

It is a CRM tool that helps me assign and track the work done by me and other team members. Clevertim CRM uses zapier to integrate hundreds of applications such as: Twitter, MailChimp, Constant Contact, Campaign Monitor, Mailgun, AWeber, Freshbooks, Wufoo, Zendesk, and the API includes Contact Management, Retrieval of reminders, opportunities, and the management notes.

What do you dislike?

I have no complaints, this tool is easy to adapt and fulfills the tasks that are needed at a fair cost for the amount of benefits and customer service that they offer.

Recommendations to others considering the product

For those looking to have security software Clevertin stores data securely on servers regularly and keeps servers updated with the latest security patches as they come out with a data backup twice a day.

I recommend the free 30-day trial to familiarize yourself with the product and determine if it is a service you are willing to pay

What business problems are you solving with the product? What benefits have you realized?

It is software that you can open on all platforms to keep your team communicated remotely, allows small sales, marketing or customer service team to work together on sales opportunities, customer cases, track customer profiles , emails, notes, files exchanged, etc. - all in one place and available to other team members in a multitude of devices: desk, phones, tablets. Clevertim helps our team work more united allowing you to develop several administrative tasks with more productivity

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Clevertim CRM review by Michael B.
Michael B.
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"an excellent CRM interface to track and organize our sales"

What do you like best?

This interface allows our sales team to work simply with closing tickets, cases and projects. It also helps us to manage reminders and track work we do with those of other team members, also integrates emails through the forwarding box Clevertim allows integration with Zapier. Create notes automatically for convenient contact and keep files organized from powerful servers

What do you dislike?

This product has no problems, you just have to learn to use it at least 60% and you will be ready to reduce valuable time in the company. Now the administrator customizes each function quickly

Recommendations to others considering the product

Plan, streamline customers in the best way with Clevertim CRM ideal for small businesses, this software is not as complex as others, but has what is needed without entanglement and easy to adapt for people who do not know the technology well, the administrator has The ability to customize to easy and quick taste

What business problems are you solving with the product? What benefits have you realized?

We have a company that is responsible for serving the customer with Clevertim CRM we are working in the optimized way from the beginning managing all cases, storing and organizing files online, helping to manage each contact, now we have a better sales management to optimize our company

What CRM solution do you use?

Thanks for letting us know!
Clevertim CRM review by Philip B.
Philip B.
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"Clevertim a perfect CRM software to manage and track the tasks in my company"

What do you like best?

Previously, there was no CRM tool available and we felt that something important was missing that would help us solve the extensive management burden for sales and customers generating a mess. With Clevertim CRM we obtained all the functions that were sought in a single place where the administrator with a single button can manage, edit and customize each of our clients through a list with their respective descriptions and statistical analysis to bring an optimized control

What do you dislike?

the Android application is somewhat slow to login

Recommendations to others considering the product

Clevertim CRM offers a 30-day free trial, for any level of service, without having to enter a credit card. You can also demo the software in a fairly fast process by supplying your name and email address. Improve, reduce or cancel at any time.

What business problems are you solving with the product? What benefits have you realized?

We have selected Clevertim CRM to improve the comfort and speed of production, the team is more pleased to have this software that keeps us organized daily. Clevertim has a beautiful main menu composed of 8 buttons like Welcome, What's New, Contacts, Companies, Tasks, Cases, Opportunities and Folders perfect for what is done, plus we can synchronize through LinkedIn, Gmail, Outlook, Yahoo and vCard

Clevertim CRM review by Alexander C.
Alexander C.
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"Very easy to use, unlike other complicated CRMs"

What do you like best?

We looked at a lot of CRMs out there, but the vast majority are bloated with features we didn't need in our small business. We found Clevertim CRM to be a breath of fresh air in its simplicity and ease of use. It was an easy sell to my sales team. Support is very responsive, friendly and most importantly they solve the problems, not just close tickets.

What do you dislike?

If only it would integrate with Outlook, that'd be great. A bit of a dislike although the dropbox feature makes up for that a bit. Still Outlook integration would tick all our boxes.

Recommendations to others considering the product

If you're looking for something easy to use & learn, then this is it. Customer support is great too.

What business problems are you solving with the product? What benefits have you realized?

We're a small team and Clevertim CRM helped us by:

1. Having all the info in one place and visible

2. Making sure we don't forget to follow up

3. Give managers the full picture of what's going on in the business

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