A CRM system offers a central location for organisations to store customer and prospect data, track customer interactions, and communicate this information with coworkers. The ability to manage client relationships enables firms to expand.
The first step in good lead management is to understand your prospects. A good salesman need a sales CRM that can provide all the lead information they require.
Learn MoreIn most CRM systems, the term email tracking designates the process of monitoring email delivery inside the CRM.
Learn MoreCustomizable Dashboards: Cubevo CRM allows you to create personalized dashboards tailored to your specific needs. You can choose from a variety of pre-built widgets and customize the layout, data visualization, and key performance indicators (KPIs) displayed on your dashboard.
Learn MoreEvent Tracking and Engagement: Cubevo CRM enables you to track attendee interactions and engagement throughout the event lifecycle. You can log event-related activities, such as booth visits, session attendance, speaker interactions, or content downloads, against individual attendee profiles.
Learn MoreSell on the go effortlessly. Log calls, respond to leads, check-in to meetings, and analyze dashboards from anywhere.
Autolog calls under each record. Update call status, and save notes for calls
We have drastically reduced the number of phone calls we receive, as we're now able to send out invoices with orders, before Autopart Online, we spent a lot of time manually looking up suppliers' costs, but this is no longer an issue.
Cubevo CRM is an important tool for our business. Cubevo CRM provides excellent customer service and has a customer base that is devoted to the product.
We have been very pleased with Cubevo CRM. From a management perspective, I have really enjoyed the ability to customize the look to match our sales process. It has also been great to have 100% visibility on the progress of each project/opportunity as it moves through the Cubevo CRM. Can’t wait for the added CRM capability forthcoming!
We use Cubevo CRM to pretty much run our entire business operations including Lead Management, Deals Management, Event Tracking, Email Tracking, Reporting and more. What we really appreciate is the flexibility of the product where we can make changes as our business requirements grow. This would be extremely costly with other systems. In addition, Cubevo CRM has delivered top notch customer support in several instances where we ran into some glitches caused by user error.
Connect all your customer data on to a single platform from your CRM, booking or payments system, mobile apps, website and more
Create individualized profiles and in-depth audience segments with behavior, demographics, events and habits data
Contextually engage with your prospects and customers on their preferred channels - phone, chat or email