For small to medium-sized organizations seeking a powerful Customer Relationship Management solution, CampaignerCRM provides intuitive, mobile functionality that can be accessed from anywhere at any time. With CampaignerCRM, businesses have a hosted CRM system that not only centralizes critical customer and sales data but actually helps sell more goods, close more deals, reduce the sales cycle and increase the deal size.
Because it's hosted, CampaignerCRM is simple to set up, manage and customize. With its extremely friendly interface and feature set, companies can rest assured that the sales team will actually utilize the full capabilities - it even offers a unique sales checklist that gives the reps a step-by-step plan to closing a deal.
CampaignerCRM's social CRM capabilities seamlessly integrate a customer's latest information and updates on all the major sites - LinkedIn, Twitter and Facebook - right into their contact profile, offering sales reps valuable insight into their current attitude and how that might affect the sales process.
CampaignerCRM also offers integrated email marketing, which was designed to include leading-edge marketing features that make it simple to create dynamic, attractive email campaigns that deliver results. Because it's fully integrated, users don't have to worry about configuring add-ons or third-party apps.
All of this functionality is backed by robust, user-friendly reporting tools that offer clear visibility into the business. Users can schedule reports on a daily, weekly or monthly basis that are emailed automatically, providing real-time, actionable data on the sales process, the current pipeline and any marketing efforts.
CampaignerCRM is best suited to SMBs and can flex to suit a number of industries: banking, hospitality, real estate, the nonprofit sector and more.
Joe from Einstein's Eyes Inc
I like the fact that you can set up a sales process. This give the sales people the right tools to move the prospect along.
I don't like how the emailing tools require you to send out through the vendor. I can understand this for the mass emails. But I would much prefer hitting a button and my desktop email being populated. I never know if an email address is bad or gets kicked back.
I would highly recommend for anybody with more then one step in the sales process and any decent volume. A little time to set up but very much worth it.
Amanda from Unirise USA, LLC
The email marketing campaign features and the Mylists feature are what we like best.
The lack of quoting capability. They could have built this in to offer a more rounded software.
Seriously consider if you need quoting capabilities. If not, then this is the way to go.
Shawn from Safety Speed Mfg. Co., Inc.
The product is very powerful, and you can create all of the custom fields you want. The MyList filtering and reporting functions are very robust. I have several daily reports that are scheduled to come to me via email automatically, which keeps me from having to seek out the information.
The system does have some buggy things from time to time, but customer service has been taking care of the issues within a day or less. Email syncing between the CRM and Outlook can be a little sketchy, but you can copy and paste or just send the emails from CRM and then no problem.
Make sure that you take the time to make yours a good implementation. Setting things up on a good base was key to user adoption. I did 3x per week meetings with the users for the first month, tweaked the system to fit their use, and created tools that they use daily to get through their activities in an efficient manner.
Daniel from Aeroprobe Corporation
Be aware of the contract terms which lock the customer into this product. If you need customer service, be prepared to wait several days.
Ben from Mordex
Specialty: Software / IT
Robust program with a lot of features. Unfortunately, there are more bells and whistles than needed which overwhelmed my experience.
I was not pleased with the customer service. There is no way to cancel your account and stop having your credit card charged once set up; there is no online mechanism to even change credit cards or cancel without calling the company. Then, we had to leave what felt like an unending array of voicemails with no one picking up or even returning our calls. There did not seem to be one department in charge to speak with. We were moved from one department to another once we could finally get someone on the phone at all. I sent multiple emails to their "support" email address requesting to be cancelled. When I received no response from the company, I called their parent company J2Worldwide and got to the voicemail of the President. After leaving a frustrated message of my desire to cancel and problems doing so, I received no return call from him or a company representative.
Contact the company several times and speak to different departments before giving over your credit card for billing. If they are not responsive up front, then they won't be after you sign up. Don't just rely on the sales person's smooth talking and "fluff."