Heap CRM is a cloud-based customer relationship management solution suitable for small businesses. Primary features include contact management, lead management, scheduling and sales automation.

The lead management feature allows users to handle sales contacts and schedule customer communications. They can use the email automation feature to send automated emails to various sets of leads at different times. The dashboard feature allows users to view overdue, upcoming and current events. It offers integration with Google Docs, Google Contacts, iGoogle and Google Buzz.

It is compatible with Windows, Mac and Linux operating systems. It is also compatible with Palm Pre, Android, BlackBerry, iPad and iPhone devices. It also features offline mobile access that allows users to access Heap CRM data on mobile devices even when offline. Customer support is offered via email. Other help options include video tutorials and knowledge base.

Dashboard
Dashboard

Dashboard

Messages

Messages

Calendar

Calendar

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8



1 Reviews of Heap CRM

Overall rating

5.0 / 5 stars

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Sabrina from Marlene funding

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2017

So far so good. We are very early but seems better than our alternative .

Pros

Captures all touch points without you needing to map which things you want to capture. It allows you the greatest flexibility.

Review Source: Capterra

Displaying 1 - 1 of 1 reviews