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Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10About Legrand CRM
Legrand CRM is a customer relationship management (CRM) solution available in two versions: Corporate CRM and Cloud CRM. Corporate CRM is server-based, while Cloud CRM can be accessed through any mobile device using an internet connection. The solution provides market and sales automation features such as campaign management, mailing list management, contact and lead management, reports creation and dashboards.
The Corporate edition includes modules such as email marketing, accounting integration, sales histories and summaries. It also includes account and contact management, list management, time and billing, document management and scheduling. The solution also helps in contract management by enabling users to link activity notes and appointments to multipl...
2 Reviews of Legrand CRM
Overall rating
5.00 / 5 stars
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June 2015
Bonnie from McWilliams & Associates Inc
Verified Reviewer
Industry: Accounting
Time Used: More than 2 years
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
June 2015
Legrand Online is powerful yet simple to use
Pros
We previously used the desktop version of the software for about 10 years and switched to the online offering a couple of years. Any new employees are able to start using Legrand right away based on the intuitive user interface. QuickBooks, SmartVault, and Legrand are the three products that work together that provide the infrastructure to run our business. We use the tasks, opportunities, calendar, QuickBooks Online integration, and activity notes so that everyone can quickly and easily see all the information related to any contact.
Cons
I love the Outlook integration but the feature I would like to see expanded is the ability to automatically attach a sent email rather than going to my sent folder to attach the outgoing emails.
March 2020
Greg from Konig Australia and Konig Surface Repairs
Verified Reviewer
Company Size: 2-10 employees
Industry: Building Materials
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2020
Powerful and easy to use and find information
A good system that allows data to be stored efficiently and as a person that has sold and specified very large CRM systems this one works well with great technical support and enhancements as required
Pros
Integration with Outlook and Gmail, the 2nd calendar which we use for repair jobs and send to our sub contractors which we made the business steps meet our requirments
Cons
Needs to integrate with MYOB and work on mobile/tablet screens
Reasons for Choosing Legrand CRM
Flexibility, stable with logically steps that integrates with key items