Reflect CRM Software
Reflect CRM is an on-premise customer relationship management solution that enables businesses to manage customer relationships and databases. It is suitable for individuals or small businesses looking to manage their contacts and track interactions.
Reflect CRM key features include contact management and sales force automation functionality, including customer profiles, note-taking, interaction tracking, tasks, events and basic reporting.
The solution consolidates customer information across an organization which enables users to get insight into their clients and customers for decision making. Reflect CRM also allows users to automatically import information from Outlook contacts and other databases. Although Reflect CRM is an on-premise solution, its web access mode enables mobile access, as well as access for multiple users on a single account. It supports Windows and Mac OS.
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Account -
Task -
New contact -
Contact note -
Fields -
Task fields
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8
1 Review of Reflect CRM
Bill from WJM
Employees number: 1 employee
October 2016
October 2016
Great product for the price.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
I was looking for an affordable CRM product for a small company. Like many small companies, 80% of the business comes from 20% of your customers so their need is a good CRM program that can be used to manage important information about their current customers. They do not need all the bells and whistles offered but never used in many of the current CRM programs.
They need to manage information that will help them manage current customers. This program enables users to link documents to the customer so communications and jobs done can be linked and used for concise follow-up and management.
The need to pay a monthly fee for say, even 6 users, three of which are not sales is unreasonable.
This program gets the job done and future changes will likely add other desirable features.
Pros
Easy to use and configure to my customers needs.
Cons
Having experience with other CRM programs, it would be nice to have some ability to sort the data by sales person so each sales person would only see their customers.
Advice to Others
It provides the basics for keeping track of customer interaction and set up links via the Notes section to establish and link to your own Word or Excel document you establish as the template for managing work done for the customer.
