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This CRM Review examines Clevertim.
In-Depth CRM Review
212, Wickham Chase
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Clevertim Ltd is registered at the Companies House in the United Kingdom and our company number is 08211564.
We are a small software company based in West Wickham, Bromley, United Kingdom.
What do we believe in?
- We believe in delivering great products and continually invest in them to make them better
- We believe products should be as simple as possible and no simpler
- We believe simplicity delivers increased productivity as it cuts out the unwanted noise
- We believe in listening closely to our customers as they can tell us how to improve further
- We believe in great, helpful and friendly support to make our customers happy
- We believe we can be successful only if we make our customers successful
About the Product:
Contact and company/account management
- Store all your contacts and accounts in one place.
- Available to everyone in your team, for increased productivity
- Keep track of your communication, notes, emails, files and build a business intelligence database
- Use the info to build your brand, discover new opportunities, retain your customers and keep them happy. Learn More »
Sales opportunity management
- Keep all your sales opportunities in one place, available to your entire team.
- Add tasks & follow up reminders for each sales opportunity to help you nurture the opportunity towards closure.
- Never lose business again for not following up! Learn More »
- Cases are virtual folders to allow you to store related information in one place.
- Cases can be used to track inquiries, problems, complaints, requests, questions from customers and leads.
- Cases can be used for internal mini-projects: hiring for a position, organizing an event, etc.
- Cases allow everyone in your team to collaborate on a common topic. Learn More »
Tasks, meetings, reminders/follow-ups
- Tasks help you organize what needs to be done for each contact, company, case and opportunity.
- Assign them to yourself or other users and ensure they get done.
- Tasks give you visibility of what’s done and what’s still outstanding. Learn More »
Online file storage and organizer
- Store all your necessary files online.
- Attach them to the relevant contact, company, case or opportunity.
- Organize your files via a windows explorer-like interface Learn More »
Email integration: forward, CC, BCC emails to your Clevertim dropbox
- Conveniently forward, CC, BCC emails to your Clevertim dropbox email account.
- Notes will be automatically created for the relevant contact.
- No need to copy & paste notes from emails into Clevertim anymore. Learn More »
Flexible and powerful custom fields
- Need to store more information for your contacts, companies, cases and opportunities? No problem.
- You can extend Clevertim with powerful typed custom fields.
- Define them as you want to be: free text, dropdown/select from a list of values, list of your users, countries, etc. Learn More »
Easy to integrate with hundreds of apps via Zapier
- Use Zapier to integrate Clevertim with hundreds of apps including:
- Mailchimp, AWeber, Active Campaign, Constant Contact, Campaign Monitor, Mailgun, Desk, GetResponse, Freshbooks, FreeAgent, Formstack, Eventbrite Google Calendar, Google Contacts, Google Docs, Google Tasks, Gmail, Hubspot, Magento, Salesforce, SugarCRM, Shopify, Chargify, Twitter, Trello, Yammer, Wufoo, YouTube, WordPress, Zendesk, and many more… Learn More »
Integrate it, extend it, customize it via our API
- Integrate Clevertim with other sytems, internal or publicly available.
- REST-ful APIs that are easily callable from any language.
- Read more about the Clevertim CRM API on github. Learn More »
A desktop application on the web
- No slow server refreshes for every click.
- Everything is editable, in place.
- See instantly the changes other members of your team make. Learn More »
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For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please see:
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Rich’s View of Clevertim:
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