Last Updated on 7 years by RichBohn
This CRM Review examines Elements CRM.
In-Depth CRM Review
3001B 32nd Avenue S
Grand Forks, ND 58201-6068
CRM Category: Strategic Solution – iPad
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Ntractive is the Mac Customer Relationship Management (Mac CRM) company that develops Elements CRM. Ntractive is changing the way companies collaborate, work and communicate on the Mac and iOS Devices. The company’s Elements Platform, which is part desktop and part cloud, is powered by Webkit. Webkit is the open source browser engine that is used by Safari, the iPad and iPhone and many other applications.
About the Product:
The Professional Edition of Elements CRM is the best Mac Customer Relationship Management (Mac CRM) solution for your business or enterprise. You will improve sales, increase productivity, boost win rates and grow revenue. Experience Elements CRM Professional Edition today!
Cloud Power Baby.
Keep your customers, contacts, projects, invoices and more, all up-to-date across your Apple devices. No syncing required. No management required. No getting frustrated at your devices required. The Elements CRM Cloud does it all for you. Sweet!
The Professional Edition is designed to grow with your business. It works great for a single user, a few users, or a ton of users. It’s built to work for companies of all shapes and sizes, so you decide how many users you need.
No Hardware Required.
Thanks to the Elements CRM Cloud, there’s no need to buy expensive servers or hardware, and you don’t need an IT Staff to set it up. All you need is a Mac or iOS device, an internet connection and Elements CRM to start growing your business.
We have integrated Personal Information Management (PIM), Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functionality into the best Mac Business app on the market.
Manage all your leads, prospects, clients and more. Keep track of the companies you work with and the contacts at each company. Plus, create custom fields to store the important data you need about your contacts.
Keep detailed, time-stamped notes of communication you’ve had with your leads and clients, and schedule when to make your next followup call or followup email using your call queue.
Enter the physical products you sell or keep a list of the great services you provide. Keep track of inventory, create purchase orders, and create invoices from your product or service list.
Keep projects simple and organized with this basic tracking tool. Create project templates, assign tasks and update the status as you complete those tasks. Plus, use time sheets to track time spent on different projects.
Upload company documents, project documents, or documents associated with a specific lead or client. No upload button to mess with; it uses simple drag and drop technology. Sweet!
Stay connected on the go with Elements CRM for iPad and iPad mini. No compromise, full access mobile CRM at its best. Having the best Mac CRM in the palm of your hand, you’ll never feel more powerful or look so cool.
Elements CRM for iPhone is the ultimate mobile CRM. It has all the essential tools you need to manage your Apple business or enterprise when you’re on the go. And best of all, it’s already in sync with Elements CRM on your Mac and iPad!
Elements CRM Mail is an add-on app to Elements CRM that will automatically record emails sent and received between you and your clients. This master CRM sales tool makes contact management a smooth and easy process.
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please see:
Rich’s Video Highlights of this CRM solution:
Rich’s View of Elements CRM:
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This review is undergoing a major update and should be available real soon now!
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I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!
If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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