Last Updated on 7 years by RichBohn
This CRM Review examines InvestWebCRM.
In-Depth CRM Review
9417 Corporate Lake Drive
Tampa, FL 33634-2359
CRM Category: Field Sales Support – Cloud
Seats: Small Enterprise
About the Company:
It is InvestWebCRM’s desire to empower organizations to gain and retain customers by providing greater efficiency and control over the sales pipeline.
As an open-platform web-based CRM solution, InvestWebCRM is easy to extend and by means of its API’s to meet an organization’s changing needs.
It is also affordable, easy-to-use and offers a competitive advantage by providing organizations with a 360-degree view of their customers. Businesses in all vertical markets ranging in size from the SMB through the enterprise leverage the power of InvestWebCRM every day.
About the Product:
We know the importance of security, and as a fully PCI compliant processor we hold your customers security as our number one priority. This added security allows us to maintain your customers card on file information for you. And as your processor we can improve the quality of sales produced by cost per aquisition internet marketing by performing a series of scrubs that ensure the customer is real.
Multiple Credit Card Gateways
The API and Orders Interface both support real time transaction processing against the credit card gateways.
Automated transaction processing insures that your customers are billed on time every time.
InvestWebCRM supports several Credit Card gateways including; PayPal, Authorize.Net and Litle. Not only that, we have the ability to preauthorize incoming sales to ensure that they are valid before paying affiliates for them.
InvestWebCRM can help you enter the global market by supporting domestic as well as offshore merchant accounts.
Third Party Verification
InvestWebCRM provides third verification services and reports to insure that state and federal guidelines are upheld. This will ensure you get the quality of sale you expect and protect your merchant accounts at the same time.
And dont forget the reports, InvestWebCRM has an ever growing supply of reports that are available to assist you in making day to day business decisions. Including, Transaction Summary, Order Flow, Order Summary, Sales package customer reporting and many, many more..
With our extensive API and templates you can get up and running taking order online in a flash.
The extensive order constraint system provided by InvestWebCRM is designed to provide the most flexibility possible for limiting duplicate orders.
InvestWebCRM provides all the tools you need to register your affiliates, provide them with ads, and track their performance.
Ads & Ad Code
The Ads interfaces in the InvestWebCRM system allow for the creation of Image and Text Ads that track not only clicks but also impressions when placed.
InvestWebCRM makes it easy to add your employees, set their security levels, review their history, establish relationships between your employees and notify employees of company updates with news letters.
With InvestWebCRM you will never run out of ways to price, catalog and fulfill your products or service.
The enhanced lead management system in InvestWebCRM, is designed to allow you to organize your leads for optimum marketing performance.
Once your leads are organized into distinct marketing groups, InvestWebCRM’s email marketing system is designed to allow you to prepare your E-Mail marketing campaigns far in advance for delivery on a schedule.
Opt Out Service
Any good email campaign needs an opt out list and suppression file, InvestWebCRM makes it easy, with simple plugins that you load on your site to allow members to opt out of marketing.
Self Service Customer Service Sites
InvestWebCRM include a state of the art “Self Service” customer service module. This module can be placed within your website to allow customers to login to their accounts and obtain transactional information, billing information, shipping and tracking information just to name a few. This module reduces to need for costly customer service reps.
InvestWebCRM provides a rich set of Web Based Programmer Interfaces that allow your in house IT department to post and query your database. If you don’t want to take advantage of our template sites, your web developers can access all the shopping and processing features using SOAP or HTTP POST.
We provide a rich set of ever expanding telcom services targeted at diverse markets, in short we have something for just about anyone. This provides our clients the ability to rebundle our services in flexable configurations to provision their customers with periodic services. This turns the expensive one time sale into the potential of monthly residual income.
Competitive Home Or Business VOIP
With our voice over ip product we can provision a complete home , office or call center with competitive phone services. If your customers want to keep their existing phone numbers that’s no problem, we can do that too. All they need is a high speed internet connection and we do the rest.
Click To Call
Our click to call product brings your customers closer to you, by allowing your customers to provide a phone number and click a button on your web page to initiate a phone call from you to them. This can also be used to place the customer in a custom informational IVR.
Internet Presales Verification.
With this service your customer provides a valid telephone number of their current location. An automated call is placed to the customer providing them with a approvial code. This one time use code is entered by the customer on their order form. Once the order is submitted the approvial code is valided to accept the order.
Automated Postsales Verification
This service will place a call to the customer after a sale has been completed. A recording will be played to the customer and the customer will respond with an affirmative or decline.
With our toll free services, you can quickly and easily get up and running with a new toll free number providing your customers with national local access to you.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of InvestWebCRM:
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If you are considering this program, you should also look at these other CRM solutions:
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