Last Updated on 8 years by RichBohn
This CRM Review examines Relenta CRM.
In-Depth CRM Review
1616 Anderson Road
McLean, VA 22102-1602
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Yes You Can… Cut Your Workload in Half
We did 🙂 Our founder, Dmitri Eroshenko, started Relenta as a side project at Clicklab, our sister company. The idea was to take several different types of software that our team used regularly and distill them into one single program. We thought an all-in-one email/CRM/group calendar/mailing list management/task management app might help reduce busywork.
As it turned out, by interlinking all communication activity (including email messages, call notes, reminders, follow ups, tasks, voice mails, meeting transcripts) between our team and each customer, and making the whole set of information available to all employees who interact with any given account, we found ourselves getting twice as much done in half the time. Hear it from our users!
Get things done
Speaking of getting things done, we’re big fans of David Allen’s Getting Things Done (GTD) principle. Here’s how we can help implement it in your business: With Relenta, you can get pending tasks, important facts and other bits and pieces of information out of your head by pouring it all into a self-organizing system.
Relenta automatically aggregates all data associated with any relationship into a chronological activity stream, giving you at-a-glance knowledge of where you stand. This way, your mind is freed from the job of remembering everything that you need to do, and can focus on actually doing those things.
Less is more
Do you hate copy and pasting the same data between multiple software programs? Relenta puts an end to repetitive data entry. In fact, when someone sends you an email inquiry or fills out a form on your website, Relenta can automatically add them to your contact database. You won’t have to lift a finger!
Join the One Click Revolution!
Relenta is designed so that once you log into the system, it takes no more than one click to perform any of your routine daily tasks (such as read/write/search for emails, schedule calendar events, assign tasks to co-workers, create/edit to-do lists, etc). This is possible because Relenta isn’t an email client with CRM icing on the cake, or a task manager that’s integrated with email. It simply IS all of the above.
So, what do you think? Would you like to give it a try? You can read what our customers are saying, check out our live demo, or sign up for a free account, and follow us on Twitter. Thanks!
About the Product:
Relenta lets you share email between multiple users, so that it doesn’t matter if a co-worker is on vacation or located many time zones away. You can view messages associated with any contact and instantly catch up on any activity that’s taken place.
Share workload efficiently
You can share generic aliases such as [email protected] or [email protected] across multiple users. Now everyone can see at a glance which inquiries have been responded to, and which still need to be addressed.
Organize information the way you like
Outlook has folders, Gmail has labels, Relenta has both! You can file messages in folders and/or label them with shared or private tags.
Say good-bye to busy work
You can create rules to filter and sort incoming email, so that messages are automatically assigned to specific queues, users, teams, or contacts. You can also create a shared library of canned responses to reduce workload and ensure consistency. You can even set up conditional auto-responders so inquiries meeting specified criteria instantly trigger appropriate pre-written responses.
One click is all it takes
You can associate tasks with email messages and assign them to co-workers – without leaving your inbox. You can also look up the sender’s contact info (or add them to your address book) from the same screen. Once you log into Relenta, one click is all it takes to get things done.
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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 Relenta CRM:
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This review is undergoing a major update and should be available real soon now!
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If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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