Last Updated on 7 years by RichBohn
This CRM Review examines Remotia CRM.
In-Depth CRM Review
113 Barksdale Professional Center
Newark, DE 19711-3258
Toll Free: (888) 342-4542
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Remotia business intelligence software is a subscription-based Software-As-A-Service solution offered in a per-module basis with an option to add users and modules based on preference. For low fee per module per month, companies can already make use of the premium all-in service! Companies can always choose to add or remove users depending on need which is a very flexible way to control expenses since companies pay depending on usage. There is no minimum number of users or modules required.
Remotia has found a way to address these compounding concerns and has translated problems to opportunities by breaking the barriers. Through its software products, it has continued to translate the vision to improve business processes while cutting exponential overhead costs down.
Remotia continuously expands its horizons geared to providing small and medium-sized businesses with the tools and mechanisms they need to compete with the big dogs and stay afloat.
About the Product:
Grow your business with CRM
Track leads, prospects and close more deals in less time. Keep customer data organized for up-selling & cross-selling opportunities.
Have a monthly summary as well as a detailed overview of daily and weekly schedules with Remotia’s easy-to-use Calendar feature. With this updated and clear view, never miss an appointment ever again!
Organize your proposals
Not only can you make proposals on-the-fly but you can send them from the system too. This provides a historical record of the time and date the proposal was sent, and a copy of the proposal on-record for reference.
Get paid fast with Remotia Invoice
Make your own invoice layout with the help of our templates or make your very own with your company’s identity to create and send invoices with correctness.
Keep track of your expenses
List, add and bookkeep all your expenses. Users can categorize specific vouchers with the use of color-coding scheme options available.
Get control over your support cases
This feature allows managers of companies to delegate tickets to qualified individuals based on skills, level of competence and ability to respond to the ticket at the soonest possible manner. The person should have adequate information on the ticket involved to be able to act accordingly and within the time-line set.
File & Folder Management
Users have a clear overview of all the folders previously made, as well as a historical view of activities using the iFile feature. This makes it easy for users to access the files needed over a few clicks.
The Email broadcast tool enables users to send large amount of newsletters at once in a flash. By clicking people on the subscriber list, the user will be able to send out email campaigns in a matter of seconds.
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For a proper demo of this CRM solution:
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Rich’s Video Highlights of this CRM solution:
Rich’s View of Remotia CRM:
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If you are considering this program, you should also look at these other CRM solutions:
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