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81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Cobalt logo
CRM Software

4.8 6 user ratings

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81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

OptifiNow logo
CRM Software

4.7 6 user ratings

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Overview

Description Cobalt is a CRM tool that helps businesses to find hidden value in their customer data. The tool aims to make every customer encounter impressive and effortless with a system that adapts to the latest technologies in the world. Users can boost their customer visibility in functions such as sales, marketing, and customer service. They can also connect their data across every internal system for easy and efficient reporting. And with the help of mobile platforms, team efforts can be coordinated across verticals. Cobalt includes a range of dedicated modules that eliminate the gap between customer communication. The tool has been designed to operate inside Microsoft Dynamics 365 with tailor-made deliveries. Managers can leverage the tool to make the efforts of their employees more data-centric and audiences can be engaged to meet their expectations in terms of registration, account updates, subscriptions, and more. Cobalt can be integrated across disparate systems such as accounting, e-commerce, event management, and more. Read more Are they tired of losing track of their sales leads and contacts? Are they looking for a way to boost their sales productivity and close deals faster? Look no further, because OptifiNow is here to revolutionize the way they measure sales with support. OptifiNow is a cutting-edge software platform designed to help professionals like they manage leads, contacts, and accounts with ease. With just a few clicks, they can access all their important data right from their device, making it convenient for they to stay on top of their game no matter where they are. But what sets OptifiNow apart from other sales software is its powerful collaboration features. Our platform allows they to work seamlessly with their team, sharing leads, prioritizing opportunities, and ultimately closing deals faster and more efficiently. No more wasted time on disorganized spreadsheets or endless email threads with OptifiNow, they can streamline their sales process and take their team's productivity to new heights. While OptifiNow is a game-changer for professionals across various industries, it is especially beneficial for small and medium-sized companies. We understand that every sale counts when you're a smaller business, and that's why we've created a platform that caters to their specific needs, giving they a competitive edge in the market. So why wait? Join the thousands of satisfied users who have seen a significant increase in their sales success with OptifiNow. With its intuitive and user-friendly interface, powerful collaboration tools, and ability to cater to small and medium companies, OptifiNow is the ultimate solution for professionals like you. Say goodbye to scattered data and missed opportunities opt for OptifiNow today and experience the difference it can make for their sales! Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    80%
  • Reviews
    64%
  • Momentum
    65%
  • Popularity
    76%

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    83%
  • Reviews
    69%
  • Momentum
    61%
  • Popularity
    70%

Features

Total Features
8 Features
11 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
  • + 5 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
  • + 8 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    4.8/5 6 user ratings
    4.7/5 6 user ratings
    Rating Distribution
    • Excellent

      83.3%
    • Very Good

      16.7%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      83.3%
    • Very Good

      0%
    • Average

      16.7%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Cobalt Custom

    OptifiNow Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Cobalt screenshot
    + 4 More
    Not Available
    Videos Video Thumbnail
    + 3 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Arlington, Virginia Founded in: 1996 Located in: Seal Beach, California - 90740
    Contact Details

    Not available

    https://www.cobalt.net/

    +1 888-571-3709

    https://www.optifinow.com/

    Social Media Handles

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