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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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90% 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

OroCRM logo
CRM Software

4.9 8 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 ORO CRM is a customer relationship management software used to track leads for greater business prospects. Conversion optimization, sales growth, and customer pleasure are all possible with this programme.Segment campaigns based on email marketing conversion and use dashboards to track business performance. It works with Magento's Abandoned Cart module. The programme is designed for small and medium businesses.It has a variety of features such as – Accounts and Contacts Management using which you can monitor and manage all your accounts, client interactions, and information in one location thanks to its comprehensive but user-friendly design. OroCRM also syncs and updates customer profiles, merges accounts, and associates customer information across numerous channels, eliminating the need to deal with duplicate data.One of their most beneficial features is that 360degree view – it allows you to collect information from every client interaction, such as product views, email responses, and support tickets. Everything is also recorded across numerous touchpoints, including online B2B and B2C stores, as well as social media outlets.They provide a real-time dashboard to drive strategic actions by giving insights into business performance and KPIs. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Free-forever and 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%

90% 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
    96%
  • Reviews
    76%
  • Momentum
    64%
  • Popularity
    78%

Features

Total Features
8 Features
22 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.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    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
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 5 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      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
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 15 More - Show Less
  • Unique Features
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    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
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    4.8/5 6 user ratings
    4.9/5 8 user ratings
    Rating Distribution
    • Excellent

      83.3%
    • Very Good

      16.7%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      87.5%
    • Very Good

      12.5%
    • Average

      0%
    • 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 Free-forever and Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Cobalt Custom

    Community Edition Free

    Enterprise Edition Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

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

    Vendor information

    Company Details Located in: Arlington, Virginia Founded in: 1996 Located in: Los Angeles, CA
    Contact Details

    Not available

    https://www.cobalt.net/

    +1 (323) 591-1514

    https://oroinc.com/orocrm/

    Social Media Handles

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