Cobalt vs REI Automated CRM Comparison

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

CRM Software

4.8 6 user ratings

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75% 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 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

REI Automated revolutionizes CRM management by removing tedious tasks, allowing users to focus on closing deals more consistently. This flexible, highly customizable platform adapts to every aspect of your CRM deployment, making it the ultimate tool for saving time and money. Designed to streamline lead engagement, acquisition processes, and follow-ups, REI Automated features a built-in phone system with crystal-clear call recording for seamless communication. Drip campaigns are easily managed through automated email, text, and ringless voicemail follow-ups, ensuring prospects and clients stay engaged. Additionally, users benefit from an extensive training library with video tutorials to help teams customize their experience and maximize efficiency. By providing precise KPI tracking, the system enables businesses to measure performance and accelerate growth effectively. REI Automated is the ideal solution for professionals seeking to simplify CRM management while fostering meaningful connections with prospects and clients. 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%

75% 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

73%
Reviews

60%
Momentum

63%
Popularity

63%

Features

Total Features	8 Features	8 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 Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking 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 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 Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and 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. 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 Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking 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 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 Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. + 3 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	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

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud	SaaS/Web/Cloud
Modes of Support	Business Hours Online	Business Hours Online

Reviews & Ratings

User Rating	4.8/5 6 user ratings	Not Available
Rating Distribution	Excellent 83.3% Very Good 16.7% Average 0% Poor 0% Terrible 0%	Not Available
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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	Starter Custom Professional Custom Scaling Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

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