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HubSpot CRM

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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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74% 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

Notion Personal CRM logo
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Overview

Description 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 Notion Personal CRM is an easiest way to keep tracking the contacts and related conversations. This tool for organizational harmony that helps to filter through the often chaotic world of networking! This template is the perfect solution to increase productivity and ensure that all of the contacts are where and when need them. With Notion Personal CRM, contact management is a breeze. Without leaving the comfort of one page, keep track of things like people’s names and contact details, past conversations and notes from meetings, plus any follow-up tasks or action items that need to be done. With everything laid out in front of , never forget what was discussed or needed to be done afterwards! Read more
Pricing Options
  • Free Trial Not Available
  • Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Starts at $5.00.
SW Score & Breakdown

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%

74% 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
    72%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    62%

Features

Total Features
22 Features
5 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
    Referral Tracking Track and manage your referred customers.
    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
    • 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
      Referral Tracking Track and manage your referred customers.
      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
  • + 2 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
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • 24/7 (Live rep)
    • Online
    • 24/7 (Live rep)
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.9/5 8 user ratings
    Not Available
    Rating Distribution
    • Excellent

      87.5%
    • Very Good

      12.5%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Free-forever and Custom plan.
    • Free Trial Not Available
    • Starts at $5.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Community Edition Free

    Enterprise Edition Custom

    Personal CRM $5.00 $5.00

    Personal CRM Master Bundle $20.00 $20.00

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail Not Available

    Vendor information

    Company Details Located in: Los Angeles, CA

    Not available

    Contact Details

    +1 (323) 591-1514

    https://oroinc.com/orocrm/

    Not available

    https://iamsourabhshen.gumroad.com/l/personal_crm

    Social Media Handles

    Not available

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