Product Overview of Corefactors AI CRM
Corefactors AI CRM is a cutting-edge, integrated customer relationship management (CRM) software designed to revolutionize revenue operations (RevOps) for businesses. This AI-driven, B2B SaaS solution is tailored to automate and optimize the entire customer lifecycle, encompassing sales, marketing, customer support, and customer success.
Key Functionality
- Revenue Operations Automation: Corefactors AI CRM leverages artificial intelligence to automate revenue operations, ensuring seamless collaboration among customer-facing teams and maximizing customer lifetime value and revenue.
- Comprehensive Modules: The platform is structured into four key boxes:
- Sales Box: Optimizes lead management, sales automation, and pipeline management.
- Marketing Box: Handles marketing automation across multiple channels, including email, SMS, and WhatsApp.
- Support Box: Manages customer support with advanced ticketing systems and automated responses.
- Success Box: Focuses on customer success and retention tracking.
Key Features
- Lead Management: Automatically captures leads from various sources and distributes them based on predefined criteria such as location, team, and source.
- Marketing Automation: Automates email, SMS, and WhatsApp communications, including follow-ups and notifications, to accelerate sales productivity and revenue.
- AI-based Lead Scoring: Provides AI-driven recommendations and automatic lead scoring to help sales teams prioritize and close hot prospects more efficiently.
- Pipeline Management: Offers a 360° view of the sales pipeline with customizable dashboards and advanced productivity reports to evaluate team performance and forecast sales.
- Task and Appointment Management: Automates task notifications, meeting scheduling, and appointment reminders to enhance team productivity.
- Inbuilt Cloud Telephony: Allows for one-click calling solutions, automatic call logs, and call recordings to improve team performance.
- Integration Capabilities: Integrates with a wide range of applications, including Gmail, Outlook, QuickBooks, Zapier, and various social media platforms, to ensure a centralized system for customer data and relationship management.
- Customizable Dashboards and Reporting: Provides rich analytics and reporting tools, along with customizable dashboards, to help make informed decisions efficiently.
- Mobile Access: Available as a mobile app for Android, allowing users to manage their CRM on the go.
- Workflow Automation: Automates various workflows, including ticket creation and management, customer queries, and payment renewals, to reduce manual effort and increase efficiency.
- Role-Based Access Control and Custom Fields: Ensures secure access with role-based permissions and allows for custom fields to tailor the system to specific business processes.
Pricing and Accessibility
Corefactors AI CRM offers a competitive pricing plan starting at $17 per user per month (or approximately Rs. 700 per user), with different plans catering to various business needs. The platform also provides a free trial, typically lasting between 7 to 15 days, which includes configuration of selected package features and training materials.
In summary, Corefactors AI CRM is an all-in-one CRM solution that leverages AI to streamline and optimize revenue operations, making it an indispensable tool for businesses aiming to enhance efficiency, productivity, and revenue growth.