Clevertim

Clevertim

Web-based Contact Management System

(1 review)

Clevertim Overview

Clevertim is a contact management and CRM (customer relationship management) solution for small sales, marketing or support teams. The solution enables teams to collaborate on sales opportunities, customer cases and keep track of all customer interactions.

With Clevertim, all customer contact information and details of customer interactions are stored one place and visible to all of the team. A record of all interactions is kept and attached as a note to each customer profile, ensuring that no communications are forgotten about. Updates, notes and lead status changes are visible to all members of the team in real time.

Users can define their own custom fields for contact, company, case and opportunity information and in doing so, customize Clevertim for their business. Clevertim's email dropbox feature enables users to forward emails received from contacts to their email dropbox, where they're automatically attached as notes to the corresponding contacts. Furthermore, Clevertim stores all data in the cloud and backs it up twice daily.

Users can set to-dos and reminders to follow-up with leads, helping to ensure the closure of sales, improve customer retention and avoid loss of business through disorganization.

Pricing

Starting from
US$24,00/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Clevertim Reviews

Overall rating
0/5
100% positive reviews
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Z. G.

Best CRM for small companies.

Reviewed on 2014/08/24
Review Source: Capterra

After years of using cumbersome, complex, and expensive CRM solutions, we have migrated to Clevertim and never looked back. Super-responsive customer support, affordable pricing, and none of the superfluous features and time-consuming screens of "big name" CRM alternatives.

Just the info you need, when and where you need it, saves time. Brilliant (!) tagging system allows any user to tag any record with any words, at any time, minting new tags on-the-fly. This function obliterates the need for multi-dimensional databases, and allows the users across the company to tag and group records as they see fit, on-the-fly.

Integral e-mail and document management, opportunity / case management, and lots of options for team collaboration.

One exception to our enthusiasm is the somewhat "rough" UI, including clickable buttons placement and size, and overall appearance... however, once you get used to the UI it becomes a non-issue.

Last but not least:
1. On 2 occasions we made a request for new functions. In both cases our wishes were granted and implemented within less than a week.
2. Not a single incidence of system down in 2 years.
3. Takes less than 10 seconds to add/delete a user.
4. Takes less than 15 minutes to train a new user (basic)
5. Seamless growth from 1 user to 1,000 users
6. New features added on a regular basis.

SUMMARY: From the team at AeroBearings, LLC: "Thank you Clevertim!"

Rating breakdown

Ease of Use
Customer Support

Clevertim Pricing

Starting from
US$24,00/month
Pricing options
Free Trial
Subscription

Basic: $24/month (up to 6 users and 5000 contacts)

Professional: $49/month (up to 15 users and 20000 contacts)

Premium: $99/month (up to 40 users and 30000 contacts)

Clevertim Features

  • API
  • Custom Fields
  • Customer Database
  • Email Integration
  • Reminders
  • Third Party Integration

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration

Additional information for Clevertim

Key features of Clevertim

  • Assignment management
  • Automatic reminders
  • Case management
  • Client database
  • Contact database
  • Contact history
  • Custom fields
  • Custom forms
  • Customer database
  • Customizable fields
  • Document storage
  • Email integration
  • Extensible architecture
  • File management
  • Lead assignment
  • Opportunity management
  • Sales opportunity management
  • Task planning
  • Third party integration

Benefits

  • Store all contacts, accounts and their entire interaction histories - emails, notes, quotes and proposals - in one place for everyone in the team to access at any time.

  • Store all files online, attached to the relevant case, contact or opportunity. Files can be organized via a Windows Explorer-like interface.

  • Organize meetings, follow-ups and reminders for each contact or opportunity and assign and track the work done by each member of the sales team.

  • Virtual folders - called cases - can be used to track customer requests, inquiries, and complaints as well as for internal mini-projects such as hiring and events.

  • Clevertim integrates with hundreds of third party applications via Zapier.

  • Clevertim FAQs

    Below are some frequently asked questions for Clevertim.

    Q. What type of pricing plans does Clevertim offer?

    Clevertim offers the following pricing plans:

    Starting from: US$24,00/month

    Pricing model: Subscription

    Free Trial: Available

    Basic: $24/month (up to 6 users and 5000 contacts)

    Professional: $49/month (up to 15 users and 20000 contacts)

    Premium: $99/month (up to 40 users and 30000 contacts)

    Q. What are the main features of Clevertim?

    Clevertim offers the following features:

    • Assignment management
    • Automatic reminders
    • Case management
    • Client database
    • Contact database
    • Contact history
    • Custom fields
    • Custom forms
    • Customer database
    • Customizable fields
    • Document storage
    • Email integration
    • Extensible architecture
    • File management
    • Lead assignment
    • Opportunity management
    • Sales opportunity management
    • Task planning
    • Third party integration

    Q. Who are the typical users of Clevertim?

    Clevertim has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Clevertim support?

    Clevertim supports the following languages:

    English

    Q. What type of pricing plans does Clevertim offer?

    Clevertim has the following pricing plans:

    Subscription

    Q. Does Clevertim support mobile devices?

    Clevertim supports the following devices:

    Android

    Q. What other apps does Clevertim integrate with?

    Clevertim integrates with the following applications:

    ActiveCampaign, ActiveCampaign, Akita, Aritic, Cyfe, Mailchimp, Mailjet, Retently, SimplyCast, Twitter

    Q. What level of support does Clevertim offer?

    Clevertim offers the following support options:

    Online Support