When deciding on a system to use the first thing to consider is what you need a system for. The table below lists a number of key business functions together with how CallPro CRM and Pipedrive CRM handle them. Note the call center functionality is listed first. You just need to decide which functions you need to decide which system to choose.
What was it designed for?
Expected number of calls per day
Increased calls = increased success rate
Telephone integration (CTI)
Dial directly from the CRM
Call lists
Used in call centers to define which records each agent will call
Call next record
Ease of moving to the next record to call
Call-back management
Action call-backs at the right time
Call logging and result workflow
Procedural automation
Call scripts and Call Guides
Assisting agents
Appointment booking
Ability to manage an appointment calendar
Email campaigns
Email marketing capability
Number of databases
eg for outsource companies, company departments, data management
Data management
Manipulate data in bulk
Data privacy management
GDPR and privacy control
Object Orientation
Gamification
Induce competitiveness in the sales team
Data backups and restore
Ability to restore data to a previous backup
User screen design
Mobile app
Website tracking
Lead management
Opportunity management
Reporting
Dashboards
API's
Custom apps
Two factor authentication
Single Signon
Sales orders
Cases
Appointment booking
Support
High volume outbound calling and associated tasks, including email marketing
100+
Preview dialing, auto-dialing and hangup. Out-of-the-box integration with a wide variety of phone systems, including TAPI and the low cost FIVECRM VoIP
Out-of-the-box. Can be predefined in the User Profile for each agent.
Out of the box. Single click to save the current record and dial the next one.
Call-backs presented automatically at the right time.
The user can filter manually. Alarms also available.
Wrap-up section used to select call outcome, set call-back, type notes and initiate workflow.
Easy workflow configuration for call and data management. Automatically shows next record to call.
Extensive call scripts and also call guides.
Out of the box
Advanced multi-step campaigns, one-off/scheduled/dynamic/triggered with link tracking and subscribe management.
Out-of-the-box capability to create up to 999 databases.
Extensive bulk data management functions, including assign, update, copy, move, import/insert/update,export,deduplicate, delete
Extensive functionality to manage contact channel permissions and all lawful basis.
Single flexible object to store all and any type of customer records, differentiated by various criteria
Standard
Standard
Standard. User defined fields and extensive screen layout options.
Android only, for reporting
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Live phone, chat, email support included. Maximum 4 hour response on emails. UK hours: 8:30am - 10pm; US hours: 8:30am - 5pm EST
Individuals to manage their own leads
50
No auto-dialing or hangup. Can click-to-dial using Twilio or other VoIP
Each user needs to either filter their data or use the Activity List. Cannot go directly to the next record.
Manually find the next record to call.
Must use the Activity List to manually view scheduled calls.
No option to log a specific call outcome. Can log a call but system does not automatically show and dial the next record. Ability to configure some workflows.
Not possible
Not possible
Basic mass email. 1000 bulk limit.
External add-on apps available (chargable)
One
No bulk data management
None
Fixed objects for Leads and Contacts
None
Standard
Can add new fields but limited screen design
Standard
Standard
None - deal management only
Standard
Limited
Standard
Standard
Optional, additional charge
Standard
Standard
None
None
Standard
Live chat support. Phone as additional cost.
"The beauty of your solution [CallPro CRM] is that it’s easily customisable and works really well in high volume lead generation and telesales environments out of the box."
Vitality Health
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