Lead Management & Multiple Databases

Unlike many other solutions, CallPro CRM enables you to have multiple CRM systems – up to 999 individual CRM databases – all included within one subscription. Each database can be configured separately and designed to work effortlessly with particular functions or departments of a business. Alternatively many of our customers use multiple databases to manage data on behalf of clients, enabling them to send communications on each client’s behalf.

  • Have up to 999 individual CRM databases
  • Easily customize each database yourself
  • Treat each database as separate entities or have them integrate with each other
  • Have each database assigned to a call agent and editing who can access which database using ‘User Management’
  • Color code each account to the client status and edit which fields to view
  • As a hybrid between a call centre system and a CRM system, you can store as much information on each record as you need, including history, products/contracts/opportunities etc.

 

Lead Generation Email marketing Calling Live demo

Lead Management & Multiple Databases

Bulk data changes

A range of 18 operations that can be actioned in conjunction with the extension record selection options. This unique functionality enables you to effectively manage thousands of records in just a couple of clicks. If you need to allocate data across a whole team this can be done in one operation, a significant time saver.

  • Filter by any criteria
  • Update individual records, a specific number of records, or all records in the filter
  • Allocate records to people or other “data pots”
  • Bulk update almost any field
  • Reset data for re-working
  • Copy or move data to another database
  • Set timezones
  • and more!
Bulk data changes

Data import/update

CallPro CRM can import from a range of delimited text files which includes spreadsheets such as MS Excel and OpenOffice Calc. Data can be in any format and is easily mapped to system fields. Import files can also be used to update and enhance existing records which means your system can be kept up to date and in sync with other database and data sources.

  • Easy-to-use import wizard
  • Auto set fields during import process
  • Dedupe records before importing
  • Combine multiple contact records into company account record
  • Import product/contract data
  • Import contact history data
Data import/update

API: Data acquisition and distribution

Use the api service to drive new data into the system completely unattended. The range of options includes functionality to alert someone and also make the new record the next one to be called – automatically.

  • Drive leads into the system from almost any source
  • Have a dynamic procedure to maximize data use
  • Respond to new leads in the minimum time
  • Send lead information out to third parties
  • Use CallPro CRM as a vital cog in your overall processes
API: Data acquisition and distribution

Data management

The calling process can be configured to automatically manage the data so that records are recycled or discarded to ensure data is used to its maximum. By managing the data automatically callers/agents are also made more efficient as they are not wasting time on “bad” data and concentrate on the best data at the best times.

  • Build your own workflow processes
  • Use different workflows in each database
  • Maximize data usage
  • Work your data to ensure you get the most from it
Data management

Call-back management

Call-backs can be managed manually or automatically. In automatic mode call-backs are inserted into the calling queue and presented to the caller at the appropriate time. This ensures that call-backs are done and that promised call-backs happen when they were planned to happen. This function is separate from alarms which are also available but not recommded in a calling environment.

  • Maximize data usage by ensuring call-backs are actioned
  • Ensure successful lead management by working call-backs
  • Lead management will fail without call-backs
Call-back management

Further information...

© FIVE CRM, LLC 2020