Salpo CRM is a cloud-based customer relationship management (CRM) solution which is designed to be flexible, allowing users to customize data capture and workflows to suit their business.
Salpo CRM is equipped with a range of standard data fields for contact details, including email address, work and mobile telephone numbers, and website, and users can also add in any number of custom data fields to capture additional information, such as the contact type, number of employees, sales status, and more. Individual connections give users insight into their contacts, while company connections enable the mapping of company structures. Custom sales fields can also be created, allowing users to monitor any data in the sales pipeline, and contacts who have influence within the decision-making process can be linked to opportunities along with other stakeholders. Multiple fields can then be used to filter opportunities, and generate segmented lists of contacts for marketing and reporting. Custom objects and connections provide powerful options allowing businesses to shape the system to match their business focus and tie together all the elements of their operation.
Salpo CRM automatically imports sent and received emails, including legacy emails and any attachments, from connected email accounts, and stores copies of these alongside the relevant contacts. Images and documents can also be stored with contact details, giving users the ability to access and download files from within the contact profile. Full communication histories allow all users to continue conversations with customers at any point, with all relevant information in front of them. Calls and tasks can be scheduled for opportunities, and assigned to team members, to automatically generate email reminders before the action is due. Notes can also be added to opportunities to share information between users.
Vantagens
You can schedule your activities and faults. You can schedule reminders to remind you when you need to action a task.
Desvantagens
It can be clunky. I would like to see an over view of my week ahead which isn't available currently.
Hi Jemma,
Thank you for your feedback! We are happy to advise that you can accomplish viewing your week's upcoming tasks using the Communications reporting page. Select to show all Scheduled Communications where you are the Participant. Then use the Date filter and Between criteria option. Marks the dates as: From: 'Today' To: 'Relative to Today,' In the Relative to Today field you can define how far in advance you would like to look. If you select '5 days after today,' you will now view the Scheduled Communications you have recorded to take place over the next 5 days. If you will use this filter regularly, I recommend saving it so you can select the filter name from the Communications filter drop-down instead of re-entering in the criteria each day.
Please do not hesitate to let us know if you would like to review this functionality further!
Thanks again!
Kind regards,
- The Salpo Team
Fabulous and wish we'd had it earlier!
Vantagens
It's so 'user friendly' alternatives are often very complicated with things that aren't relevant. It's crucial for keeping on top of prospecting and sharing client information across the relevant teams. The look and feel of the whole system ensures all team members continue to use it rather than avoid it as has happened in the past!
Desvantagens
Can't honestly say there's anything we don't like about it to be honest.
Hi Melanie,
Thank you for your review. We are pleased to hear that Salpo enables you to keep on top of leads, and has improved communication between team members.
Thank you,
The Salpo Team
managing contacts, but mainly liked the ability to see potential business in one place.
Vantagens
The look, feel and ease of use. That and the email integration element I like a lot. I like the way its going and know there are lots more integrations in the roadmap.
Desvantagens
don't yet have the ability to use as easily on mobile, or a mobile app. struggled a little on both safari and chrome for iphone so only use on laptop/desktop.
Hi Rick,
Thank you for your feedback! We are happy to report that we will be releasing a mobile app this spring. Keep an eye on our alerts for the most recent product developments!
Thanks again,
- The Salpo Team
It is the key to running our business in an organised manner.
Vantagens
Cross referencing possibilities for clients/surveyors/solicitors. The layout is visually simple and very clear so makes it very easy to use.
Desvantagens
The fact you cannot search by field names. For example, we have a field 'next rent review'. It would be very useful to be able to search this field to bring up all upcoming reviews.
Hi Annie,
Thank you for the feedback! If 'next rent review' is a custom field, you are able to filter the list criteria by this field value. In example, show me all reviews in the next week or show me all reviews completed last week. As a date field you can look at dates as today, in relation to today or between specific dates. The dates can be filtered to show less than, less than or equal to, equal to, greater than or equal to, and greater than.
Please reach out to [email protected] if you would like to talk through this scenario further.
Thanks again!
Kind regards,
- The Salpo Team
We centralized all our communications with customers and suppliers in one place !
Vantagens
The reason with went with Salpo is because of the integration with DEAR. It's easy to use, you can connect your emails to it to keep track of all conversation. You can setup leads easily. Customer service is great and they are very helpful and polite.
Desvantagens
There is some flaws with the integration with DEAR, they don't really use the same way to manage contacts and you end up with double contact. We also had some problem with billing but customer service fixed everything.
Thank you for your review, we really appreciate the feedback.
We have now fixed the issue with duplication of contacts, and are continually improving the integration we have with DEAR.
If you need anything further, please reach out to [email protected] and we would be happy to help.
Free for up to 2 users
Bronze: £15 per user, per month
Silver: £25 per user, per month
Gold: £35 per user, per month
Abaixo estão algumas perguntas frequentes sobre o Salpo CRM.
O Salpo CRM oferece os seguintes planos de pagamento:
A partir de: GBP15/mês
Modelo de preços: Gratuito, Assinatura
Avaliação gratuita: Não disponível
Free for up to 2 users
Bronze: £15 per user, per month
Silver: £25 per user, per month
Gold: £35 per user, per month
O Salpo CRM oferece os seguintes recursos:
Os clientes habituais do Salpo CRM são:
Grandes empresas, Empresas de médio porte, Non Profit, Pequenas empresas
O Salpo CRM está nos seguintes idiomas:
Inglês
O Salpo CRM tem os seguintes planos de preços:
Gratuito, Assinatura
Não temos informações sobre os dispositivos compatíveis com o Salpo CRM.
O Salpo CRM se integra com os seguintes aplicativos:
DEAR Inventory, DEAR Inventory, Emma, Emma, Mailchimp, Microsoft Outlook, Xero, Zapier
O Salpo CRM oferece as seguintes opções de suporte:
FAQs, Fórum, Base de conhecimento, Suporte online
