CLOUD CRM

– Servora CRM Review

Servora CRM

For your sales team, Servora CRM has the tools you need to manage and share information on leads, opportunities, and customers. When handling leads, the program can automatically assign and distribute them to your sales reps, provide search tools for when your leads database becomes unwieldy, and track leads’ activities and history. For opportunities, Servora CRM facilitates the sharing of opportunity data so that your team can work collaboratively to close deals and tend to customers. For customer data, this software tracks each interaction, opportunity, and activity to paint an accurate profile of each client. Additionally, this program has customer service and scheduling features.

About Servora
Since 2004, Servora has been providing on-demand CRM and ERP solutions for businesses. Servora initially formed as a reaction to companies’ troubles with managing business workflows. The company uses a hybrid of business intelligence, technology, and operational services to meet their customers’ needs.

Servora CRM Features

• Manages information on leads, opportunities, and customers
• Can manually or automatically assign your sales reps leads
• Automatic lead routing and capturing from website signups
• Tracks each lead’s history and allows you to assign activities and events to each one
• Search engine for leads
• Makes it easy to share opportunities information so that your sales reps can collaboratively work on deals
• Tracks customer history data
• Customizable dashboards and schedules
• Reminder system that notifies workers of upcoming tasks
• Online customer case filing system that sends inquiries to your customer service department
• Customers can track their own cases, orders, and RMAs
• Online knowledge base provides answers to routine customer questions