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Tradepoint CRM Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Product is available as a SaaS solution and requires no additional hardware.
Customer Focus
Vendor works with small and midsize companies.
Select Customers
Contact vendor directly for case studies.
About Tradepoint CRM
Tradepoint CRM works throughout the entire customer relationship cycle to help users manage all of their customer data across their entire website, e-mail, and accounting systems. For starters, the program handles all open opportunities, notes, logs, contact data, and e-mails.
If users work with customers over the phone, the system automatically logs the call with a timestamp and gives users the option of attaching documents to the call and tying it to an order. Additionally, several sales force automation tools make it easy to streamline opportunity management processes. Once an opportunity is ready, users can easily submit a quote, generate an order, and track all post-order actions.
About the Company
Tradepoint 360 Inc was founded in 2010.
Tradepoint CRM Key Features
- SaaS CRM software solution
- Integrates with the user’s e-mail, phone, webpage, and accounting systems to gather customer data
- Stores all data on opportunities, customers, and interactions
- Logs all calls and can attach CRM objects and documents to them
- Sales force automation system guides you through each prospect
- Tracks all post-sale actions
- Generates quotes and orders
- Imports customer e-mails and website actions
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