Summary

edge CRM

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edge CRM

What is edge CRM?

edge CRM is a cloud-based CRM system that enables sales, service, and support teams to automate and manage operations. Businesses can forecast client trends and utilize real-time data to enhance corporate development and staff efficiency with the artificial intelligence-based platform.

Reporting, lead qualifiers, opportunities management, customer retention action planning, data protection, and security administration are all key features of edge CRM. It allows management teams to receive notifications on customer experience scores and to manage customer retention action plans if active clients are less engaged. It also gives sales managers a 360-degree overview of open and closed tasks for each prospect or client.

The Smart PDF module in the edge CRM system helps users to easily create documents, proposals, bills, performance reports, and more. Support is provided via phone and online measures, and pricing is per user, per month.

edge CRM Pricing

  • Free Plan: Not Available
  • Free Trial: Available
  • Starting Price: $10.00 per month

View Full Pricing and Plans of edge CRM ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, SaaS, Web-Based
  • Desktop – Mac
  • Desktop – Windows
  • Desktop – Linux
  • Desktop – Chromebook
  • On-Premise – Linux
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad

SUPPORT

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live Rep)
  • Chat

TRAINING

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

edge CRM Features

  • Task Management
  • Territory Management
  • Calendar/Reminder System
  • Document Storage
  • Interaction Tracking
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Mobile Access
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration

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