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Azurepath Review
What is Azurepath?
Azurepath is a comprehensive and powerful customer relationship management solution (CRM) to small and medium-sized businesses. This platform is built with sales performance monitoring, forecasting capabilities and functionality for automating sales pipeline tracking.
Show MoreOverview of Azurepath Benefits
Azurepath is unique because it eliminates five traditional CRM pain points:
First, the batch import feature automates data entry and instantly update your data at any time using an Excel or CSV file. Drag and drop your existing business list of accounts, leads and/or contacts to get started or use Azurepath’s downloadable templates to guide you.
Second, you can automate communication tracking by adding cc@azurepath.com to any email and automatically track all sales rep communication. You can also add a canned lead note in just two touches after a call or meeting. No more manual taking of notes.
Third, you eliminate tasks and reminders buy automating lead follow up. You can also apply a color coding scheme to help you identify leads that require attention or are closing soon. There is no need for you to perform countless tasks and set tons of reminders.
Automated reporting and trend analysis means there is no need to run reports manually or build a dashboard from the ground up. Just select the information you want shown on your page while the more complicated charts are just a click away.
With Azurepath, you can create a razor-sharp, super accurate forecast months into the future using simple sliders and Azurepath’s automated historical performance insights that guide your selections. No more tedious cash flow analysis ever again.
Show MoreOverview of Azurepath Features
For sales reps
- Auto-track email with cc@azurepath.com
- Global search to find any contact, lead or note
- Batch import and edit accounts and leads
- One touch updates (no separate edit states)
- Cold and closing leads hi-lighted automatically
- Option to create recurring leads automatically
- Canned lead notes for rapid lead updates
- Integrates with Yesware’s bcc feature
- One touch google navigate to accounts
- Eliminates need to build and run reports
- Filter any data by team or individual
- Set targets for teams and reps for any period
- Quickly spot aging pipeline issues
- Automatically track current versus past results
- Automatically track lead stage aging
- Boomerang a lead option keeps pipeline clean
- One touch insights hilight key trends
- Export any list for easy sharing of information
- Accurately forecast cash six months out
- View cash flow scenarios with insight guidance
- View and update all invoices in one location
- Multiple currency options (Euro, Pound, etc.)
- Track accounts receivable performance
- Experiment with growth or pricing changes
- Integrate monthly company expenses
- Automatically account for CoGS
What Problems Will Azurepath Solve?
Problem 1: Training their sales team to consistently use their CRM.
Learning how to use Azurepath takes just a couple of minutes. As long as a sales team member can:
- Touch a box to update a lead’s sales process stage
- Estimate a close date by clicking a calendar icon (even if they are off, Azurepath’s historical insights will auto-correct for their patterns)
- Add a canned touch note to a lead in two touches
Problem 2: Keeping pipeline current and free of bloat.
Azurepath employs simple color coding to track active versus inactive pipeline. Leads that have not been touch in 60+ days are flagged automatically for a real-time and simple visual queue.
Problem 3: Forecasting cash flow to make important business decisions.
Azurepath seamlessly integrates lead and payment data to provide a crystal clear view of future cash flow. Simple sliders with historical performance guides allow users to fine tune the forecast range, lead inclusion, lead confidence %, lead close date accuracy and more.
Awards & Quality Certificates
How Much Does Azurepath Cost?
Azurepath Pricing Plans:
Free Trial
What are Azurepath pricing details?
Azurepath Pricing Plans:
Free Trial
Azurepath CRM solution offers a simple pricing scheme plus a 60-day free trial option.
- $14.95/user/month
- Unlimited use
- All features
User Satisfaction
Positive Social Media Mentions
12
Negative Social Media Mentions
0
We realize that when you decide to buy a CRM Software it’s crucial not only to learn how experts rank it in their reviews, but also to check whether the actual clients and companies that purchased these solutions are indeed satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Azurepath reviews across a vast range of social media sites. The data is then displayed in an easy to understand way revealing how many clients had positive and negative experience with Azurepath. With that information at your disposal you will be ready to make an informed business decision that you won’t regret.
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Azurepath?
Azurepath offers integration with the following business systems and applications:
- Yesware
- Gmail
- Google Drive
- Box
- Dropbox
- Quickbooks
- Xero
- Excel
- Constant Contact
- Outlook
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