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Azurepath REVIEW

CRM Software

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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.

Overview 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 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.

Overview of Azurepath Features

For sales reps
  • Auto-track email with
  • 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
For managers
  • 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
For finance
  • 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:

  1. Touch a box to update a lead’s sales process stage
  2. Estimate a close date by clicking a calendar icon (even if they are off, Azurepath’s historical insights will auto-correct for their patterns)
  3. 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


Azurepath Position In Our Categories

Position of Azurepath in our main categories:


Azurepath is one of the top 50 CRM Softwareproducts


Azurepath is one of the 50
CRM Software products

If you are interested in Azurepath it might also be a good idea to examine other subcategories of Best CRM Software collected in our base of SaaS software reviews.Customer Service Software, Social CRM Software, Feedback & Reviews Management Software

It's crucial to note that almost no service in the CRM Software category will be a perfect solution able to meet all the goals of different business types, sizes and industries. It may be a good idea to read a few Azurepath reviews first as certain solutions can dominate exclusively in a very small group of applications or be designed with a really specific industry in mind. Others can operate with an intention of being simple and intuitive and consequently lack complex features welcomed by more experienced users. There are also solutions that focus on a large group of customers and give you a complex feature base, however this usually comes at a more expensive cost of such a service. Ensure you're aware of your requirements so that you get a service that offers specifically the functionalities you look for.

How Much Does Azurepath Cost?

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

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually 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 wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Azurepath. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.





Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Azurepath pricing details?

Azurepath CRM solution offers a simple pricing scheme plus a 60-day free trial option.

  • $14.95/user/month
  • Unlimited use
  • All features

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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