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Azurepath Review

Azurepath
Our score: 9.0 User satisfaction: 100%

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 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.

Overview 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
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

Knowing that companies have distinct business requirements, it is only wise that they abstain from deciding on a one-size-fits-all, ideal business application. Nevertheless, it is almost impossible to find such application even among well-known software systems. The rational step to do should be to spell out the varied essential functions which need consideration like critical features, plans, skill ability of staff members, business size, etc. The second step is, you must double down on your research fully. Read some Azurepath reviews and scrutinize each of the solutions in your list in detail. Such well-rounded product investigation guarantee you keep away from unsuitable software solutions and select the system that delivers all the function your business requires.

Position of Azurepath in our main categories:

TOP 50

Azurepath is one of the top 50 CRM Software products

If you are interested in Azurepath it may also be beneficial to investigate other subcategories of CRM Software collected in our database of SaaS software reviews.

Every organization has different wants and needs an application that can be personalized for their size, kind of employees and customers, and the specific industry they are in. For these reasons, no software can provide perfect functionality out-of-the-box. When you try to find a software app, first be sure what you want it for. Read some Azurepath CRM Software reviews and ask yourself do you desire basic functionality or do you want advanced tools? Are there any industry-specific tools that you are looking for? Obtain the answers to these questions to aid your search. There are plenty of aspects that you need to reflect on and these include your budget, specific business needs, your company size, integration needs etc. Take your time, try out a few free trials, and finally zero in on the platform that offers all that you require to enhance your company effectiveness and productivity.

How Much Does Azurepath Cost?

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 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

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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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

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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Reviewed By Nestor Gilbert
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