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Boolment CRM Review

Boolment CRM
Our score: 8.0 User satisfaction: N/A

What is Boolment CRM?

Boolment CRM is a multi-functional client, lead, and contact management software that offers marketing and analytics capabilities. It lets you rigorously organize information about your products, customers, and prospects for you to provide the best materials to your audiences and thereby build fruitful relationships with them.

You can also stringently ensure that you meet your clients’ needs especially when it comes to support. That is why Boolment CRM has a customer service management module that assists your representatives in addressing queries and issues. Aside from that, this provides clients with a dedicated self-service portal for swift and easy access to their information.

Moreover, Boolment CRM serves as your file and document repository. With it, you can seamlessly access data regarding your business, products and services, and customers when needed. This paves the way for rapid responses to client queries as well since your sales and customer service representatives can easily draw information from the software.

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Overview of Boolment CRM Benefits

Contact & Data Organization

For your business to grow, you need a software that can help you keep your contacts in order. Boolment CRM helps you in that regard as you can use it to store information about your partners, vendors, and customers that you can quickly access when you need to communicate with them.

Moreover, you can utilize the software as a repository for files and documents. You can even associate these with the contacts, leads, and customers they are related to. As such, whenever you need relevant information, you can pull up pertinent material expeditiously.

Sales Pipeline Management

Boolment CRM has a robust sales module that allows you to funnel your leads to the right directions at the optimum moments. With it, you can take advantage of opportunities and convert more prospects into paying customers.

Detailed Reports & Dashboards

When you need a quick overview of business information, Boolment CRM gives you that through its detailed dashboards. You can customize these to display the data that are most pertinent to you so you can immediately see material that you need.

Furthermore, Boolment CRM can give you thorough reports on different things. You can utilize the data generated by the software to improve your products and services, customer service, and your business strategies.

Client Self-Service Portal

When customers want to view information, you can give them a swift solution through the self-service portal. Boolment CRM enables you to set-up one for your customers for them to see and update their profiles by themselves. This reduces calls to your customer center and empowers your clients by letting them have control over their data.

Different Communication Methods

With a robust CRM within your reach, you can connect with your prospects and customers through different channels. As such, you can connect with them via their most preferred method. And whichever that is, you can expect to have details of exchanges, actions taken, and actions that need doing to be displayed on the Boolment CRM system for sales representatives to do follow-ups.

Workflows & Approvals

You can employ Boolment CRM to create an effective workflow for the different teams in your company. When you have it set, everyone can follow it for a more efficient conduct of tasks, especially when people need approvals to take definite actions.

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Overview of Boolment CRM Features

  • Products Management
  • Quotes Management
  • Order Management
  • Invoicing
  • Electronic Signature Support
  • Recurring Billing
  • Payments Management
  • Reminders
  • Profile & Contact Management
  • Customer Activity Reports
  • Service Requests & Orders
  • Contract Administration
  • Complaints & Cases Management
  • Escalation Workflow
  • Employee Management
  • Service Planning & Analytics
  • Customer Self-Service Portal
  • Sales Forecasting
  • Incentives & Commissions Management
  • Opportunity Management
  • Pipeline Analysis
  • Document Management
  • Campaign Management
  • Customer Segmentation
  • Lead Management
  • E-Marketing
  • Trade Promotions Management
  • Marketing Planning & Analysis
  • Statistics Dashboard & Reports

What Problems Will Boolment CRM Solve?

1) Increased Sales

With Boolment CRM, managers can monitor the performance and progress of their sales teams. More than that, this application can tightly integrate the sales group with the marketing department. As such, the sales unit can gain complete visibility into marketing campaigns and be well informed to close deals while giving their manager insights into their actions. Furthermore, users can access the solution offline and when they are on the go through mobile applications. Moreover, the software has automation capabilities that put into autopilot many tedious tasks such as sending follow-up communications and creating quotes to reduce the administrative responsibilities of the sales team.

2) Historical Data Access

Boolment CRM stores information regarding past transactions and communications with contacts, prospects, and customers. Thus, representatives from sales, marketing, and customer service departments can view historical data to help them ascertain how they can pick up communications with clients and prospects and to ascertain which marketing methods work best. You can even use these details from the past to analyze trends and build stronger and better business models to improve your operations continuously.

3) Detailed Reporting

Because of its ability to capture different kinds of data, Boolment CRM can provide highly detailed reports to users when they need them. Because it can integrate with various tools, the solution can provide visual reports that are easily digestible. Aside from that, it can generate spreadsheets based on information from dashboards. With this wealth of information, managers and key personnel can review their teams’ performances on multiple aspects and use these insights to train their members and enhance their services.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

Boolment CRM Position In Our Categories

Bearing in mind businesses have distinct business requirements, it is prudent that they steer clear of picking a one-size-fits-all, ”best” software system. Be that as it may, it would be futile to chance on such an app even among recognizable software systems. The rational step to do would be to make a list of the varied key functions which call for a inspection including crucial features, plans, skill competence of the employees, company size, etc. The second step is, you should perform your product research comprehensively. Read these Boolment CRM analyses and scrutinize each of the solutions in your list in detail. Such comprehensive research can make sure you steer clear of unsuitable software solutions and buy the system which offers all the tools your company requires for optimal results.

Position of Boolment CRM in our main categories:

TOP 200

Boolment CRM is one of the top 200 CRM Software products

If you are interested in Boolment CRM it might also be a good idea to examine other subcategories of CRM Software listed in our database of B2B software reviews.

Companies have unique needs and requirements and no software platform can be just right in such a scenario. It is pointless to try to find an ideal off-the-shelf software system that meets all your business needs. The smart thing to do would be to modify the system for your specific requirements, worker skill levels, budget, and other elements. For these reasons, do not rush and subscribe to well-publicized leading applications. Though these may be widely used, they may not be the perfect fit for your specific needs. Do your groundwork, check out each short-listed platform in detail, read a few Boolment CRM CRM Software reviews, call the seller for clarifications, and finally choose the product that presents what you want.

How Much Does Boolment CRM Cost?

Boolment CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Boolment CRM pricing details?

Boolment CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Boolment CRM is a robust application that allows you to cover different aspects of your business. If you are interested in making your business more organized and to increase conversions with this solution, you can request custom enterprise pricing from the sales team by phone, email, or web form.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We know that when you decide to get a CRM Software it’s crucial not only to find out how professionals score it in their reviews, but also to discover if the actual users and companies that purchased this software are actually happy with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Boolment CRM reviews across a vast array of social media sites. The data is then displayed in an easy to digest form showing how many clients had positive and negative experience with Boolment CRM. With that information at your disposal you will be ready to make an informed business choice that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Hindi

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Boolment CRM?

You can integrate Boolment CRM with your existing third-party solutions such as ERPs, HRMS, inventory managers, and more.

Boolment CRM User Reviews

Boolment CRM average rating:

Average score
4.8/5 (3 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Rose Mary

PROS: been a great help to me! will help you too. great team members and great service provided!

CONS: no one would actually say that this company is a start-up! totally had fun working with them!

Reviewed 5 years ago

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The least favorable review

Anonymous Reviewer

PROS: Doing an Internship here is a great idea. Working hours are flexible and there is no pressure. You will learn a lot of things.

CONS: There are no cons to working in this organization.

Reviewed 4 years ago

Read full review >

More reviews from 3 actual users:

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  • Latest
  • Most useful
  • Most positive
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Amazing Experience

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Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 01.07.2021 Company Size: N/A Industry: N/A

PROS: Doing an Internship here is a great idea. Working hours are flexible and there is no pressure. You will learn a lot of things.

CONS: There are no cons to working in this organization.

What do you think about this review?

Great Poor

wonderful!

Read full review >
Rose Mary
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.01.2021 Company Size: N/A Industry: N/A

PROS: been a great help to me! will help you too. great team members and great service provided!

CONS: no one would actually say that this company is a start-up! totally had fun working with them!

What do you think about this review?

Great Poor
Show More User Reviews (3)

I worked as an intern. It is really a good experience and have learn so many things. seniors are als

Read full review >
Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.01.2021 Company Size: 51-100 Employees Industry: Utilities

PROS: It was great working with the people. I worked as an intern in this company and must say I have learned so many things. Great Experience!

CONS: NO

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Boolment CRM user reviews

Amazing Experience

Read full review >
Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 01.07.2021 Company Size: N/A Industry: N/A

wonderful!

Read full review >
Rose Mary
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.01.2021 Company Size: N/A Industry: N/A

I worked as an intern. It is really a good experience and have learn so many things. seniors are als

Read full review >
Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.01.2021 Company Size: 51-100 Employees Industry: Utilities
Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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