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Corefactors Review

Corefactors
Our score: 8.0 User satisfaction: 97%

What is Corefactors?

Corefactors is an AI customer relationship management system that supports RevOps. It aims to break down organizational barriers between marketing, sales, and success teams and bring them together under one roof to maximize revenue. All facets of education, real estate, banking, healthcare, and other industries are catered to by Corefactors AI CRM.

Corefactors aid in sales automation by automatically recording inquiries and leads from various sources, automating breach alerts when leads go unattended, and offering suggestions on which leads to focus on next. The platform also includes cutting-edge call routing technology to guarantee the workers’ highest level of productivity. As soon as a call is placed to your virtual or IVR number, it also automates the creation of leads or tickets.

The platform provides advanced predefined engagements for leads and customers based on SMS, Email, and WhatsApp and automatic relationship management tools. Through its Rev-Ops enablement, Corefactors also assists disjointed sales and finance teams in cooperating, enabling them to recognize missed opportunities and retain more clients.

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Overview of Corefactors Benefits

Integrated platform

Corefactors AI CRM is a single integrated platform for entire revenue operation teams which includes Sales, Marketing, Customer Support and Customer Success. It helps break silos between teams by syncing all the teams at same level and incorporating appropriate signals and nudges across the customer life cycle. It captures customer interactions across touch points using APIs and makes it available real-time to its users, providing a 360° view of customer journey.

Workflow automations

It automates vital operations like lead capture, lead distributions, tickets, tickets assignment, user’s activity tracking, engagement across customer lifecycle via SMS, Email and WhatsApp. Once the lead is in the system, agents (sales, marketing, customer support and customer success) can perform engagement related operation in few clicks. The software is packed with multiple automations, triggers, and notifications to help agents prioritize leads, tasks so that they never miss hot opportunities, follow-ups, scheduled meetings, and more to achieve high efficiency and productivity.

Rich Analytics and customized reports

The core value of Corefactors AI CRM is to enable seamless flow of data across teams, sync all teams at same level. It captures customer interactions across touch points using APIs and makes it available in real-time to its users across teams.
Business can easily access real-time reports on revenue, win rate, conversions – by source, type, users, locations, and more across individual, teams, region-wise, etc. You can configure different stages for leads and track where they are getting stuck, or taking longer and accordingly take action. You can track performance and productivity of individuals and teams. You can access reports on marketing campaigns across Email, WhatsApp and SMS. You can set priority and define SLAs for different customers queries track closed and open tickets, TAT for each ticket, tickets that missed SLAs and their priority. Also, you can track no. of customer renewed, renewal rate, recurring payments and outstanding (of any).

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Overview of Corefactors Features

Lead Management and Sales Automation
  • Automatic lead capture from multiple sources using APIs
  • Inbuilt cloud telephony with call recording and call tracking
  • Inbuilt communication channels like call, SMS, Email, WhatsApp for engagements
  • AI-based predictive lead scoring and pipeline analysis
  • Lead journey engagement automation across sales cycle
  • Automatic alerts, triggers and notifications
  • Data Imports and exports
  • Follow-ups reminders and notifications for calls, meetings, etc.
Mobile CRM (for sales)
  • Real time access to customer data
  • Create, update tasks, schedule follow ups and meetings on the go
  • Geo tagging to track field executives’ real time
Marketing Automation
  • Nurture leads via contextual and personalized automated communications
  • Use Content Manager to create personalized templates for SMS, Email and WhatsApp
  • Inbuilt landing Page editor
  • Campaign scheduling over SMS and Email
  • Drip campaigns
  • Bulk SMS and Emails
Ticketing system/Helpdesk
  • Multiple ticket SLAs
  • Ticket Auto Reply/ Notifications
  • SLA breach notifications
  • API ticket creation with auto assignment
  • Custom stages
  • Ticket dashboard
Customer Success Management
  • Payment gateway integration using API
  • Transaction fields customization and tags creation
  • Renewal Automation
  • Dashboard to track past purchase, recurring payments, dues, etc.
Dashboards and analytics
  • Sales dashboard to track revenue – by source, location, teams, lead owner, etc.
  • Performance and productivity report for sales, customer support and success teams
  • Marketing campaigns report to measure engagements
  • 360° view of customer journey

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

Corefactors Position In Our Categories

Knowing that companies have distinct business requirements, it is only logical they steer clear of paying for a one-size-fits-all, ”best” system. At any rate, it would be hard to come across such an app even among well-known software systems. The sensible thing to do is to note down the various vital factors that call for a scrutiny including critical features, plans, skill capability of staff, company size, etc. Then, you must double down on the research exhaustively. Read some of these Corefactors reviews and check out each of the software products in your list in detail. Such all-encompassing product research makes sure you take out mismatched applications and choose the system that meets all the function your company requires.

Position of Corefactors in our main categories:

TOP 500

Corefactors is one of the top 500 CRM Software products

If you are interested in Corefactors it could also be beneficial to investigate other subcategories of CRM Software gathered in our base of B2B software reviews.

It's important to realize that virtually no app in the CRM Software category is an ideal solution able to meet all the needs of different business types, sizes and industries. It may be a good idea to read a few Corefactors CRM Software reviews first as certain software can perform well only in a really small set of applications or be created with a really specific industry in mind. Others can work with an idea of being easy and intuitive and consequently lack complicated features needed by more experienced users. There are also solutions that focus on a wide group of users and provide a complex feature base, however that frequently comes at a higher cost of such a software. Ensure you're aware of your needs so that you get a software that offers all the functionalities you search for.

How Much Does Corefactors Cost?

Corefactors Pricing Plans:

Free Trial

Seed

$37/month

Sapling

$57/month

Tree

$112/month

Enterprise

Contact vendor

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What are Corefactors pricing details?

Corefactors Pricing Plans:

Free Trial

Seed

$37/month

Sapling

$57/month

Tree

$112/month

Enterprise

Contact vendor

Corefactors offers different enterprise pricing plans suited for different scales of businesses. A 7-day free trial with 1,000 credits is available.

Seed – $37 per month

  • Up to 3 Users
  • Marketing Box
  • Lead Box
  • 50,000 Data Management Entries
  • 25 Content Management Templates
  • SMS/Email Campaign
  • 3 Direct Integrations
  • Standard Field Customization
  • Custom Lead Stages
  • Standard Lead Dashboard
  • Inbuilt Comms (SMS/Email)
  • Manual Ticket Creation
  • One Time Free 100 SMS/Emails per Account

Sapling – $57 per month

  • All Features in Seed +
  • Success Box
  • Reports
  • 100,000 Data Management Entries
  • 50 Content Management Templates
  • Landing Page Editor
  • Marketing Automation
  • 5 Direct Integration
  • 5 API Webhook Integration
  • Leads Automation
  • Custom Field Customization
  • Automated Lead Stages
  • Custom Lead Dashboard
  • Auto Reply / Call Connect
  • One Virtual No. (Landline) Inbuilt Cloud Telephony
  • Sales Automation
  • Lead Journey
  • 3 Levels Hierarchy
  • Automated Ticket Creation
  • Landing Page & API Ticket Creation
  • Standard Group Configuration
  • Auto Reply / Notifications
  • Ticket Notifications
  • One-Time Free 500 SMS/Emails/Calls per Account

Tree – $112 per month

  • All Features in Sapling +
  • 200,000 Data Management Entries
  • 100 Content Management Templates
  • 10 Direct Integration
  • 10 API Webhook Integration
  • Advanced Field Customization
  • AI-Enabled Lead Stages
  • Advanced Lead Dashboard
  • Automated Inbuilt Cloud Telephony
  • Up to 10 Lead Journey
  • Third-party API
  • Two-Factor Authentication
  • Advanced Multi-Level Hierarchy Implementation
  • RevOps Enabled Ticket Creation
  • Advanced Group Configuration
  • RevOps Sales & Finance Team
  • One-Time Free 1,000 SMS/Emails/Calls per Account

Enterprise – By quote

  • Custom Solutions

Unlimited Calling Plans

User Satisfaction

Positive Social Media Mentions 18
Negative Social Media Mentions 4

We realize that when you decide to buy a CRM Software it’s vital not only to find out how professionals rank it in their reviews, but also to check whether the actual people and enterprises that bought this software are actually satisfied with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Corefactors reviews across a vast range of social media sites. The data is then presented in a simple to digest form showing how many customers had positive and negative experience with Corefactors. With that information at your disposal you should be ready to make an informed buying choice that you won’t regret.

Video

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Corefactors?

Corefactors integrates with different types of third-party apps such as:

  • Wix
  • Facebook
  • Gmail
  • Exotel
  • 99acres
  • Zapier
  • Zoho
  • Shopify
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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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