Avid CRM Software offers comprehensive customer relationship management, seamlessly integrating with Microsoft Outlook to enhance productivity and centralize data. Despite some users noting limitations in advanced automated data capture, its robust features, like sales pipeline tracking and customizable dashboards, ensure efficient operations.
Avid CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Avid CRM?
Avid CRM software is a powerful solution designed to integrate directly into Microsoft Outlook. It centralizes all contact, company, and opportunity data, providing a unified view of customer interactions. It also links emails, meetings, and tasks directly to CRM records, streamlining workflows and eliminating the need to switch between applications. The tool enables businesses to track sales opportunities, manage customer communications, and gain actionable insights, helping to resolve pain points associated with scattered information.
Avid CRM Pricing
The software provides three pricing plans, billed annually:
- Standard: $20/user/month
- Professional: $30/user/month
- Enterprise: $50/user/month
Disclaimer: The pricing is subject to change.
Avid CRM Integrations
Avid CRM software integrates with the following tools and platforms:
- Zapier Software
- Microsoft Office
- Scribe Software
- Informatica
- APIANT
Who Is Avid CRM For?
Avid CRM software is ideal for the following industries:
- Banking
- Construction
- Event planning
- Finance
- Insurance
- Manufacturing
- Pharmaceutical
Is Avid CRM Right For You?
Avid CRM is an excellent fit for businesses seeking a powerful and intuitive CRM solution. Its seamless embedding within Outlook addresses a common challenge of CRM adoption, encouraging consistent use and data entry. With robust features like sales pipeline tracking, comprehensive reporting, and automated document generation, the tool empowers teams to streamline workflows and improve customer interactions.
Still have questions about Avid CRM Software? Call us at (661) 384-7070 for further assistance.
Avid CRM Features
This tool allows users to produce professional Microsoft Word and Excel documents from pre-defined templates, which are automatically filled with relevant CRM data. It also provides customizable templates, enabling tailored reports to specific needs.
See How It WorksAvid CRM enables automation of actions at every sales stage, setting reminders for key steps to keep teams on track. It includes a group email function for sending personalized emails, streamlining follow-ups, and optimizing the entire sales process for efficiency.
See How It WorksThe Avid CRM software helps users visualize relationship maps to uncover warm referrals and understand prospects before outreach. It pulls data from various online sources like websites and LinkedIn, leveraging AI to craft highly intuitive and targeted emails for contacts.
See How It WorksAvid CRM features interactive and visually accessible dashboards that portray workplace trends and key performance indicators. It automatically populates report templates with data from the database, storing them cleanly within Outlook for accessible insights.
See How It WorksThis feature facilitates comprehensive tracking of quality data across contacts, companies, and sales opportunities. It automatically logs communications and events, presenting information in easily digestible spreadsheet-like displays with advanced filtering capabilities.
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