Last Updated
Overview
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.
Overall Rating
Based on 6 users reviews
4.2
Rating Distribution
Positive
83%
Neutral
17%
Negative
0%
Starting Price
Custom
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
Document Generation
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.
Sales Workflow
Avid 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.
AI Sales Intelligence
The 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.
Reporting And Analytics Dashboards
Avid 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.
Opportunity Management
This 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.
Pros And Cons of Avid CRM
Pros
User-friendly interface
Robust sales pipeline tracking
Excellent reporting features
Cons
Advanced data capture needs refinement
Limited customization for complex workflows
Avid CRM Reviews
Total 6 reviews
4.2
All reviews are from verified customers
Rating Distribution
5
Stars33%
4
Stars50%
3
Stars17%
2
Stars0%
1
Stars0%
Share your experience
Building Materials, 11-50 employees
Less than a year
“An overview of Avid CRM”
Pros
I like how easy it is to switch between the screens. One of the good features it has.
Cons
I have to double check the entry dates depending on the screen I'm on. Its important to only change the date once when entering cash receipts. Cash keeps defaulting to the current date after every entry. These things make it a little inconvenient to use.
Rating Distribution
Ease of use
9
Value for money
6
Customer Support
8
Functionality
9
Newspapers, 1-10 employees
Less than a year
“Simple to use, Amazing CRM”
Pros
What makes it a really valuable tool for our business is its integration with Outlook. Setting it up and syncing with our existing Outlook accounts was simple. My team picked it up quickly because the interface is really easy to understand.
Cons
I honestly cant think of one downside right now. The Support Team quickly resolves any issue that may come up through updates.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Information Technology and Services, 51-100 employees
Less than a year
“Efficient CRM solution”
Pros
The software helped me boost my sales by providing the right lead management. I am happy with the results!
Cons
No downsides as such. The support they provide is flawless resulting in effective communication.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Avid CRM offer an API?
Yes, Avid CRM offers an API.
Does Avid CRM have a mobile app?
Yes, Avid CRM does offer a dedicated mobile app.
What language does Avid CRM support?
Avid CRM only supports the English language.
What types of Avid CRM pricing plans are available?
Avid CRM offers three pricing plans: Standard at $20/user/month, Professional at $30/user/month, and Enterprise at $50/user/month. Contact us to get an Avid CRM price analysis tailored to your requirements.
What other apps does Avid CRM integrate with?
Avid CRM integrates with other third-party ERP, automation, email, and content management tools.
Who are the typical users of Avid CRM?
Typical users include sales teams, small businesses, marketing agencies, and IT departments.
What level of support does Avid CRM offer?
Avid CRM offers support through email, helpline, ticket submission, FAQs, and multiple beginner guides tailored for both users and administrators.
