EBP CRM Pro offers robust tools for managing customer relationships and sales pipelines, specifically for SMEs. While broader third-party integrations often require external connectors, its strength lies in the seamless, native connection with EBP's financial and commercial management software, creating a unified operational ecosystem for existing users.
EBP CRM Pro Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is EBP CRM Pro?
EBP CRM Pro software is a comprehensive platform that helps small and medium-sized enterprises (SMEs) centralize their customer and prospect data. It empowers businesses to enhance client knowledge, streamline commercial activities, and drive growth. Key EBP CRM Pro features like sales opportunity tracking and targeted marketing campaign management allow teams to monitor their pipeline effectively and engage audiences with precision. This approach within EBP CRM Pro helps businesses convert prospects into loyal customers by providing a unified view of all interactions and sales progress.
EBP CRM Pro Pricing
The EBP CRM Pro cost ranges in the following plans:
- CRM software ACTIV: 336€ excl. tax/year
- CRM PRO Software: Custom quote
- CRM Software ELITE: Custom quote
Disclaimer: The pricing is subject to change.
EBP CRM Pro Integrations
The official EBP CRM Pro website doesn’t specify its integration details.
Who Is EBP CRM Pro For?
EBP CRM Pro is ideal for small to mid-sized businesses across a range of sectors, including:
- Automobile
- Financial Services
- Sales
- Construction
- Education
Is EBP CRM Pro Right For You?
EBP CRM Pro is an excellent fit for SMEs, particularly those already utilizing EBP's accounting or commercial management solutions. Its standout capability is the deep, native integration with EBP Commercial Management software, which creates a powerful, unified system for managing finances and customer relationships without re-entering data. The platform streamlines workflows from quoting to invoicing, providing significant advantages for businesses in sectors like construction and professional trades seeking operational efficiency and a centralized data environment.
Still not sure about EBP CRM Pro? Contact our support team at (661) 384-7070 for further guidance.
EBP CRM Pro Features
This feature enables users to build a detailed database of clients and prospects. You can record essential information, classify contacts by status, and manage unqualified leads separately, providing a clear and organized overview of your entire customer base for better targeting.
See How It WorksEBP CRM Pro helps users effectively monitor their sales pipeline by creating and tracking opportunity records. The system allows you to follow the progress of each deal, assign a success probability percentage, and analyze results to forecast turnover and focus efforts on the most promising leads.
See How It WorksThis feature enables you to design and execute targeted marketing campaigns to boost turnover. It allows you to seamlessly segment your audience based on specific criteria, select the appropriate communication channel (email, mail, SMS), and generate detailed summaries to measure the effectiveness of your prospecting inputs.
See How It WorksEBP CRM Pro streamlines data handling with configurable import and export tools. You can easily import contacts from Outlook or Google Contacts, as well as third-party data from .csv or .txt files. Moreover, you can also export client lists and campaign targets for use with external solutions.
See How It WorksThis feature enables all sales representatives to have a calendar to manage their appointments. You can immediately view the number of activities to be processed by each employee and manage each employee's access rights. Also, you can take advantage of synchronization with Outlook to access appointments without duplicating them.
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