Last Updated
Overview
Legrand CRM provides flexible customer management with cloud and on-premise options. While its user interface can feel dated, its high degree of configurability and stability are significant advantages. Moreover, Legrand CRM offers powerful account management and task tracking capabilities to ensure that teams stay synchronized.
Overall Rating
Based on 3 users reviews
4.3
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Legrand CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Legrand CRM?
Legrand CRM is a customer relationship management (CRM) solution designed specifically for small to medium-sized B2B companies. It supports a centralized platform to handle customer interactions, streamline sales processes, and enhance team productivity. Key Legrand CRM features like configurable sales pipelines and comprehensive account management give businesses a 360-degree view of their customer relationships. By bridging the common gap between sales activities and financial data, the software helps businesses operate more efficiently and ensures no potential leads are missed.
Legrand CRM Pricing
The Legrand CRM cost range starts at $20/month, alongside a free 15-day trial.
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Legrand CRM Integrations
Legrand CRM supports integration with multiple platforms, such as:
- QuickBooks
- MYOB
- Xero Accounting Solution
- Mailchimp Software
- Microsoft Outlook
- Gmail
Who Is Legrand CRM For?
Legrand CRM is ideal for small to mid-sized B2B companies from a range of industries, including:
- Consulting and business services
- Marketing and design
- Accounting
- Automotive
- Building materials supply
Is Legrand CRM Right For You?
Legrand CRM is an ideal choice for B2B organizations that require a strong, functional link between their sales and accounting operations. Due to its seamless design to scale with small to medium-sized businesses, the platform is supported by robust security protocols. With flexible deployment options and an emphasis on compliance, it provides a stable, tailored solution for businesses needing a complete customer and financial overview.
Still not sure about Legrand CRM? Contact our support team at (661) 384-7070 for further guidance.
Legrand CRM Features
Configurable Sales Pipelines
This feature allows you to visually track sales opportunities as they move through your unique sales process. You can define custom stages, filter deals by account manager or forecast status, and sort them by value, close date, or days open.
Account Management
With Legrand CRM, users gain a complete, unified view of all customer data in one centralized platform. This module tracks every interaction, including activity notes, tasks, calendar events, opportunities, and financial data synced directly from your accounting system to enhance customer relationships.
Quotes Module
This module provides a fast and intuitive quotation tool to increase sales team efficiency, enabling quick responses to sales opportunities. For sales managers, Legrand CRM provides detailed visibility of all active quotes, their margins, and revision history for better oversight and control.
Lead Inbox
This feature automates lead capture and reduces manual data entry. It pulls data from incoming emails and web form submissions to automatically create new company and contact records, opportunities, and scheduled follow-up tasks.
Task Management
This feature helps you manage daily activities and organize your workload by priority and type. You can filter each task by its status, such as overdue, current, or upcoming, and directly edit details or mark them as complete from a centralized view, ensuring your team stays on top of its responsibilities.
Pros And Cons of Legrand CRM
Pros
Flexible and configurable system
Provides a reliable and stable platform performance
Robust task and calendar management
Cons
Automation for some tools is missing
Mobile and tablet screen lacks full optimizations
Legrand CRM Reviews
Total 3 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars33%
4
Stars67%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small-Business, 11-50 employees
“Fantastic tool for our dealership needs”
Pros
The QuickBooks connection works really smoothly for us. Our rep jumps on any problems right away when they come up. What I really appreciate is being able to store multiple contacts for each company, plus having all the sales transaction history right there where we need it.
Cons
I wish I could view sales transactions for each customer without switching tabs. Also missing the ability to import different customer price levels which would be really helpful.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
10
Functionality
8
Small-Business, 11-50 employees
“Strong foundation software”
Pros
It works perfectly with SQL and integrates smoothly using triggers with our other applications. This serves as our main customer database, though we do have some duplication in other systems. It's really effective for gathering and organizing customer details and contact info.
Cons
The customer selection doesn't have that smooth type-ahead feature anymore and the old version was so much better at this. We're using Sybiz Vision and its way easier to navigate compared to having to force entries into the search box. Sometimes documents get created without me even asking for them which can be really frustrating.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
8
Functionality
6
Small-Business, 11-50 employees
“Smooth QuickBooks Integration Experience”
Pros
The interface is very user friendly and I picked it up right away without any training. Having access to complete customer interaction histories has been a game changer for my decision making process. The email integration works smoothly and keeps everything organized in one place.
Cons
The reporting features for CRM activities are pretty basic, so we ended up needing extra software just to get the reports we actually needed. Sales tracking within the CRM doesn't offer much functionality either.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
8
Frequently Asked Questions
What level of support does Legrand CRM offer?
Legrand CRM provides support through online knowledge bases, email, and dedicated phone lines for Australia, the USA, and Canada.
Does Legrand CRM offer an API?
The official website of Legrand CRM does not specify its API availability.
What types of pricing plans does Legrand CRM offer?
The Legrand CRM price begins at $20/month, as per third-party sources. Request a personalized Legrand CRM pricing quote for your business.
What language does Legrand CRM support?
Legrand CRM software is primarily available in English.
What other apps does Legrand CRM integrate with?
Legrand CRM integrates with key business applications, including QuickBooks, MYOB, Xero, Mailchimp, Constant Contact, Microsoft Outlook, and Gmail.
Who are the typical users of Legrand CRM?
Typical users of Legrand CRM are small to medium-sized B2B companies in industries such as consulting, accounting, building materials supply, and marketing and design.
Does Legrand CRM have a mobile app?
No, Legrand CRM doesn’t offer a dedicated mobile app.