Last Updated
Overview
RealtimeCRM provides a next-generation platform to streamline business operations, aiding in efficient data management and workflow automation. While the tagging system can be a bit confusing initially, its powerful AI capabilities and exceptional customer support justify the investment. Overall, it offers comprehensive tools for businesses aiming to enhance productivity.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
RealtimeCRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is RealtimeCRM?
RealtimeCRM (now known as Kinabase) is a next-generation workflow management platform designed to unify critical business information and streamline operations for small and medium-sized enterprises (SMEs). This RealtimeCRM software leverages practical AI to automate repetitive tasks, such as smart data entry and converting emails into actionable tasks, significantly reducing busywork. It also provides intelligent search capabilities, allowing users to quickly locate any record, file, or folder. This empowers businesses to enhance productivity and focus on strategic growth.
RealtimeCRM Pricing
RealtimeCRM offers the following pricing plans:
- Starter: Custom pricing
- Pro: Custom pricing
- Enterprise: Custom pricing
Disclaimer: The pricing is subject to change.
RealtimeCRM Integrations
The RealtimeCRM software supports integration with multiple systems and platforms, such as:
Who Is RealtimeCRM For?
RealtimeCRM is ideal for a wide range of industries and sectors, including:
- IT services
- Security firms
- Healthcare
- Education
Is RealtimeCRM Right For You?
For small and medium-sized enterprises seeking to streamline operations and empower their teams, RealtimeCRM offers an intuitive, AI-powered platform. RealtimeCRM features offer people-first solutions and engineering excellence that ensure practical value and robust performance. The founder's achievement of winning gold at the SME National Business Awards further validates RealtimeCRM's dedication to excellence and innovation.
Still doubtful if RealtimeCRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
RealtimeCRM Features
Data Management
RealtimeCRM integrates practical AI to automate routine and repetitive tasks, from smart data entry to converting emails into actionable tasks. This intelligent automation reduces busywork, freeing up your team's time for more strategic activities. It also provides instant data analysis and insights, transforming plain language queries into clear charts for informed decision-making.
Comprehensive Data Management
Organize all your business information, from companies and contacts to sales orders, within RealtimeCRM's centralized database. Its powerful search and organization tools ensure you can quickly locate any record, file, or folder, improving efficiency and reducing risk. This robust data management system provides a single source of truth for your entire organization, ensuring data consistency and accessibility.
Customizable Workflows And Reporting
RealtimeCRM enables you to build custom workflows tailored to your unique business processes, adapting to your evolving needs without rigidity. Gain powerful insights with advanced custom reporting and real-time dashboards that provide complete visibility into your operations. This flexibility allows for better monitoring of performance metrics and supports data-driven decision-making across departments.
Microsoft 365 Integration
Enhance productivity by connecting RealtimeCRM with your Microsoft 365 ecosystem. This includes seamless integration with Outlook for email logging, SharePoint for organized document management, and Entra ID (Azure AD SSO) for single sign-on. This ensures data synchronization, reduces IT overhead, and provides a unified, efficient experience for your team.
Activity Tracking
Keep track of all work activities, emails, and notes in real time within Realtime CRM. The platform automatically tracks orders, status updates, and client interactions, providing a comprehensive timeline of all engagements. You can also set tasks, notifications, and reminders to keep your team on track, ensuring nothing falls through the cracks and deadlines are met efficiently.
Pros And Cons of RealtimeCRM
Pros
Quickly adds company info from Companies House
Works well on the go with mobile-friendly access
Helpful and responsive customer support team
Cons
Reports are limited and tricky to customize
Filters lack advanced options like AND/OR
RealtimeCRM Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Recruitment, 1-10 employees
“Versatile solution”
Pros
I really appreciate how simple the dashboard is, anyone can jump in and figure out how to navigate without much training. The work management tools have been great for keeping us on track with important deadlines and the customization options work well for our specific business needs.
Cons
I wish there were more guides or tutorial videos about integrations with other applications. Since my organization handled all the setup, I don't really understand how these connections work and it would be helpful to have some knowledge sharing resources on these topics.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
7
Frequently Asked Questions
What level of support does RealtimeCRM offer?
It offers support via phone and email.
What language does RealtimeCRM support?
Software RealtimeCRM is primarily available in English.
Does RealtimeCRM offer an API?
Yes, RealtimeCRM offers a Developer API for custom integration needs.
Does RealtimeCRM have a mobile app?
No, it does not have a mobile application.
What other apps does RealtimeCRM integrate with?
RealtimeCRM supports integration with various platforms, including Microsoft 365, Outlook, and SharePoint, helping streamline workflows and improve productivity.
Who are the typical users of RealtimeCRM?
RealtimeCRM is well-suited for a variety of industries, including professional services, IT, security, healthcare, and education.
What types of pricing plans does RealtimeCRM offer?
RealtimeCRM price plans are tailored to suit different business needs, including Starter, Pro, and Enterprise tiers, all available at custom pricing. Get a RealtimeCRM cost quote that matches your team size, feature requirements, and budget.