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.
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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
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.
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.
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.
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.
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.
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