Last Updated
Overview
Storyboard CRM is an all-in-one CRM platform for businesses looking to centralize customer data and optimize sales. While advanced reporting features can be overwhelming at first, its lead dashboards, campaign tools, and social/e-commerce integrations make it the smart choice for optimizing conversions.
Overall Rating
Based on 8 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Storyboard CRM Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Email Integration
What Is Storyboard CRM?
Storyboard CRM is a cloud-based platform designed for businesses across multiple industries to centralize customer data and streamline sales processes. It integrates with social media and e-commerce platforms like Shopify, LinkedIn, WhatsApp, and email, providing insights on customer behavior, purchase history, and communications. With features like lead dashboards, campaign management, and detailed reports, Storyboard CRM helps teams increase conversions, optimize lead utilization, and boost overall sales performance.
Storyboard CRM Pricing
Storyboard CRM Integrations
The vendor supports integrations with various apps, including:
- Stripe
- WooCommerce
- Razorpay
- Shopify Software
Who Is Storyboard CRM For?
Storyboard CRM is designed for the following industries and sectors, including:
- Healthcare
- Financial services
- Retail
Is Storyboard CRM Right For You?
Storyboard CRM could be a great fit if you're a small or mid-sized business looking to streamline customer relationships, marketing, and operations on a single cloud-based platform. Storyboard CRM features campaign management and lead generation that help boost team productivity and decision-making. If you want a user-friendly system that supports real-time business visibility and simplifies lead and campaign management, Storyboard CRM offers the right mix of features to elevate your everyday workflows.
Need help deciding if Storyboard CRM is the best option? Contact our friendly support staff at (661) 384-7070 for guidance.
Storyboard CRM Features
E-Commerce
Integrate your Shopify store with Storyboard CRM to sync products, customer data, and sales. This connection automates key processes, enhances customer targeting, and gives your sales team a 360-degree view of buyers for more personalized service and marketing.
Lead Generation
Storyboard CRM simplifies lead generation by automatically capturing and filtering prospects from platforms like LinkedIn and WhatsApp. This helps teams save time, focus on qualified leads, and build a steady pipeline of potential customers through intelligent automation and segmentation tools.
Campaign Management
Run smarter campaigns across email, social media, and messaging platforms with ease. Storyboard CRM allows you to plan, segment, and automate outreach efforts, ensuring consistent engagement while reducing manual effort and boosting the impact of every customer interaction you deliver.
Reports
Storyboard CRM provides detailed, visual reports that help you track leads, measure campaign performance, and understand customer behavior. These insights empower teams to make data-driven decisions, refine strategies, and stay aligned with business goals using real-time and historical metrics.
Pros And Cons of Storyboard CRM
Pros
Analytics suite monitors social sentiment trends
Custom template management improves content consistency
Auto‑responders enable faster customer replies
Cons
Cloud-only deployment lacks on-premises option
Not suitable for users preferring multilingual platforms
Storyboard CRM Reviews
Total 8 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 101-500 employees
“Smooth integration and private podcasting channels”
Pros
I find this platform quite easy to set up and get running. The integration options are really solid which makes it perfect for my podcasting needs. What I love most is being able to set up private podcasting channels. That feature alone is amazing.
Cons
Customer support could be improved to keep users happy long term. Right now getting help when you need it isn't as convenient as the rest of the experience.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Mid Market, 101-500 employees
“Revolutionizing Internal Communication and Private Podcast option”
Pros
Its very easy to use and I appreciate the private podcasting feature. What stands out most is how easily it integrates with team communication tools for project collaboration. Customer support has been quite helpful along the way too.
Cons
The setup process can be a bit complicated at first but customer service has always been there for me. Good experience overall.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Mid Market, 51-100 employees
“Engaging Team Discussions Made Simple”
Pros
This application is really simple to set up for team podcast hosting. The storyboard feature creates an excellent space for team discussions and helps prevent conflicts between members. The ability to integrate podcasts with social media platforms is a nice touch. We regularly use it for discussing upcoming brand projects.
Cons
The customer support team responds quickly though I haven't encountered any major problems that required their assistance.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Frequently Asked Questions
Does Storyboard CRM offer an API?
The vendor has not specified any information regarding API availability.
What other apps does Storyboard CRM integrate with?
Storyboard CRM integrates with various apps, including Shopify, Razorpay, and WooCommerce.
What level of support does Storyboard CRM offer?
Storyboard CRM offers support through email and online contact forms.
Who are the typical users of Storyboard CRM?
Typical users of Storyboard CRM features include businesses across various industries, including financial services, retail, and healthcare.
Does Storyboard CRM have a mobile app?
No, Storyboard CRM does not have a mobile app.
What types of pricing plans does Storyboard CRM offer?
Storyboard CRM offers custom pricing tailored to individual business requirements. Contact us for a detailed Storyboard CRM cost breakdown for your business.
What language does Storyboard CRM support?
Storyboard CRM primarily only the English language.