Omniprise

Omniprise

Verified

OmnipriseCRM provides a comprehensive Customer Relationship Management solution designed to provide companies with a complete view of all customer interactions—in real time—empowering users to easily manage each contact with current and potential clients. Developed for ease-of-use, OmnipriseCRM enables users to quickly come up to speed, reducing downtime in the transition process. Its scalability also allows companies of any size to more efficiently track business relationships throughout their life-cycle.

This system provides robust opportunity and contact tracking, so managers and salespeople can organize their follow-ups with greater accountability. OmnipriseCRM is customizable enough to accommodate virtually any business culture. This flexibility extends to where it can be used as well, as companies can choose between web-based (cloud) and on-premise hosting. Users can access and update their data on any device with an Internet connection or via specialized applications on the iPhone or iPad. At its core, OmnipriseCRM excels as "at-a-glance" dashboard management system. Fully integrated, it can connect each piece of data to the dashboard using a custom report writer.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.omniprisecrm.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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