Small Business Owners

Shopping around for CRM alternatives can be tricky. But whether you’re just starting out or you’ve already done a little research, it’s important to keep several factors in mind, including the features you need most, whether the CRM is user-friendly and easy to implement, and your overall budget.

Clearly, Salesforce has some cool features like chat, email templates and email syncing. But past users have also reported issues like clunky reporting, challenges of making changes to the platform and difficulty implementing the CRM. For a small business, those challenges could be a deal breaker. Instead, you need a CRM that sets up quickly, is simple and intuitive to use and customize, power-packed with game-changing features and scalable to grow with you. Looking for one of the best?

Meet CRMDialer, a relative newcomer to the market powered by IRIS, the force behind IRIS CRM. This innovative power dialer CRM is designed to replace your phone system and CRM. It’s loaded with cool features — chat, email syncing, email templates and much more — and it’s ideal for a variety of small business types. Read on to learn about a few of the highlights it has to offer.

A Database to Keep You Organized

No matter if you’re in sales, service, marketing or some other type of business, keeping all your contacts, leads, clients and other information in one single, easy-to-access place is essential. With this Salesforce alternative, you get a database with unlimited reporting. Records pull up automatically when clients or customers call in, and you can even take notes while you’re speaking on the phone. There’s a bulk importer with duplicate checking and email validation — making your record keeping even more accurate — and voice recognition lets you speak your notes into highly accurate text for faster note taking, emailing and more.

Chat for Awesome Collaborations

You want to build a fabulous team environment? This platform can help. With the chat feature, you get internal messaging at the blink of an eye. Even better, you can choose from private chats and public channels organized by topic or event. And you and your employees can search the chat database for information, files and images that have already been shared. CRMDialer recently released another addition to chat — TechHub, a B2B chat function that lets you collaborate outside of your business too.

Power Dialer CRM With Call Recording & Local Presence

Make and receive calls with CRMDialer’s power dialer. Calls are recorded and local presence is included as well.

Next-Level Communication Tools

Whether you choose a free CRM account or a paid account, you get the same three tools: a power dialer, SMS and email. Check out some of the benefits of each:

  • Power Dialer: With click-to-call, local presence, call recording, whisper and barge, voicemail drop, and more, you can get more done, faster.
  • SMS: Studies suggest that people are more likely to read and respond to a text. Back in the day, that meant breaking out your business phone or personal cell. Not so now — you can send SMS messages right from your browser.
  • Email: Inbound and outbound email syncs with GoogleMail and Outlook so you can access all your messages from one location. You’ll also have the ability to create branded templates and the metrics to tell you how effective your emails are in getting responses and boosting business.

Helpdesk

No matter what business you’re in, keeping your clients and customers happy is essential to building your brand (and your bottom line). With an integrated helpdesk, you can track tickets — in house and while you’re away on your mobile devices — from the time they come in until the issues are resolved.

And More

There’s too much to cover it all here. Real-time website visitor tracking gives you key insight into what your leads and customers are interested in, calendar integrations to keep track of important tasks and reminders, e-signature so you can do business from anywhere with anyone in the world with minimal hassle and downtime, and a fully customizable platform you can design with your branding without the need for a developer on board.

Best of all, you get all of this in a single solution. No logging into one system and out of another. Seamless integration, simple solutions and streamlined business — that’s what makes CRMDialer such a game changer.

Try it yourself. The free forever account is good for up to two users for an unlimited time. When you’re ready, scale up to the Plus plan, which charges per user per month or sign up for an unlimited users CRM account.