“..if yours is a sales-oriented business, the automation, lead management, reporting, analytics and customer support of amoCRM will simply amaze you.”
on June 30, 2017
amoCRM is more than just a traditional CRM as it has been designed for eliminating lost leads and increasing sales conversion. This cloud-based solution helps you in managing your sales pipeline, coordinating your sales team, analyzing the sales patterns, or creating custom analytics and reports, this software does it all!
Who is it for?
Ideal for both B2C and B2B business models, it can help transform your first-time contacts into leads and maintain an organized database so that you can make better sales decisions. The software also tracks your performance and lets you at a glance, view sales progress.
If we had to pick the key selling point, it’d be usability. AmoCRM keeps track of everything yet reduces info management to just a few clicks. All in all, this can be a great help for the smaller sales team that has more complex sales processes.
Who is it not for?
On the flipside, it’s mainly geared for smaller sales teams. The biggest flaw that we can think of is that unlike some other big CRM’s, it won’t scale with your business. It’s very affordable, and supports up to 50,000 contacts and 800 Mb of disk space for the Enterprise plan per user. Also, it only offers a limited number of custom fields, but for most businesses, these should be more than adequate.
The bottom line is that this is an affordable, easy-to-use CRM for businesses that don’t expect a lot of growth,with some amazing features that can streamline your whole business process and take your productivity and sales to a whole new level.
About QSOFT & amoCRM
QSOFT, LLC. is an international company founded in 2004, when, QSOFT proudly introduced amoCRM to the American market. Today amoCRM is used by 500,000+ users worldwide to manage thousands of leads and contacts. amoCRM is built on the Amazon Web Services platform, so it is safe, secure, and always available.
- Very reasonable pricing
- Very easy to use and an extremely user-friendly interface
- It tracks the prospects closely and allows you to tag them for better organization
- Highly customizable, making it ideal for virtually any business type
- Highly flexible, and customizable role-based access control mechanism
- Strong email integration functionality
- Keeps a track of all the email correspondences with clients in a clear way
- Great mobile CRM features
- Click to call fast dialing, with VoIP, call recording and statistics
- Commendable customer support
- It’s mainly targeted at sales teams with little support for project automation
- Limited Outlook or social media integration
- Not suitable for enterprises or large companies
- Document management features are limited
- Limited disk space – only 800 Mb for the most expensive plan
- You can’t export the entire raw data (i.e. telephone-based interactions)
At a Glance
The trial version is what I analyzed and what I am writing about. It consists of four major tables or modules:
- Leads management,
- Contact management
- Task Management
There are also definitions screens for the following settings:
- User Management
- Account Settings
- Paying Account
- Lead’s Custom Fields
Their user documentation or knowledgebase has been vastly improved since our last review, and the amoCRM Customer Support team is available from 9:30 AM to 5:30 PM (presumably, Pacific Time) Monday to Friday. However, an inquiry I made on a Sunday evening was answered within the hour. Kudos to amoCRM! It was good to see that amoCRM itself uses Zendesk, which is the helpdesk add-on they suggest their customers partner with.
Leads Management is truly the heart of the system. The default Leads Pipeline view shows the Stage that your opportunity is at. All activity histories, win/loss information, user-defined fields, contacts, relationships, and tasks are available through the Lead details. Company profiles and charts can also be uploaded as files via the Lead Detail screens. However, if your business model does not allow for more than one product or service per Contact, you can probably get away with using just the Contacts tab
How does it Enhance Performance?
A good CRM is meant to help balance the usability and functions. Keeping in consideration this phenomenon, all the advanced features like detailed pipelines, task assignments, custom reports, etc. have been embedded in the user-friendly interface of amoCRM. The system has the unique ability to blend into the software environment as you can easily integrate third party apps in it. The system is available in English, Spanish and Russian.
amoCRM has probably the easiest set up of all the CRMs we’ve tested so far. I could see my dashboard within 30 seconds. That was an extremely pleasant surprise. Importing my mock contacts was as easy and straightforward as it gets, although I did hit a roadblock when they won’t let me import my data as it didn’t have any “company” column. The ability to add custom fields on the fly was icing on the cake. We totally loved how easy they have made it to sign up and set up.
It took us less than a minute to sign up and set up the whole CRM
But the good things didn’t stop here. Within about ten minutes of my signing up, I received a call from amoCRM asking if I needed any help with the set up. Their proactive customer service knocked me off my feet.
The dashboard has a clean, uncluttered look. For a second, I panicked because I couldn’t see my contacts or companies, however, they’re tucked under the Lists menu, hover your mouse on it and you’ll be able to see both – something I didn’t find too helpful.
Dashboard looks intuitive yet packed with info, but we couldn’t figure out how to customize it
The way they have laid out the pipeline and other menus and indicators give you an idea of where you’re standing at a glance. Even the default color scheme is pretty coo, though you can customize it. It also allows you to view the data for the current day, week, or month, or for yourself, a particular user, a group, or the whole workforce. My only moan with the dashboard is that I couldn’t find a way to easily customize it i.e. add or remove items from it, or lay out the menus the way I wanted to. But it is possible. Click “setup” and then you can drag widgets, click the trashcan to remove them, and click “add widgets” to add them back. (See the image below).
Your potential clients are your leads. By entering a few details like name and other contact information, a lead is added, which you can send to the pipeline later.
Adding leads is simpler than you can imagine. You will have access to the entire communication history, tasks, and notes with each lead.
With amoCRM, you can always grab each and every lead from across different channels. With its web form, social media, phone, email or live chat, you can add every prospect to the CRM.
Simply fill in the fields to create a new pipeline or add a customized stage to personalize the pipeline.
Each lead moves through stages before a sale is closed. All these stages combined make a pipeline. You can customize each pipeline according to the sales process. And all it takes is a few drag-and-drops. The interactive, user-friendly pipeline deserves some brownies points. Other than this, default settings are available for those who wish to use a standard sales pipeline.
Analytics and Sales
Analytics of lead status distribution created by the sales rep. This same analysis can also be used for sales forecasting.
Your sales representatives will always have access to the summary report of all sales in the form of charts of the sales pipeline. The Win-Lost Analysis reports show the number of completed leads and the ones that were lost.
Optimize communication with amoCRMs’ wide selection of integrations
amoCRM can be easily integrated with various file storage services like Dropbox, hosted PBX and email distribution services. Other than this, Zendesk and online chats can be used for optimizing communication with customers. Wufoo integration is also there to generate leads by placing an inquiry form on your website.
Team Collaboration and Messaging
amoCRM features a built-in messenger that lets you communicate with a lightning fast speed right in the interface. There is no need to worry about switching from one app to another to collaborate with your team. Even if you are away from your desk, you will get alerts on your phone and the amoCRM notification center. You will never miss a message from any of your teammates now.
The mobile app comes with complete features, so you will never miss anything even when on the go.
amoCRM offers full-featured mobile CRM for Android, iPhone and Tablet. It lets you access the lead and contact profiles too keep track of the tasks, make one-tap call, email, and chat. The business card scanner lets you add new leads by taking a picture of the card, and keeps you on task with to-do notifications. Neat! The Mobile app gives you the freedom to roam and stay connected at the same time.
amoCRM can capture leads from social media platforms like Viber, Facebook and Telegram to automate the lead nurturing and creating follow up. It also lets you display target ads on your Facebook page from different campaigns in specific pipeline stages. AmoCRM features a salesbot designed for lead engagement. It interacts with your leads, gathers information and can be used at different pipeline stages to engage leads. amoCRM users can keep on chatting with their leads on any social platform from their very own lead profile. Moreover, you can interact with your leads on social media from within the CRM, and can use all the info for future decision making.
Watch all Prospects Closely
Even if you have used the best lead grabbing strategy of all, you won’t be able to make the most out of it if you don’t have a system that can retain your leads. amoCRM lets you collect leads from various communication channels, organize their contact and behavior information. These communication channels include live chat, email addresses, social media, and phone numbers.
Instant Lead Logging with Business Cards
You will have access to advanced business card scanner that lets you import the data of your prospects and remain connected with them, simply by scanning their business card. This fast deal closure mechanism is meant for teams that consider customer management as a creative process. There are free 3rd party business card scanners that integrate with amoCRM for people who love this feature.
Advanced Customer Tracking
It not just manages the arrival of customers into your database, but it also manages a healthy relationship once you get connected with them. There is a detailed pipeline activity view for each customer. Hence, you can always detect the churning locations of your clients and get in touch with them as and when you want.
With the digital pipeline, your sales agent will have the freedom to engage with the customers and automate the follow ups. Using the pipeline, you can send emails to your targeted leads and even display digital ads for encouraging your prospects to get more information about your product/service.
Sync all Emails
Whether you are on Gmail, Yahoo, Outlook or any other, amoCRM gives users full email integration from its outlet. You can use any email address and app you want for sending and receiving messages because everything is synced to your amoCRM client’s profile.
Click to call
It has a built-in VoIP, SO you will have access to a full fledge calling solution right into your CRM. If you want to make a call, just dial from your client’s profile directly. The best thing of all is all phone calls are recorded so if you forgot jotting down something, you could listen to the recordings. It keeps call statistics too so you can always keep track of the calling habits of your sales department.
Choose from the billing options provided that fits your business needs the best
amoCRM offers three pricing plans. It also has 14 days free trial version of the system that lets you explore all the features. Keep an eye on the incoming emails from amoCRM as they offer discounts on top of the up to 75% discounts you can avail by choosing to pay for 6, 9, 12 or 24 months in advance.
Advanced security makes you worry free because no data is leaked or lost.
The founders of amoCRM have made the security extremely tight. As you log into your account, you can ensure that your session is not used or stolen. The sessions are stored in database tables that have a limited expiration because the identifiers keep on changing after every few minutes.
The servers located in data centers are monitored 24/7 and the data exchanged is secured with SSL certified. Data backups are created automatically when the databases are copied to the server. Other than this, data is saved on secure storage devices so that in case of all servers crash, you can still restore the system.
In addition, they have a fairly comprehensive role-based access system where you can specify data that should (or should not) be accessible by each user. You can make groups to easily update permissions and add/remove users.
Though amoCRM is really more suited to smaller businesses with smaller databases, if yours is a sales-oriented business, the automation, lead management, reporting, analytics and customer support of amoCRM will simply amaze you. Also, unlike many other CRM software, it’s not cluttered or hard to learn. It’s simple, user-friendly and extremely productive, which also gets you around another hidden but crucial hurdle of user adoption, while minimizing your training costs. amoCRM continues to impress, and we have no hesitation in recommending the solution or the company.
September 8th, 2014