CRM Features

Add relationship information based on the association to the account with our Link Account Relationships feature.

Avoid having duplicate and unorganized accounts inside your CRM. Keep everything appropriately linked to ensure the location of all vital account information is in one place.

This feature makes finding accounts and contact information easier for employees, enabling them to provide exceptional customer experiences.

See a more holistic view of the status of your business accounts over time with our SmartTopics technology.

Its design enables employees to categorize cases and automatically calculate changes in the account experience score.

You define the backend algorithm that compares a SmartTopic to a positive or negative experience for the account, contact, and customer.

It provides you deeper insight into how well your business is performing based on experiences inside customer accounts.

Take menial tasks out of the hands of your employees and start automating them instead.

You can customize Triggers, Conditions, Wait Blocks, and Actions, freeing employees up to do more actual work, and less busywork.

Create Rules, which are a series of checks, comparisons, and actions to ensure the automation process is set up and performing correctly based on those rules.

It is time to start including social media posts and email marketing automation in your business strategies.

Better time management makes room for better customer experiences.

When communication occurs with a customer, you will want a record of it -- i.e., calls, SMS, or emails.

Keep track of important customer-related details with Call History.

Have a record of the following:

• Call Type - Inbound or outbound.
• Date & Time - Record of placed and received calls. It also indicates the date and time the call stopped ringing for missed calls.
• To & From - The phone number the call was sent to or from.
• Cost - If any additional costs were accrued during the call, such as international calls.
• Duration - The length of time for the call, including answering calls or ones that went to voicemail.

Recording customer communications is how you can make the sales cycle better. Have all the information you need the exact moment you need it.

When an employee receives an incoming call, a window pops up on the screen of their device, prompting them to answer it.

The Call Pop window displays the caller’s information, enabling employees to gain a better sense of who is calling.

Employees can choose to click on either the handset or voicemail icon options, to prioritize calls. By having instant access to the CRM data of customers, they can greet callers by their name.

To better serve your customers, you need the best CRM system with features that support you and your team, every step of the way.

When you click on a phone number in a form or list, Click To Dial CRM feature, instantly initiates a call from your desk phone, smartphone, or the Nextiva Mobile App, saving you time.

From your Android, iPhone, or another device, you can capture interactions and make genuine connections with customers at the right moment, which is now.

Keep track of work assignments with Task Management. Stay organized and productive throughout the entire day, to ensure projects are completed on time.

It is features of CRM, like this one, that encourages your team to prioritize projects, hit goals, and delegate tasks.

By seeing the layout of their workload, employees can become better at strengthening their lead management skills and customer relationships.

You do not have a one size fits all mentality and neither do we.

Our CRM solution offers you the ability to customize business pages and forms to extend your brand continuity.

Basic features:

• Create new forms
• Modify existing forms
• Copy forms
• Delete forms

Never forget, consistency matters to customers.

The CRM software feature, Real-Time Data, let's you view customer information in real-time.

Obtain and examine the buyer’s journey to improve the sales cycle and customer experience.

Stop waiting for your data. Start receiving customer information in real-time to come to resolutions faster.

The Chat Directory shows you a complete list of employees and the departments to which they are assigned within your business.

Some of the key features include being able to know the status of each employee and starting a chat with them directly from the Chat Directory.

Easily locate employees and chat with them to connect customers with the right agent at the right time.

When you need to send a message out to multiple employees, you can, with the Multicast Chat feature.

But, it is different from a group chat.

Although you are sending the same message to several people, at the same time, with Multicast Chat, you create individual threads between you (the initiating employee) and the recipients of the message.

Thus, when the recipient responds, it will not be sent to everyone, like it would in a group chat. Instead, the message is sent to the originating employee (You) as a single chat thread, and only you can view the response.

Give your sales reps, freelancers, remote and on-premise workers, who are included in the Multicast Chat, the freedom to privately respond directly to you.

You do not have to choose between quality and quantity. Free yourself from repetitive tasks while keeping team members informed, productive and communicating.

Streamline internal conversations to provide seamless customer experiences.

Every time you have unread chat messages, you receive a notification as a reminder that customers are waiting to hear from you.

This CRM feature assists you in providing customer support while improving your response time.

Notifications enhance communication and keep conversations organized.

It prevents chats from getting lost amongst the many messages you receive from those reaching out to your small business.

When your sales team responds to all customer chats, in a timely manner, the faster they can meet the needs of your customer.

Quickly send documents to a team member or group without needing to use another communication method, such as email.

When using the Sending Files feature, you can choose to send data to an individual or a group Chat thread. For even easier access, files are also found in Chat History for easy access.

Share essential documents in an instant to continue meeting your business needs. Whether you need to update employees about an upcoming service outage or a current promotion, you can, with the Sharing Files CRM feature.

The faster you inform employees about critical information, the more knowledgeable they will be in assisting customers.

Stay on top of events and organize tasks with the Calendar feature.

Employes can do the following:

• Features and Tasks
• Schedule Events
• View Upcoming Events
• Customize Settings

When you have an overview of tasks and events, you remove confusion and increase productivity.

Allowing you to put your time to good use and happily serve your customers.

Offer employees the ability to set a specific time and invite others to join in on business meetings. Invitees may include employees within the company, and external email addresses.

Collaboration and unified communications are essential components of running a successful business.

Keeping employees informed helps keep customers happy.

Within our CRM software, employees are able to link between an event and a contact for a follow-up meeting or phone call, for instance.

Event Association offers employees the ability to see the event in two places. By associating an event with an entity, it will appear in the Service CRM, as well as, on the calendar.

Offering you quick and easy access to information the instant you need it.

Enabling you to connect with customers throughout the buying process and even after the sale is done.