About this plugin
Banckle CRM Features
All Your CRM Tools in One Place
Easy online customer relationship management (CRM) tools for busy and dispersed teams. Stay in touch with colleagues and customers, manage tasks and view the pipeline, all in one place.
Stay Informed with Real Time CRM Dashboard
Get a real time picture of your business, right on your web based CRM application dashboard. See instant updates about the total pipeline value, sales teams’ activities and customer communication. View personalized to-do task list for every team member, keeps everyone focused and gets things done.
Visible Sales Pipeline with Powerful Tracking and Management
CRM software maintains real-time track of your communication, keeps a complete history in one place and helps you win the most. Easily view, update, track and manage your sales pipeline and benefit from collaborative sales efforts.
Banckle Apps Connections
With interconnected Banckle apps, stay in touch with your customers at every stage of the customer engagement cycle. Whether it’s a live chat session, an email, phone call or an audio video conference, keep all the communication at one central point under your online CRM software. Create business leads and contacts, right from the live chat application.
Hold audio and video conferences with your customers, have one click access to your clients’ machines or give live presentations and product demos to your sales prospects! All with Banckle apps platform.
Intelligent Task Management
Never miss a follow up or a deadline with personalized task list right on your CRM dashboard. Stay on top of your sales activities with easy, efficient and useful task management features. Always have access to your updated task calendar.
Email Integration and Contacts Management
CRM software. Send, receive and track all email correspondence right from your own cloud CRM platform. Stay on top of communication and build stronger business relationships.
Always have access to complete and updated contact information of individuals and companies. Keep sales leads, customers, suppliers and vendors, all in one place.
Interactive Reporting and in-depth CRM for Sales Analytics
Get insight into Sales Funnel Analysis, gauge your team performance and dig deeper to assess overall sales effectiveness. Detailed, flexible and advanced reporting CRM application feature. View analytics to get 360 degree perspective, for better forecasting and informed decision making.
Excel with Platform Independence and Mobility
A complete platform independent online CRM solution. No setup – nothing to download. Use it on any device, operating system or browser, in or away from the office.
Stay focused on customers, irrespective of your platform or location.
Skype Click to Call
With the Click to Call feature, easily call any of your sales prospects, contacts and accounts via Skype, right from your CRM for sales application. CRM does it all for you.
Developer Friendly APIs
CRM engine, explore your creative side using a set of powerful APIs to enhance your online customer relationship management application functions.