What is Collaborative CRM & its Features?

Collaborative CRM is used to create and facilitate communication within different departments of an organization. It allows the managers, supervisors, and admins of other departments to interact and exchange ideas. This simplifies the workflows and processes between various departments of the organization.  Collaborative CRM also automates back-office operations, business management, customer interactions, etc. it overall optimizes customer service and increases the customer satisfaction rate.

It has chat tools through which you can connect with your co-workers within your organization. This helps in managing your work more effectively and increasing your customer base. Also, the chat applications have real-time notifications so that you are always updated with important events and tasks.

• Tag records

You can tag documents and specific labels to organize data more efficiently. This way you can keep your teammates updated with the current deals. There are also filters to segregate records associated with a deal.

• Project management

The task allocated are streamlined for every teammate and all the documents are stored in a centralized position. This eliminates the duplication of documents. It has powerful features like role-based user access.

• Analytics and Reporting

You can get insights regarding leads, revenues, pending tasks, and sales forecasts. You can see the customer's interests and get an analysis of your marketing campaign results. You can share all this information with your teammates and improve the efficiency of your organization.