Spotler CRM offers core relationship management functionalities, providing a centralized database for all customer and contact information. This platform allows users to keep their database up to date and set up workflow automations for periodic tasks such as calls or emails. Unlike many other CRM systems, Spotler CRM is designed for ease of management and customization, allowing users to add or change account and contact properties without needing expensive consultants. The software aims to improve marketing and sales processes, leading to better conversion rates for leads. It enables users to create opportunities, automate tasks, and set up sophisticated lead scoring and nurturing campaigns. Spotler CRM integrates directly with email marketing automation (Spotler Mail+) and web tracking software (Spotler Leads), establishing itself as a central marketing database for comprehensive lead management. This B2B solution facilitates setting up lead scoring automations to award points for digital activities like page visits, email opens, or form fills, making it easy to segment contacts based on engagement levels, perform quick lead analysis, and decide whether to nurture further or hand over to sales. Spotler CRM ensures users always have a 360-degree customer view by collecting and enriching contact and account information with data on how contacts interact with the organization. This comprehensive insight helps users understand their audience better and customize services to individual needs. The system is highly adaptable, allowing users to add new custom fields, manage user access, and customize predefined dashboards and reports or create their own, providing flexibility to organize and manage processes and data as needed.

Features & Benefits

• Core CRM & Lead Management
  • Provides a centralized database for customer and contact information, enabling updates and workflow automations for periodic tasks. It improves marketing and sales processes by allowing opportunity creation, task automation, and setting up lead scoring and nurturing campaigns. Integrates with email marketing and web tracking to serve as a central marketing database.
• Comprehensive Customer Insights
  • Collects and enriches contact and account information with interaction data, ensuring a 360-degree customer view. It tracks all digital activities including email opens/clicks, page views, and form fills, which can be used for reporting, lead scoring, and triggering nurturing campaigns.
• Customization & Analytics
  • Allows users to adapt the system to their needs by adding custom fields, managing user access, and customizing or creating their own dashboards and reports for data-driven decision-making.
• Workflow Automations
  • Automates routine tasks, creates workflows, sets up automatic follow-up tasks, and sends notifications to marketing and sales teams based on lead scores.
• Additional Capabilities
  • Different user rights
  • One quotation solution
  • Task and calendar management