Overview/ Summary
Soul CRM is a business-to-business software application that manages the entire customer experience for SMBs. The product has been engineered to be completely customizable, so each company can utilize their branding and guidelines to provide a personalized experience for clients. CRM services are a must for any company, especially one that is increasingly dependent on managing relationships and data collected from those clients. The product seeks to streamline the customer experience by utilizing various features such as email, social networking and web analytics.
Main Introduction
The software was designed to easily cater to the needs of any business, regardless of its size and industry vertical. The differentiating factor that will attract users is that it is completely customizable. Its features were also created with ease of use because it was designed to help business owners run operations more efficiently and make them more productive. Soul CRM will give you access to tools like a customer portal, accessible from any device at any time. This portal will not just let you manage your contact information but also allow you to take control of all your online transactions with your customers.
The CRM software was designed with ease of use in mind. Its toolset is highly customizable, and its interface doesn't use typical menu bars or toolbars. It instead uses an intuitive ribbon that adjusts to what you're doing, so no matter how many contacts you have, it will always be simple to select and edit them all at once. Soul CRM also offers other helpful features like a dashboard that lets you manage your entire business in one place and integrated phone support to ensure that clients can reach you easily when they need help or have questions.
Intuitive wizard for seamlessly integrating email messages into CRM. Allows for customization of email templates with options for automatic or manual email replies. Customizable workflows allow flexibility and control over how customers are contacted, including whether calls are automated or made by the customer via the CRM website.
Company Services/ Facilities
- Marketing
With CRM, you can easily update your customers or send marketing via email or SMS. You can also manage your campaigns with a dashboard that keeps track of your customer details.
Catch up on the latest news by signing up for Soul Weekly eNewsletters and accompanying newsletters. You can also extend your website and social media presence. You can customize the colors, email templates, and more to fit any style you want.
- Sales and Lead Management
With Soul CRM, you can schedule appointments and manage your calls to your clients. Because of its sales handoff management feature, you can see all data gathered from interviews and call notes at a glance. You can also create a streamlined production pipeline with automated processes that automatically retrieve new prospects from your website or sales funnel.
- Inventory Management
Soul CRM features a robust inventory management tool. You can easily create or re-organize your warehouses and track and fulfil orders. You have access to customised reports according to your needs and a secure cloud-based storage facility where you can upload all your documents.
- Purchase
You can track your purchases, payments and work orders with Soul CRM. You can view all your latest purchase orders or statements and respective email notifications.
- Accounting
With the powerful and customizable reports in Soul CRM, you can manage all your accounting in one place. You have access to full financials. You can create budgets and forecasts or see how you're doing compared to other data points like benchmarks based on profit margins or revenue.
- Integration
You can integrate Soul CRM with all your other business systems and services, such as Salesforce and Zoho. You can also integrate with cloud apps like Dropbox, MailChimp and more. With Weblink, you can create a secure link to allow users to log in by integrating a username into your app or website. The software can also be customized with a wide range of integrations, and you can access pre-built integrations with market leaders like Salesforce, SugarCRM, NetSuite and Microsoft Dynamics 365.
- Security
The software includes many security features, including two-factor authentication via SMS and Google Authenticator. You have access to secure backups, so you won't need to worry about your data getting lost in the event of a computer crash or theft.
- Reporting
The software has a customizable dashboard that you can customize for your needs. You can see the latest sales funnel performance, full financials or reports on anything from product gross margins to marketing to inventory.
- Support
The company offers phone support for advanced users and online live chat for everyone else. You can also get in touch via email.
Pros and Cons
Pros of Soul CRM:
- The product has been programmed keeping security in mind. The software uses 2-factor authentication to safeguard the data of users. The programming language used by the programmers is PHP, which is on the safer side and was designed keeping in mind security standards.
- The process of getting started with the software does not take too long. The installation and setup process can be done within two days by proficient people; otherwise, it will take 3-4 hours to install and get going.
- There is ample support provided at all times by Soul CRM, which makes it easier for businesses and startups to grow with their business in their hands without any hassle or complications.
Cons of Soul CRM
- The software is not free. The customer must pay for its services by choosing a monthly or annual subscription.
- It will take some time to learn how to use the software properly because numerous features might confuse you at first, but after proper usage, everything falls into place.
- The software is made for SMEs and not for big enterprises.
Conclusion
The Soul CRM is one of the best and easy-to-use products for managing business projects. The product is well-equipped with advanced functions that meet the needs of anyone from small businesses to startups. It has a robust sales and marketing system that can be customized according to your needs. It also comes with a wide range of features like inventory management, invoice management, bookkeeping, customer support, etc.
The Soul CRM is a complete software solution that works in small-scale industries. With its customizable templates and forms, it can be made to meet the needs of any industry. You can choose a subscription plan that fits your business, and you will receive support on a 24-hour basis.