Commence CRM

Commence CRM is a sales, marketing, and project management CRM designed for small to mid-sized organizations.

The Commence CRM sales management features allow professionals to monitor sales activity, manage leads and improve sales forecast accuracy, whilst marketing features include campaign management, budget optimization, and web-based lead forms. Customer service functionality is also offered, through ticket management and RMAs, as well as a knowledge base and an FAQ feature.

Away from sales and marketing, there is also a project management tool within Commence CRM. This allows for the management of tasks, files, resources, and expenses. There is also the option for real-time collaboration through the platform, where there is access to all your data for the efficiency of discussion about projects. There is also the option of a customer portal, email integration, QuickBooks integration, as well account and contact management.

Commence CRM is available on-premise or in the cloud, with pricing for both options based on an annual SaaS model. There are three levels of support available: self-service; email and telephone support and professional services support. This final level of support is customized to the needs of each business. This could include data migration; instructional training; third-party integration or implementation of best practices.

Software features

• API Access
• Contact Management
• Contract Management
• Database Management
• Funnel Reporting
• Integrations
• Partner Tracking
• Performance Reporting
• Pipeline Management
• Quotation Handling
• Task Assignment
• Territory/Quota Management

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