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In-Depth Review
CircleDog
Mission Research, Inc.
355 East Liberty Street, Suite 201
Lancaster, PA 17602
Telephone: (888) 323-8766
x-2
Fax: (717) 431-0192
Email:
info@crmbrella.com
Web:
http://www.crmbrella.com/
Mission Research is an innovative software company dedicated to building
intuitive, powerful, high-quality and highly functional software. The
company was started by the founding team of Chili!Soft, which was acquired
by Cobalt Networks (Sun Microsystems [NASDAQ:JAVA]) in 2000. Our technology
platform is unique--something we call The Hybrid Web, which boasts the power
and safety of desktop applications, integrated smartly and safely with
web-based functionality.
The quality of our partners matches the quality of our software. Avery
Dennison, Intuit, Mal Warwick, hundreds of nonprofit consultants and many
others share our commitment to excellence and service to customers. Mission
Research began serving nonprofits in 2001, working with a range of
nonprofits on technology issues. Mission Research is headquartered in
Lancaster, Pennsylvania, a great place to live and only an hour by train
from Philadelphia.
Product: CircleDog
Current Version:
Category: On-Premise Small Business CRM
Solution
Sub-Category:
Client Platform:
Server Platform:
Database Platform:
CircleDog is simple to install, easy to use, and affordable. It has the
features you need, without the hassle. Designed for small businesses, now
you can effectively track sales, customers, interactions, contacts, and
mailings.
Manage and analyze contact and customer information to make profitable
decisions
- Track complete contact information, including name, company, phone
numbers, address, website, email address, last meeting date, and much
more
- Track contact interactions, like mailings and phone calls, so you
can make informed decisions about future interactions
- Keep track of important conversations, commitments, and meetings
with date- and time-stamped notes for each contact
- Track completed tasks for each contact so you have a full record of
letters, emails, calls, and meetings
- Show relationships between contacts, creating your own social
network
- Track best times and methods to call, email, or mail your contacts
- Find contacts quickly using the instant search features
Get targeted mailings out fast—saving time and increasing revenue
- CircleDog sends mailings in a few clicks—no more complicated,
time-consuming mail merges
- Send mass email to any targeted list of contacts
- Create a list using CircleDog’s easy SmartList feature, then send a
mailing to it
- Generate labels and envelopes
- Choose from hundreds of label and envelope types
- Choose from prewritten letter templates or create and save your own
- CircleDog records mailings in each contact record automatically
- Send receipts and thank you letters
Segment your data in powerful ways to gain insight and to target your
most profitable audience
- SmartLists let you build lists of your contacts using complex
criteria
- Segment your contacts into highly targeted lists, then send mail or
email to your lists, or run reports for them
- CircleDog sports convenient built-in SmartLists to get you started
right away
Produce polished reports to learn about customer and sales trends
- Create great-looking reports in a variety of styles
- Gain insight into your contacts and sales information with just a
few clicks
- Learn about sales trends and show them visually
- Choose from the built-in reports or create your own
- Display reports as bar charts, line charts, summary reports, or
lists
- Adjust columns, dates, and grouping of columns with easy
customization
- Export reports to Excel with a single click for further analysis
Easily organize, track, and manage all of your sales
- Record unlimited sales for every contact
- View a complete sales history of each contact to gain insight
- Categorize sales for easy reporting, segmenting, and analysis
- Customize many sales fields to meet your needs
- Find and review sales quickly using the search feature
Manage your tasks for each contact so you always know what needs to get
done
- Set reminders to call your contacts, or record notes about them
- Store tasks in contact records as well as in a convenient calendar
- See open tasks on your CircleDog home page dashboard so you don’t
forget them
Understand how your contacts are connected, and profit from the
knowledge
- Track who your contacts work with, who their colleagues are, and
what relationships they have
- Gain insight into how your data is connected
Save time!
- Even non-technical people can install CircleDog and get started
right away
- Clear, user-friendly design makes it easy to find what you need and
get your work done
- Plain-English help that is relevant to your current action is
available on every screen
- CircleDog experts offer insight on free informative blogs and
community forums
- Contacts and customer data can be shared with your whole office
(separate licenses required)
- Easy customization of many features ensures that CircleDog meets
your unique needs
- The built-in importer lets you import existing contacts into
CircleDog
Features Coming Soon
- Outlook integration, including tasks, contacts, and more
- PDA synchronization
- Mapping
- Remote backup
- Full-featured sales opportunity pipeline
- Advanced sales rep reports
For pricing details, see:
http://www.circledog.com/store/pc/viewPrd.asp?idcategory=&idproduct=1
We have yet to review this product.
Join the Conversation!
To see if this program is the best CRM solution for you just join into
the discussion thread on our CRM Community site. You can ask your questions
and hear what other users of this program have to say there!
Reminder: To post questions to the forum, you must
register first.
Don't worry, it's free!
Short List
If you are considering this program, you should also look at these other
CRM solutions:
Rich's Recommended Web Sites
Jim Cecil's Nurture Marketing site
Nurture Institute
Rich's Recommended Reads
Buy these books from Amazon.com
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