In-Depth CRM Review

  CircleDog

 Mission Research, Inc.
 355 East Liberty Street, Suite 201
 Lancaster, PA 17602

 

 

About the Company:

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.

About the Product:

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 contactsCreate a list using CircleDog’s easy SmartList feature, then send a mailing to it
• Generate labels and envelopesChoose 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  

Price:

 For pricing details, please contact the company directly.

Rich's View:

 This review is undergoing a major update and should

be available real soon now!

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

http://www.nurturemarketing.com/

Nurture Institute

http://www.nurtureinstitute.com/

Rich's Recommended Reading List