Banckle CRM Features
All Your CRM Tools in One Place
Easy online customer relationship management (CRM) tools for busy and dispersed teams. Stay in touch with colleagues and customers, manage tasks and view the pipeline, all in one place.
Stay Informed with Real Time CRM Dashboard
Get a real time picture of your business, right on your web based CRM application dashboard. See instant updates about the total pipeline value, sales teams’ activities and customer communication. View personalized to-do task list for every team member, keeps everyone focused and gets things done.
Visible Sales Pipeline with Powerful Tracking and Management
For each and every deal you bring in, from first contact to closure, Banckle.CRM software maintains real-time track of your communication, keeps a complete history in one place and helps you win the most. Easily view, update, track and manage your sales pipeline and benefit from collaborative sales efforts.
Banckle Apps Connections
With interconnected Banckle apps, stay in touch with your customers at every stage of the customer engagement cycle. Whether it’s a live chat session, an email, phone call or an audio video conference, keep all the communication at one central point under your online CRM software. Create business leads and contacts, right from the live chat application. Hold audio and video conferences with your customers, have one click access to your clients’ machines or give live presentations and product demos to your sales prospects! All with Banckle apps platform.
Intelligent Task Management
Never miss a follow up or a deadline with personalized task list right on your CRM dashboard. Stay on top of your sales activities with easy, efficient and useful task management features. Always have access to your updated task calendar.
Email Integration and Contacts Management
Integrate your business email into Banckle.CRM software. Send, receive and track all email correspondence right from your own cloud CRM platform. Stay on top of communication and build stronger business relationships. Always have access to complete and updated contact information of individuals and companies. Keep sales leads, customers, suppliers and vendors, all in one place.
Interactive Reporting and in-depth CRM for Sales Analytics
Get insight into Sales Funnel Analysis, gauge your team performance and dig deeper to assess overall sales effectiveness. Detailed, flexible and advanced reporting CRM application feature. View analytics to get 360 degree perspective, for better forecasting and informed decision making.
Excel with Platform Independence and Mobility
A complete platform independent online CRM solution. No setup – nothing to download. Use it on any device, operating system or browser, in or away from the office. Stay focused on customers, irrespective of your platform or location.
Skype Click to Call
With the Click to Call feature, easily call any of your sales prospects, contacts and accounts via Skype, right from your CRM for sales application. No need to manually dial any phone numbers or to keep a manual record of your calls, because Banckle.CRM does it all for you.
Developer Friendly APIs
Based on powerful Banckle.CRM engine, explore your creative side using a set of powerful APIs to enhance your online customer relationship management application functions.
From the Archive
- Extract all files from the banckle-crm ZIP archive.
- Upload the extracted banckle-crm folder to the /wp-content/plugins/ directory.
- Activate the plugin through the Plugins menu in WordPress.
From the WordPress admin
- Download the Banckle CRM widget for WordPress.
- Sign into your WordPress website admin.
- On the left menu click Plugins.
The Plugins screen displays.
- Click Add New.
The Install Plugins screen is displayed.
- Click Upload.
- Provide the path or browse to the plugin files you downloaded earlier.
- Click Install Now.
The widget is successfully installed.
- Click Activate Plugin.
The widget is successfully activated and now is ready to make it available on your website.
Note: For more information please check this documentation page.
- Create a new Contact Capture Form and copy the generated code.
- How can I get detailed help
Contact us by various means as mentioned on our Contact Us page. Our live customer support team will be glad to assist you.