SalesforceIQ
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Appointment management
- Contact history
- Customer pipeline
- Lead management
- Prospecting tools
- Shared contacts
- Task management
Pricing Info
Pricing Info
Four packages are offered as well as a 30-day free trial.
Lightning Essentials – $25/user per month (billed annually)
- Up to 5 users
- Account and Contact Management
- Opportunity Management
- Customizable Sales Process
- Task Management, Activity Feed
- Einstein Activity Capture
- Lightning dialier (additional cost)
- Sell from anywhere on any device
- Includes some features to:
- Find and manage leads better
- Manage customers and sales details
- Get real time insights
- Collaborate across your company
- Cross-sell and upsell more easily
- Customize and automate processes
- Connect sales info to any app
- Get the most out of Salesforce
Lightning Professional – $75/user per month (billed annually)
- All Essentials features, plus:
- 1 sales console app
- Person accounts
- Configure, price, quote & bill
- Collaborate across your company
- Cross-sell and upsell more easily
- Connect sales info to any app
- Get the most out of Salesforce
Lightning Enterprise – $150/user per month (billed annually)
- All Professional features, plus:
- Find and manage leads better
- Manage customers and sales details
- Sales teams
- Calendar all
- Opportunity score
- Einstein automated contacts (additional cost)
Lightning Unlimited – $300/user per month (billed annually)
- All features
Integrations
Integrations
SalesforceIQ seamlessly integrates with Desk, Pardot, MailChimp, HubSpot and the other apps you use. You can use the integrations to save time, optimize efficiency, and supercharge productivity.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
New York Post, Box, Easy Taxi, RingDNA
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
SalesforceIQ (formerly called RelateIQ) is a robust CRM solution that enables companies to build stronger relationships.
Company Email
Company's Address
502 Emerson Street
Palo Alto, CA 94301
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Dedicated Account Manager and customer service team
- Training for every loan officer
- Automated email and direct mail campaigns based on 45 years of experience in the industry
- Real-time exclusive lead generation with email alerts
- Built-in PURLS (personalized web pages) for lead generation
- Customer satisfaction survey with NPS scoring
- White labeled private storefront with corporate approved designs
Pricing Info
Contact MyCRMDashboard for basic and enterprise pricing information on MyCRMDashboard Mortgage CRM product. You can also submit a request for a free trial to see if the software is a perfect fit for your business.
Integrations
MyCRMDashboard Mortgage CRM integrates with the following business systems and applications:
- LOS/API integration
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mohave State Bank, Resource Financial, North Shore Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Cloud-based customer relationship management software (CRM) intended primarily for the residential mortgage industry.
Company Email
info@continuityprograms.com
Contact No.
Company's Address
Continuity Programs Inc. Corporate Headquarters
8451 Boulder Court
Walled Lake, MI 48390
United States
MyCRMDashboard Mortgage CRM Comparisons
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Both SalesforceIQ and MyCRMDashboard Mortgage CRM were reviewed by a panel of reliable B2B experts who prepared a full analysis of all important elements of every solution. Their final rating was prepared by means of unique SmartScore system which provides an individual partial score to each component like: main features, client support, mobile support, security, user satisfaction as well as market presence. Here at FinancesOnline we are aware that useful features are not the only aspect crucial to a business so we make sure we pay attention to all facets of a solution before giving it a final score.
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