CRM Tools Product Review- Propeller CRM - ToOLOwl
Friday , August 17 2018

Struggling to make a Technology Choice for your Small/Mid-Size Business?
ToOLOwl is here to help!

Home / CRM / CRM Tools Product Review- Propeller CRM

CRM Tools Product Review- Propeller CRM

CRM-Tools-Product-review- propeller-CRM

You can see Top 10 CRM Tools for Small and Medium Businesses and Top 3 CRM Tools for Small and Medium Businesses to look into details.

Propeller tool is a CRM, which caters features for making tasks of sales managers easy and efficient. It ultimately helps in effective business management. It can run on the Gmail interface to manage your emails and responses with quick information.

Moreover, with Propeller extension, you can simultaneously carry out the email work including sending emails and tracking recipients’ activities to the relevant email. Manage your accounts, contacts, business prospects, campaigns, and other essentials on a single platform.

Editions and Pricing

Introductory offer- $29 /user/month that provides you email templates, task and activity tracking, pipeline management, and other features.

Capabilities and Supporting Set of Features

product_review_propeller_crm_reportReport
The report gives you a full picture of the business deals and opportunities. Here you can track outcomes based on the business inputs and transactions, which is shown by interest, trial, and negotiation bar graph. You can easily see the classified structure and can make strategic steps to reach beneficial results.

Covering a large area, it shows the engagement level of leads as well as the opportunities.

product_review_propeller_crm_email_templatesEmail templates
These are the predefined formats that you can use while sending a repetitive mail content. Easy to handle, the templates makes the work simpler and faster. Moreover, a user can customize the columns in the email template.

 

product_review_propeller_crm_filtersFilters
Filters are supportive and helpful in transforming the long list of results into crisp entities. They entail a large set of formulae to find the exact result for a user. The user can leverage filters at any point of time, as they are available at all possible phases of the app.

 

product_review_propeller_crm_dashboardsDashboards
You can make more than one dashboard according to your business requirement. Edit layout option makes you customize the framework of the dashboard. Furthermore, the addition of widgets is super easy due to the presence of predefined attributes including widget type, pipeline, time frame, time interval, and title.

Decide the time frame relevant to your workflow desire and the widget will provide you the corresponding results in its dashboard.

product_review_propeller_crm_taskTask
Management of tasks is an easy job on the platform. Along with creating new tasks for your team members, manage the already assigned to keep track of things at the right time. At the time of assigning a new task, insert due date along with the details, and you will be able to manage the workload amongst effective team members.

Mobile Accessibility

Currently, the app is not accessible via a dedicated mobile app.

Integration

The app allows integration with Zapier and PieSync.

Support

Support of the app entails videos and online chat option for the users.

Pros and Cons of Propeller CRM

Pros

  • Import and export CSV file easily.
  • Campaign management.
  • Tags help to discover things quickly.
  • Quick editable option for any field.
  • Enable or disable features regarding external services through settings.

Cons

  • Interrupts with an unexpected
  • Slow loading of the interface.
  • No option available for changing the username.
  • Integration with email applications other than Gmail could have provided better service.

Differentiator

  • Comprehensive data in tabular format.
  • Robust filter settings.

For more details, please visit Propeller CRM.

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

Owl Suggests

Collaboration-tool-Product-Review-sendtask

Collaboration Tools Product Review- Sendtask

You can see Top 10 Collaboration Tools for Small and Medium Businesses and Top 3 Collaboration Tools for Small …

Loading...