CBS CRM Reviews & Pricing

by CBS Systems | Founded 1927, Chicago, Illinois

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Overview Pricing Benefits Reviews Features

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What is CBS CRM?

Industry Specialties: Education, Manufacturing, Healthcare, Services, Hospitality, Insurance, Startup, Wholesale & Retail.

CBS CRM is a comprehensive software solution designed to streamline customer relationship management tasks. It excels in organizing customer data, automating marketing efforts, and enhancing sales processes, making it particularly suitable for industries like retail, finance, and healthcare. Users appreciate its intuitive interface and robust analytics capabilities, which provide actionable insights into customer behavior and preferences. Unique features include customizable dashboards and seamless integration with other business tools, which enhance productivity and collaboration. Compared to similar products, CBS CRM is praised for its flexibility and user-friendly design, although some users note that advanced customization may require additional support. Pricing details are not publicly disclosed, so potential users are encouraged to contact SelectHub for a personalized quote. Overall, CBS CRM stands out for its ability to adapt to diverse business needs, offering a reliable and efficient solution for managing customer relationships.

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CBS CRM Pricing

Based on our most recent analysis, CBS CRM pricing starts at $11 (Monthly, Freemium).

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Starting From: $11.19
Pricing Model: Monthly, Freemium
Free Trial: Yes, Request for Free

Training Resources

CBS CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for CBS CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

CBS CRM Benefits and Insights

Why use CBS CRM?

Key differentiators & advantages of CBS CRM

Enhanced Customer Insights: CBS CRM provides detailed analytics on customer interactions, enabling businesses to tailor their strategies based on real-time data and trends.
Improved Communication: By centralizing customer information, CBS CRM ensures that all team members have access to the same data, reducing miscommunication and enhancing collaboration.
Increased Efficiency: Automating routine tasks such as follow-ups and data entry allows teams to focus on more strategic activities, boosting overall productivity.
Better Customer Retention: With tools to track customer satisfaction and engagement, CBS CRM helps businesses proactively address issues, leading to higher retention rates.
Streamlined Sales Processes: The software provides a clear view of the sales pipeline, helping sales teams prioritize leads and close deals more effectively.
Scalable Solutions: CBS CRM can grow with your business, offering customizable features that adapt to changing needs without requiring a complete system overhaul.
Data-Driven Decision Making: Access to comprehensive reports and dashboards empowers managers to make informed decisions based on accurate, up-to-date information.
Enhanced Customer Experience: By maintaining a complete history of customer interactions, CBS CRM allows businesses to provide personalized service that meets individual customer needs.
Cost Savings: By reducing the need for multiple software solutions and minimizing manual errors, CBS CRM can lead to significant cost reductions over time.
Regulatory Compliance: The software helps ensure that customer data is handled in accordance with industry regulations, reducing the risk of compliance issues.
Seamless Integration: CBS CRM integrates with other business tools, such as email and accounting software, creating a cohesive ecosystem that enhances overall functionality.
Real-Time Collaboration: Teams can work together more effectively with shared access to customer data, fostering a collaborative environment that drives results.
Customizable User Experience: Users can tailor the interface to their preferences, improving usability and ensuring that the system meets the unique needs of each team member.
Proactive Customer Support: With automated alerts and reminders, CBS CRM helps businesses stay on top of customer inquiries, ensuring timely and effective support.
Comprehensive Training Resources: CBS CRM offers extensive training materials and support, helping teams quickly adapt to the system and maximize its benefits.

Industry Expertise

CBS CRM is particularly well-suited for small and medium enterprises (SMEs) seeking to enhance their profitability, efficiency, and growth. It empowers businesses to connect with and engage customers more effectively, optimize marketing campaigns, and monitor online sales and marketing activities.

Key Features

Notable CBS CRM features include:

Contact Management: Efficiently organize and manage customer information, including contact details, interaction history, and preferences, all in one centralized database.
Sales Automation: Streamline sales processes with automated workflows, lead scoring, and task assignments to enhance productivity and focus on closing deals.
Customizable Dashboards: Tailor dashboards to display key performance indicators and metrics relevant to your business needs, providing a clear overview of your CRM data.
Email Integration: Seamlessly integrate with popular email platforms like Outlook and Gmail to track communications and schedule follow-ups directly from the CRM.
Reporting and Analytics: Generate detailed reports and gain insights into sales trends, customer behavior, and team performance with advanced analytics tools.
Mobile Access: Access CRM data on-the-go with a mobile-friendly interface, ensuring that your team can stay connected and productive from anywhere.
Task Management: Assign, track, and prioritize tasks within the CRM to ensure timely follow-ups and efficient workflow management.
Lead Management: Capture, track, and nurture leads through the sales funnel with tools designed to improve conversion rates and optimize lead handling.
Integration Capabilities: Connect with third-party applications and services, such as accounting software and marketing platforms, to create a cohesive business ecosystem.
Security Features: Protect sensitive customer data with robust security measures, including user permissions, data encryption, and regular security audits.
Customer Support Tools: Enhance customer service with features like ticketing systems, knowledge bases, and live chat integration to resolve issues efficiently.
Social Media Integration: Monitor and engage with customers on social media platforms directly from the CRM, allowing for a more comprehensive view of customer interactions.
Workflow Automation: Automate repetitive tasks and processes to save time and reduce human error, allowing your team to focus on more strategic activities.
Custom Fields and Modules: Adapt the CRM to your specific business requirements by creating custom fields and modules that capture unique data points.
Collaboration Tools: Foster teamwork with features like shared calendars, document sharing, and internal messaging to improve communication and project coordination.
Data Import and Export: Easily import existing data into the CRM and export data for reporting or analysis, ensuring seamless data management.
Scalability: Accommodate business growth with a CRM solution that scales with your organization, offering additional features and capacity as needed.
Training and Support: Access comprehensive training resources and support services to ensure successful CRM implementation and ongoing user proficiency.