Features

Why Choose Us

Sales Force Automation

Streamline everyday sales, marketing, and support tasks, freeing up essential work hours for a focus on customer interactions. Develop efficient workflows to minimise manual data input, remove duplicates, and accelerate overall processes.

  • Lead Management
  • Deal Management
  • Contact Management
  • Account Management
  • Workflow Automation
Why Choose Us

Canvas Design Studio

Customise the look and feel of Acolyte CRM to suit your preferences with Canvas, an easy-to-use drag-and-drop editor.

Whether you want to build your experience from scratch or choose from our artist-crafted templates, tailor your CRM to display role-specific insights or industry-focused sales data with a personalised touch.

Why Choose Us

Process Management

Ensure your sales team is well-versed in every stage of your pipeline. Blueprints empower them to identify the next strategic move at any point. Define and streamline your sales process for seamless team-wide implementation.

  • Blueprint
  • Approval Process
  • Scoring Rules
  • Assignment Rules
  • Escalation Rules
  • Review process
  • Validation Rules
  • Email Parser
  • Multi-page layouts
Why Choose Us

Journey Orchestration

Use CommandCenter to craft personalised customer experiences. Uncover real-time customer journeys and visualise them through intuitive maps. Gain valuable insights into customer preferences, synchronise actions across departments and third-party apps for more meaningful journeys.

Effortlessly track the progress of each prospect or customer to stay informed about their unique paths. Utilise detailed reports to identify and improve any delays or inefficiencies at different stages of the customer journey.

  • Path Finder
  • Journey Builder
Why Choose Us

Multichannel

Engage in live conversations with customers and potential clients. Receive instant notifications when individuals interact with your brand, whether they're exploring your website, reading an email, or discussing your brand on social media.

  • Email
  • Telephony
  • Social Media
  • SMS
  • Live Chat
  • Self-Service Portals
  • Web conferencing
  • Realtime Notification
Why Choose Us

Analytics

As your business expands, knowledge becomes crucial. Utilise Acolyte CRM's reports, analytics, and forecasts to assess the effectiveness of each sales activity and break down quotas into manageable targets.

  • Reports
  • Charts
  • Anomaly
  • Cohorts
  • Quadrants
  • Zones
  • KPI
  • Comparator
  • Funnels
  • Target Meters
  • Capabilities
Why Choose Us

Sales Enablement

Empower your team with effective tools, eliminating struggles. Generate price quotes, access sales scripts, and enable seamless interaction for customers, vendors, and partners through CRM portals, saving valuable time and effort.

  • Quotes & Finance
  • Portals
  • Wizards
  • Calender
  • Google Workspace
  • Doucument Library
  • Sell on the move
  • Partner Management
Why Choose Us

Performance Management

Boost your sales team's efficiency by leveraging precise revenue forecasts and incorporating productivity games to surpass sales quotas. Swiftly categorise customers, support multiple currencies, utilise AI predictions for lead prioritisation, and monitor website visitors to enhance prospect conversion.

  • Sales Forecasting
  • Territory management
  • AI Prediction
  • Motivator
Why Choose Us

Customization

Every business has unique traits, and your CRM should reflect that uniqueness. Customize your CRM by blending various features to align with your specific business needs. Tailor the information collected, the data presentation, and even the language and currency to meet your distinct requirements.

  • Page Layouts
  • Custom Components
  • Views and Filters
  • Subforms
  • Currencies and Translations
Why Choose Us

Remote Work

Modern sales teams require the flexibility to communicate and collaborate effectively from any location, not just the office. Acolyte CRM's remote-ready features enable you to stay connected with prospects and leads while working remotely.

Why Choose Us

Security

Ensuring your security is our utmost priority. We recognize the essential need for organisations to maintain a balance between safeguarding customer data and enabling employees to carry out their tasks freely. Acolyte CRM excels in fulfilling both of these requirements.

  • Roles, Profiles and Teams
  • Data Security and Compliance
  • GDPR
  • HIPAA
Why Choose Us

Developer Platform

Create cohesive systems, deliver tailored user experiences, and design applications for both web and mobile platforms. Utilise Acolyte CRM's developer platform and SDKs to construct and launch secure, scalable, and enterprise-ready solutions.

  • REST API
  • Widget SDK
  • Web
  • Functions
QUESTION & ANSWERS

Common questions to you know
before use our software.

Here are several common question and answer that could help you understand our software before you use it.

Customer Relationship Management (CRM) is a business strategy that focuses on managing and improving relationships with customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support processes.

A CRM system helps businesses streamline their processes, improve customer interactions, and enhance overall efficiency. It enables organizations to maintain a centralized database of customer information, track sales activities, and provide better customer service.

CRM offers several benefits, including improved customer relationships, increased sales, better customer service, streamlined business processes, enhanced communication, and a more efficient use of resources. It also provides valuable insights through data analytics for informed decision-making.

Yes, CRM systems are scalable and can be tailored to the needs of small businesses. They help small enterprises organize customer data, automate processes, and foster growth by improving customer relationships and sales.

Manage the relation between your business and your customer perfectly.

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