Propeller CRM Features
What are the features of Propeller CRM?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Customizations
- Templates
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Propeller CRM Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data |
Sales Force Automation
Contact & Account Management | Based on 14 Propeller CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 90% (Based on 14 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 14 Propeller CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 90% (Based on 14 reviews) | |
Task / Activity Management | Based on 14 Propeller CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 82% (Based on 14 reviews) | |
Territory & Quota Management | Based on 10 Propeller CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 80% (Based on 10 reviews) | |
Desktop Integration | Based on 10 Propeller CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 83% (Based on 10 reviews) | |
Product & Price List Management | Based on 10 Propeller CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 75% (Based on 10 reviews) | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | Not enough data | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | Not enough data |
Marketing Automation
Email Marketing | Based on 11 Propeller CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 83% (Based on 11 reviews) | |
Campaign Management | Based on 12 Propeller CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 86% (Based on 12 reviews) | |
Lead Management | Based on 12 Propeller CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 85% (Based on 12 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. | Not enough data |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | Not enough data | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | Not enough data | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | Not enough data |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Mobile & Social
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data |
Reporting & Analytics
Reporting | Based on 12 Propeller CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 78% (Based on 12 reviews) | |
Dashboards | Based on 12 Propeller CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 76% (Based on 12 reviews) | |
Forecasting | Based on 10 Propeller CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 72% (Based on 10 reviews) |
Analytics
Open Rates | Records the rate at which emails are opened. | Not enough data | |
Link Activity | Records the rate at which links in emails are followed. | Not enough data | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. | Not enough data |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | Not enough data | |
Email Scheduling | Allows administrators to schedule out emails in advance. | Not enough data | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. | Not enough data | |
Email Categorization | Allows for the categorization of emails. | Not enough data | |
Templates | Allows for the creation of templates for frequently-sent emails. 10 reviewers of Propeller CRM have provided feedback on this feature. | 93% (Based on 10 reviews) |
