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theCRM Reviews & Product Details

Nilesh D.
ND
Chief Revenue Officer (CRO)
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about theCRM?

User Experience with the screen interface Review collected by and hosted on G2.com.

What do you dislike about theCRM?

Integration with project management and delivery operations Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

Junk Leads and opportunity

RFP / RFI estimation Review collected by and hosted on G2.com.

theCRM Overview

What is theCRM?

theCRM is modern CRM software designed to improve the management of sales, customers or any business process you would like to digitally transform. Helping you to deliver more growth and deliver more efficiency. We can help you improve the management, tracking, automation and reporting of all your processes.  Increase the efficiency of marketing, sales, product management, service delivery and much more. theCRM can be quickly integrated with your existing systems. Make your business more efficient by reducing the manual duplication of data and improving data quality.  Orchestrate one seamless customer journey. Integrate everything from the main business applications through such as ERP to niche custom products. Enterprise CRM capability at a sensible price, delivering more results for less.

theCRM Details
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theCRM Community
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Product Description

theCRM is modern CRM software designed to improve the management of sales, customers or any business process you would like to digitally transform. Helping you to deliver more growth and deliver more efficiency. We can help you improve the management, tracking, automation and reporting of all your processes.  Increase the efficiency of marketing, sales, product management, service delivery and much more. theCRM can be quickly integrated with your existing systems. Make your business more efficient by reducing the manual duplication of data and improving data quality.  Orchestrate one seamless customer journey. Integrate everything from the main business applications through such as ERP to niche custom products. Enterprise CRM capability at a sensible price, delivering more results for less.


Seller Details
Seller
CRM-UK
Year Founded
1998
HQ Location
Banbury, GB
Twitter
@crmsoftwareuk
79 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®

Recent theCRM Reviews

AD
Airen D.Small-Business (50 or fewer emp.)
5.0 out of 5
"CRM is a best tools for our business, its easy to find the clients and services."
CRM is easy to acces to everyone. Very accessble to other devices. When i find our clients, its easy to fall out. I always use this CRM everyday. T...
Nilesh D.
ND
Nilesh D.Enterprise (> 1000 emp.)
4.0 out of 5
"User Experience"
User Experience with the screen interface
Junaid B.
JB
Junaid B.Mid-Market (51-1000 emp.)
5.0 out of 5
"User Friendly"
Provides a simple and easy view with sufficeint data capturing
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theCRM Media

theCRM Demo - theCRM CRM Software Complete Customer View
theCRM Complete Customer View - Manage everything
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10 out of 11 Total Reviews for theCRM

4.9 out of 5
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10 out of 11 Total Reviews for theCRM
4.9 out of 5
10 out of 11 Total Reviews for theCRM
4.9 out of 5

theCRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
AD
Sales Coordinator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about theCRM?

CRM is easy to acces to everyone. Very accessble to other devices. When i find our clients, its easy to fall out. I always use this CRM everyday. This is the best tools. Review collected by and hosted on G2.com.

What do you dislike about theCRM?

Maybe the one that i don't like to this app, is sometime its so hard to create the reports. Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

Creating Report. I try to analyze to to make a usable report. Then so lucky I have learned how to create a report. Its very easy to check all services. Review collected by and hosted on G2.com.

SM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about theCRM?

I like about the CRM software and it very helpful in tracking the customer data this also allows me to keep track teams activity in one place and it is very time saving and useful. Review collected by and hosted on G2.com.

What do you dislike about theCRM?

I didn't find any dislike about this sofware it is very easy to integrate and i like the way when we can enquiry about the products, data for all customers through it is cleary easy to understand. Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

It is very helpful to track the records of all the data and it is time saving process before i was facing some issues to track the data but the help of CRM software i can save alot of time and data. Review collected by and hosted on G2.com.

Quynn A.
QA
Account Executive
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about theCRM?

Everything is in one place, and allows you to see more data. It helps you view more opportunity within each account and helps to reduce risk. Review collected by and hosted on G2.com.

What do you dislike about theCRM?

Still a little bit early on, but overall very satisfied. Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

Helping to reduce risk in deals by seeing more data on one screen. This gives access to work through the challenges prior to it becoming to late in the deal cycle. Review collected by and hosted on G2.com.

Akash M.
AM
QA Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about theCRM?

From sales to Business management uses, theCRM is helpful in managing customer data properly Review collected by and hosted on G2.com.

What do you dislike about theCRM?

The ease of use for the platform can be improved for better usability Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

Digital Retailing & AI driven platforms for managing customer data properly Review collected by and hosted on G2.com.

Junaid B.
JB
Provisioning Team lead
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about theCRM?

Provides a simple and easy view with sufficeint data capturing Review collected by and hosted on G2.com.

What do you dislike about theCRM?

Ocasionally times out, possibly due to servers or internet conection Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

Collates comprehensive data of customers & Clients which assists with sales & customer service Review collected by and hosted on G2.com.

DK
European Sales and Product Development Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about theCRM?

When I was first introduced to this CRM system the company was using the "least worse" option to meet the unique company requirements. theCRM team seamlessly implemented the product, but more importantly, we were able to adapt the program specifically to meet the needs of the business, which meant we no longer needed to make do and find workarounds but could move forward with a fully integrated system into the heart of the companies day to ay business.

The whole system was developed and integrated from concept to implementation in less than 3 months hitting a tight timeline that would have had catastrophic if missed. The fact that there is no hierarchy or primacy to the data makes this CRM useful for all types of applications and extremely intuitive to use.

I was so impressed by the capability of the product in combination with the service, that when I moved business' I immediately implemented the system within the company's structure. Review collected by and hosted on G2.com.

What do you dislike about theCRM?

I am always nervous about stating there is not an issue with a product, but in reality, it archives everything it needed to in both installations I have been involved with. Typically the tiny idiosyncrasies are a consequence of the browser, not the system.

Moreover, any problem with the system has always been resolved within hours following a quick phone call. Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

When I first installed this system into the company we had specific requirements on our wish list to enable us to perform the day-to-day tasks. These were

- Off-line usage

- implementation onto a tablet

- Simple integration of photos taken on-site against a project.

- output of forms on site

- output of signed electronic documents on-site and emailed immediately wifi signal was found.

All of these were achieved and some were implemented from concept to roll out in less than 3 months. Review collected by and hosted on G2.com.

Paul H.
PH
Commercial Director
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about theCRM?

The fact that you can link anything to anything. If you have a complex route to market that involves a range of influencers it is the only system that I have found that can simply cope with that> I also felt during design and implementation phase that CRM UK understood my business needs and was able to quickly translate this to custom features that make the system very useful. Review collected by and hosted on G2.com.

What do you dislike about theCRM?

Very little that can't be added in the customisation phase. Review collected by and hosted on G2.com.

Recommendations to others considering theCRM:

understand your process and be able to describe it before customising theCRM. Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

the business has complicated relationships between projects, specifiers, resellers and contractors and theCRM allows you to take a 360-degree look at this. This information could only previously be stored in a linear manner and as such wasn't very accessible Review collected by and hosted on G2.com.

Verified User in Construction
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about theCRM?

- Functionality

- Bespoke opportunities

- Sales & Productivity benefits

- Automation

- Business, Customer & Supplier insights

- Support & Service from CRM UK Review collected by and hosted on G2.com.

What do you dislike about theCRM?

Nothing of note, CRM UK do an excellent job in working with our business to adapt theCRM to support our business. Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

- Estimating Service Improvements

- Process Improvements

- Better business, supplier and customer insights

- Better sales focus, customer management and opportunity conversion. Review collected by and hosted on G2.com.

RM
Managing Director
More Options
Validated Reviewer
Review source: Organic
What do you like best about theCRM?

I use theCRM as a third party business consultant for my clients. Currently 2 Clients are using the software. My role in supporting them is to provide strategic support for their sales and marketing departments.

In my own experience of CRM, this is the most logical option I have worked with. My clients love it, their users love it and the team at CRM-UK are always a real pleasure to engage with.

If you have tried to tailor a CRM in the past, to fit your own Sales Processes, you may have had to create some workarounds. Not with theCRM, it is so agile and appears to have been developed with business need as well as user requirement as the critical factors. Review collected by and hosted on G2.com.

What do you dislike about theCRM?

There is very little to dislike. It does what it should for the Business. It does what it should for the strategists, and it definitely does what it should for the users. My only negative is that I never found it sooner for lots of business leaders that I know. Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

Complex management of Construction Industry Projects. Managing so many contacts that are not classed as a "Customer" or "Lead" would have typically meant creating workarounds. Not with theCRM, you can create multi layered relationships and 'link' different entities to different entities. Almost think of it as unstructured data, that is structured !

User Engagement is also a massive factor in any CRM deployment. Industry watchdogs happily report on high rates of CRM project failure. theCRM is used by people because it works naturally, how they would work and how they would think. If the users enjoy using it, you are far less likely to become another of those reported failures. Review collected by and hosted on G2.com.

Andi R.
AR
CSO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about theCRM?

Secure, very flexible, easy to use and easy to integrate with.

Capability to scale and support more business functions.

Accessible responsive service team. Review collected by and hosted on G2.com.

What do you dislike about theCRM?

Nothing to note but it is important to remember that the system becomes part of your business when you invest time into getting the set up right.....this can de very simple. Review collected by and hosted on G2.com.

What problems is theCRM solving and how is that benefiting you?

Sales, marketing, support contact management

Integration with Xero, Teams and email workflow

Getting the staff disciplined about data management and sharing whilst respecting GDPR Review collected by and hosted on G2.com.