Tubular
Tubular is a piece of customer relationship management software with a number of advanced features that make it a leader in its category. The software combines many of the most sought after features of CRM suites, and it automates a wide range of tasks that were once forced upon the staff.
- Sales Pipeline Tracking
- Task and Contact Management
- Import Leads
- Forecast and Report Generation
- Comprehensive Data Indexing
- Excellent Management Tools
- No Apparent Negatives
There are several factors that make Tubular one of the best examples of comprehensive CRM software on the market. When you start a new deal using the Tubular system, a unique email address is given to the deal, and when that email address is added to the BCC or CC email fields, those emails are automatically inserted into the pipeline for that specific deal. To help everything remain as transparent and accessible as possible, Tubular organizes and indexes just about every piece of data it holds. That means you'll be able to use the comprehensive search function to find whatever information you need in a few moments. If you want to view a specific deal pipeline, you can do so. Pipeline views can be filtered by the team member who initiated the deal, the stage of the deal, the quarter in which the deal fell, and the label that forecasts the future of the deal. Using to-do lists that have been ordered by priority, you can take advantage of the software to set completion dates for certain tasks, combine deals with tasks that must be completed, and provide team members with specific task assignments. If you already have leads in other sources, you can automatically import those leads to the Tubular system. These sources might include programs like Autopilot, MailChimp, and Typeform. Tubular can also generate leads from popups and dedicated web forms. When tasks are marked as completed, users who were involved in those tasks are provided with a notification. The sales pipeline can be used to track the stage of a deal, and you can see trends in sales by highlighting certain portions of the sales analytics. Since the software is ideally suited for teams that need to collaborate on a single project, Tubular includes tools that help teams when it comes to handling tasks, contacts, leads, and much more. Since the software can seamlessly integrate with the workflow that you already employ, it won't be difficult to implement in your business. If you want to view information sorted through various contacts associated with that information, you can find everything related to a single contact through this software. You'll be able to see active deals, the ratio of successful to unsuccessful deals for that client, the lifespan of that client's average deal, and so on. Everything in the software can be filtered by various metrics that make it easy to manage all that data. Comprehensive reports are generated automatically by the software so users can see trends and insights into customer behavior.