YellowBox CRM: The CRM Designed for Sales Teams

Review YellowBox CRM: The CRM Designed for Sales Teams - Appvizer

YellowBox CRM is aimed at small and medium-sized companies that want to implement a simple and scalable solution.

Sales, marketing and customer features for all

YellowBox CRM offers a complete standard functional scopeYellowBox CRM is not marketed in a modular way : all CRM functionalities (sales, marketing, customer services) are delivered as standard. You can change this perimeter as you need it.

The YellowBox CRM application is accessible via the Internet, regardless of browser and hardware (desktop, laptop, tablet, smartphone). This flexibility allows you to access your customer data at any time. The solution is very easy to handle. The solution administrator (technical or functional) can fully configure the application. Processes can thus be parameterized over time without complicated computer skills. YellowBox CRM can be interfaced with your ERP, your accounting, business management, website, your messaging and office tools, your telephony, ...). The economic model is extremely flexible and simple: pricing to the simultaneous and unnamed user. The offer is not modular to make it simple and readable. The solution is marketed in "license purchase" mode or "Saas / Cloud" mode. The Saas / Cloud offer is reversible. For more than 20 years, DIMO Software has been addressing companies of all sizes and sectors. In this way, we can offer our customers the best practices in their field.

Editor: DIMO Software

Strengths of YellowBox CRM

  • Certifications: GDPR, ISO 27001

YellowBox CRM demo and screenshots

Yellowbox CRM generate traffic and measure these action Yellowbox CRM: Analyze its business portfolios Yellowbox CRM manage customers and prospects the CRM application Yellowbox

YellowBox CRM customers

No customer reference

Other features of YellowBox CRM

See all the features

YellowBox CRM pricing and features

Plans & Pricing

€59 /month /user


Activity Monitoring
Custom Charts
Custom Queries
Data Deduplication
Data Import/Export
Interactive Dashboard
Objectives Management
Pivot Tables
Queries Designer
Shared Dashboards and Reports
Time Series Analysis
Application Customization
Software Layout & Themes
User Group Interface
Application Settings
Data Import & Export (CSV, XLS)
Data Sharing Rules
Management of Rights
PDF Export
Territory management
User Management
Turnover Analysis
Add Notes by Email
Appointment Scheduling
Calendar Syncing
Event Scheduling
Managing Attachments
Meeting Management
Note Taking Management of a task list and note-taking
Planning Overview
Shared Calendars
Task Management
Voice Entry
Contact Manager Search and organization application for professionnal contacts
Email Alias Secondary email address that redirects to the main address
Full Text Search within Conversations
Mail, Post Traditional mail
Mailing Lists Email address that forwards messages to address groups
Notifications Email, sms, or pop-up window that alerts you of an action
Shared Contacts Contacts viewed and updated by multiple people
VoIP Calls Phone conversations
Web Mail (Email Management) Sending and receiving emails
Customer Support
Claims Management
Help Desk
Queue Management
Data Asset Management
Authorisation to access and correct personal data
Automated Right to be Forgotten
Data Processing Registry
GDPR Consent Management
Omni-Channel Delivery
Document Management
Add Document from Email Transfer an email to the appllication to add a new document
Document Library
Document Mass Printing
Email document as an attachment
Full Document Search
Full Text Search
Event Information Management Address, access map, hours, number of participants, description
Marketing Automation
Campaign Scheduling
Campaigns Management
Campaigns Reports Clics, ROI
Contact Cleaning Avoidance of duplication, correction of email addresses, bounced email removal, management of NPAIs and unsubscriptions
Custom Response
Direct Mail Advertising
Email Designer/Builder Drag & Drop / WYSIWYG email editor
Email Templates
Email Tracking
Emails Scheduling
Identification of Users/Companies Identifying the user's name and contact based on IP, cookies, or finger printing techniques
Mailing Campaigns
Mass Email
Newsletter Management
Opt-out / Unsubscribe Management
Population Targeting Segmentation & profiling
Responsive Email Adaptive emails; messages adapt to the size of the screen
SMS campaign
Sending Speed Control
User IP tracking Identification and qualification of companies that visit your website using their IP address and cookie
Password Management
Password encryption
People Management
Activity monitoring
Process & Workflow
Automatic Actions
Task Management & Alerts
Product Information Management
Automated Data Export / Import API, Webservices, Flat files
Project Management
Kanban Board
Sales Force Automation
Access to a Collaborative Database of BtoB Contacts Source of targeted contacts that can be used for sales purpose
Account Management Management of company information
Automated Reminders Notification in order to call back a prospect or a customer
BtoB Approach
BtoC Approach
Business Card Scanner Business Card data import
Business Proposition Customer engagement via product positioning (price, competition, decision making, etc.)
Calls Management On-screen display of information related to an incoming call
Contact Management Editing and follow-up of contacts for a given company
Contact Type Client, Prospect
Custom Quote
Customer File Import
Customer Geolocation Location of individuals or companies on a map
Customer Portfolio Groups of customers
Events History and Follow-Up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead Scoring Prospect qualification
Monitoring and Collection of Social Data Analysis of what Internet users say on social networks
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Order Entry
Product Catalog Catalog of products for sale
Quote Proposal Avoidance
Route Optimization
Sales Forecasting Future sales numbers based on statistics
Sales Lead Lifecycle Management
Sales Process and Pipeline Customer life cycle management
Sales Report Conversion rate, team performance, best sales
Salespeople Management
Segments / Populations Possibility to group contacts by type
Standardized Mail Allows you to save an email as a standardized response and use it over and over again
Web Browsing
Chrome (All Versions)
Firefox (All Versions)
Safari (All Versions)


Integration & Interoperability
API, Web Service Restful APIs
Active Directory (AD) Integration
Linux OS
Mac OS
Website (plugin, form)
Windows OS
Mobile App
Security & Confidentiality
Access Restriction on IP Addresses
Advanced Encryption Standard (AES)
Daily Backups
Data Loss Prevention (DLP) Control sensitive business data with built-in DLP policies based on regulatory standards such as PII and PCI, which help to identify, monitor, and protect sensitive data through deep content analysis.
Geographic Data Redundancy
Secure Sockets Layer (SSL)
Strict Internal Access Controls
Total Data Reversibility
24/7 Support
Configuration Support
Help Desk (Phone, Email, Ticket, Chat)
Knowledge Base (tutorials, demos)
On-site Training

Data hosted in the following countries: France

Integrations YellowBox CRM

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