YellowBox CRM: The CRM Designed for Sales Teams

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: ISO 27001, GDPR

YellowBox CRM demo and screenshots

YellowBox CRM customers

No customer reference

Integrations YellowBox CRM

YellowBox CRM pricing and features

Plans & Pricing

Entreprise
€59 /month /user

Features

Application Customization
Fields
Modules
Software Layout & Themes
User Group Interface
Application Settings
Dashboard
Data Import & Export (CSV, XLS)
Data Sharing Rules
Groups
Management of Rights
PDF Export
POP3 / IMAP
User Management
Collaboration
Add Notes by Email
Appointment Scheduling
Calendar Syncing
Event Scheduling
Managing Attachments
Meeting Management
Notes
Planning Overview
Shared Calendars
Voice Entry
Communication
Contact Manager Search and organization application for professionnal contacts
Notifications Email, sms, or pop-up window that alerts you of an action
Shared Contacts Contacts viewed and updated by multiple people
Web Mail (Email Management) Sending and receiving emails
Customer Support
Claims Management
Escalation
Help Desk
Queue Management
Ticketing
Document Management
Document Library
Full Document Search
Full Text Search
Marketing Automation
Campaign Scheduling
Campaigns Management
Email Tracking
Mass Email
Newsletter Management
Opt-out / Unsubscribe Management
Population Targeting Segmentation & profiling
Process & Workflow
Automatic Actions
Task Management & Alerts
Sales Force Automation
Account Management Management of company information
Automated Reminders Notification in order to call back a prospect or a customer
BtoB Approach
BtoC Approach
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.
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
Product Catalog Catalog of products for sale
Prospection
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

Services

Integration & Interoperability
API, Web Service Restful APIs
Active Directory (AD) Integration
Linux OS
Mac OS
Website (plugin, form)
Windows OS
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
Support
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

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