coAction CRM

coAction CRM allows organizations to manage their entire customer service oriented processes. From leads, contact, opportunities, and support items, coAction efficiently manages the entire customer relationship process, and lets previously disparate departments collaborate on all activities.

coAction CRM Price

  • Workgroup: $25/User/Month
  • Enterprise: $50/User/Month

Customer Focus

coAction CRM addresses the needs of mid-sized companies and larger enterprises.

coAction Key Features

  • Rules-based routing to cases
  • Support cases can be submitted through the customer web portal, custom forms, or email
  • Automated canned responses to customer inquiries
  • Alerts and reminders can be linked to Service Level Agreement triggers, to ensure best quality service
  • Strong functionality for lead management, contact management, opportunity management, task management, and forecasting
  • Workflow features that enable users to automate various tasks including emails and forecast changes
  • Reporting capabilities allow users to use pre-built reports or generate their own through custom reporting features.
  • coAction provides a payments platform for invoicing and payment, and includes a claims platform to reduce deductions and exceptions.
  • Project management functionality ensures that businesses can optimize their resource management with powerful capabilities such as: milestones, resource assignment, timelines, and task
Read more about coAction CRM

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