Azurepath

Azurepath

All in one CRM, sales performance, and cash forecasting tool

4.9/5 (15 avaliações)

Resumo do Azurepath

Azurepath was built as an alternative to expensive and outdated CRM solutions that have a steep learning curve, require a lot of data input, and offer very little in the way of insights. At only $14.95 per user, per month, Azurepath is the industry leader in the power to price ratio.

Azurepath's remarkably clean user interface can be learned in minutes and starts generating powerful, automated business insights from day one for any sized business.

Batch import, update and export data in seconds. Filter by team, individual, event, or date/value range. Find anything using global search. Look months into the future using an automated and configurable sales forecast.

Preços

A partir de
$15/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Canadá, Europa, Reino Unido, Estados Unidos

Idiomas

Inglês

Avaliações do Azurepath

Classificação geral
4.9/5
100% avaliações positivas
14
Excelente
1
Muito bom
0
Média
0
Ruim
0
Péssimo
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A customizable software solution with an amazing support team behind it.

Usado Diariamente durante 1 a 5 meses
Avaliado em 15/02/2017
Fonte da avaliação: Capterra

How many times do you click on the 30 day trial - and then struggle to make the software work for you? In my case, it was multiple times. I am an admissions and marketing associate at a small, independent school in St. Louis. Resources are limited, and I don't represent a market that is lucrative enough for CRM software manufacturers to produce specialty systems. Thank goodness I found Azurepath. I was searching the web for customizable CRM systems at an affordable price point. AND I FOUND IT WITH AZUREPATH.

To give you some history, our accounts are families, my contacts are parents and my leads are children. All important pieces of our admissions funnel - but very different from most CRM systems. Azurepath is FLEXIBLE and CUSTOMIZABLE so it became a CRM system that works with my industry. BUT--it did require work and training on my part and customer service support.

Customer Support is AMAZING. The first question was during the first week of my 30 day trial - and I emailed Azurepath. To my surprise, I received a phone call within 30 minutes - and my support contact walked me through my problem --step by step. He didn't know if I planned to buy the software or not. I was given the VIP service. And I was convinced.

I purchased the system - and continued to modify and customize it. For a while, I talked to customer service a few times a week. And some of my ideas and suggestions were implemented. One new addition I like is the "Insights" page on the navigation bar. This is a dashboard that gives me an "At a Glance" look at my leads. I also like that I can connect my emails, from my current email server, to my prospects. I don't need to write emails inside the software system. And the "Reminder Clock" in the Touch section keeps me up-to-date with my leads. I just click the "clock" icon - pick a future date - and write a note to myself on how and why I need to reach out to the lead. And on that date, I receive an email reminding me to contact that lead. The reminder has a click-through link so I can immediately go and look at the lead before I write my email or make the call.

I've only used the system for a few months, and I have so much more to learn. It's a very powerful program that you can use just to keep track of leads --all the way to integrating with your financials. And I heard they are rolling out a way to import leads from my website webform directly into the database. So, do I recommend this software --YES!

Vantagens

Flexibility, Ability to Customize and amazing customer service.

Desvantagens

At first, I didn't like that I couldn't set a "touch" for a future date...a reminder. But Azurepath quickly added that capability into the software.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
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Incredible Customer Service & Does What It Says On The Tin

Usado Diariamente durante 1 a 5 meses
Avaliado em 21/09/2016
Fonte da avaliação: Capterra

Ok, it's going to be hard not to sound like a paid advertisement in this review, but our experience has been that good. The Azurepath team and tools have been nothing less than excellent. The customer service is unmatched and the tool is incredibly intuitive and easy to navigate. The Azurepath team worked with our company to tweak the tools to fit our needs and we now run our entire pipeline forecast on this system. It does a fantastic job of marrying a sales tool and a finance tool, which is exactly what we were after. We initially were going to go down the SalesForce route but it seemed like a sledgehammer to crack a nut. Salesforce is a powerful and complex tool, but it comes with a hefty price tag as well as the need for in-depth training sessions and very involved data input, thus making it a huge investment of time and money. Azurepath, on the other hand, fulfilled all of our requirements, was within our budget, and required minimal training and setup.

Vantagens

Intuitive, easy to use, clean interface. Responsive customer service. Great functionality. Cost effective.

Desvantagens

We operate with multiple currencies from all over the world, this software keeps you to one currency.
It's not possible to apply a cost without a payment invoice, so if costs are being accrued without a payment invoice then you are not able to record it.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Traduzir com Google

Best CRM Tool I've Ever Used

Avaliado em 14/12/2015
Fonte da avaliação

I’ve used Salesforce for the past 10 years to do tasks ranging from data input, pipeline management, to now as an Executive running business critical reports. At the prompting of a respected colleague, I recently signed up for a free 60-day trial of Azurepath and was blown away by how easy it was to navigate the system and set up KPI’s that gave me meaningful insight into the current and projected health of the business. Several weeks ago I took the full leap and switched our entire CRM over to Azurepath. What use to be a several day process of sitting down with each rep to get an accurate gauge of the confidence level of each forecasted opportunity, is now accomplished in a matter of minutes using Azurepaths business insight graphs. I can now go into quarterly board meetings with confidence that my Sales projections are backed by historical data and that forecasted revenue will only be off by a few percentage points.

Vantagens

Useful business insight graphs and trend reports.

Desvantagens

Nothing negative to say about the software.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Traduzir com Google

Very Intuitive

Avaliado em 27/02/2016
Fonte da avaliação: SoftwareAdvice

Vantagens

I'm a previous Salesforce user and anyone that's used Salesforce as a CRM knows how challenging it can be to generate accurate reports that allow you to effectively manage your Sales team and opportunity pipeline.

Azurepath is unlike any other CRM I've ever used as it truly provides me with meaningful reports that allow me to accurately forecast and create projections 3-4 quarters out.

Desvantagens

i've been using Azurepath for several months now and honestly can't think of anything that I don't like about this product. Their staff was extremely responsive to any and all questions I had at initial launch, and I've even received an unsolicited check-in from the Azurepath team to make sure that I was getting the expected value from the application.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Traduzir com Google

Excellent support. Adapted well to our application, which was to track contacts for a Lean Startup

Usado Semanal durante 6 a 12 meses
Avaliado em 21/12/2017
Fonte da avaliação: Capterra

The National Science Foundation has a Lean Startup program for their sbir recipients. It requires many contacts of prospective customers. Using the software allowed us to track that and report it in a convenient manner.

Vantagens

Intuitive ease-of-use, and easy to read reports. The ability to track touches allowed us to report this in a format which met our needs

Desvantagens

If it was free I would like it even better. If it had a mind reading application and I didn't have to hand enter things that would be great too. And there was some confusion on where to enter someone's name as both a lead and a contact when entering a new company.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10

Preço do Azurepath

A partir de
$15/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Free 14 day trial with no credit card required. $14.95 per user, per month after the trial ends.

Recursos do Azurepath

  • Análise de tendências
  • Criação de diagramas
  • Criação de relatórios personalizável
  • Interface para arrastar e soltar
  • Relatórios e estatística

  • API
  • Análise de dados em tempo real
  • Análise de dados visual
  • Apresentação de dados gráficos
  • Business Intelligence
  • Criação de painel
  • Dados em tempo real
  • Filtragem de dados
  • Geração pontual de relatórios
  • Importação/exportação de dados
  • Integração de terceiros
  • Monitoramento
  • Painel de atividades
  • Relatórios em tempo real
  • Visualização de dados

Mais informações sobre Azurepath

Principais recursos do Azurepath

  • Adjust pricing and burn rate within forecast
  • Aggregate all lead activity under parent accounts
  • Assign and track leads and targets for individual sales reps
  • Automated color coding and sortable columns prioritize tasks
  • Automated insights help predict performance and cash flow
  • Automated visual highlighting for out of date leads
  • Automatic trend charts and reports
  • Bcc Azurepath for email tracking and to add attachments
  • Customizable trend analysis for individuals and teams
  • Distribute leads to team members with built in role types
  • Extensive reports and statistics on all aspects of business
  • Filter trend chart reports by user and time period
  • Import and export payment and invoice information
  • Import your product catalog with custom price and discounts
  • Ingest leads automatically from any webform
  • Look months into the future with customizable sliders
  • Manage lead stage, value, products, payment, communication
  • Powerful and guided sales forecasting using simple sliders
  • Sales and cash forecasting using historical guides
  • Set leads to recur automatically upon closing
  • Simple and customizable with drag and drop display options
  • Simple integration with Outlook using Bcc to Azurepath
  • Track all aspects of sales performance
  • Track all payment information including COGS
  • Track all team communication with leads and accounts
  • Track leads by lead stage with historically based scoring
  • Track top accounts, top products, stage aging and more
  • US Dollar, Pound, Euro, Canadian and Australian Dollar

Vantagens

- Track lead and performance on an individual or team level
- Track all lead communication at the lead and account level
- At a glance insights into lead creation, contact pace, stage aging, closings and more
- Seamlessly integration lead management, reporting and forecasting
- Remarkably easy to learn and use

Perguntas frequentes sobre o Azurepath

Abaixo estão algumas perguntas frequentes sobre o Azurepath.

P: Que tipo de planos o Azurepath oferece?

O Azurepath oferece os seguintes planos de pagamento:

A partir de: $15/mês

Modelo de preços: Assinatura

Avaliação gratuita: Disponível

Free 14 day trial with no credit card required. $14.95 per user, per month after the trial ends.

P: Quais são os principais recursos do Azurepath?

O Azurepath oferece os seguintes recursos:

  • Adjust pricing and burn rate within forecast
  • Aggregate all lead activity under parent accounts
  • Assign and track leads and targets for individual sales reps
  • Automated color coding and sortable columns prioritize tasks
  • Automated insights help predict performance and cash flow
  • Automated visual highlighting for out of date leads
  • Automatic trend charts and reports
  • Bcc Azurepath for email tracking and to add attachments
  • Customizable trend analysis for individuals and teams
  • Distribute leads to team members with built in role types
  • Extensive reports and statistics on all aspects of business
  • Filter trend chart reports by user and time period
  • Import and export payment and invoice information
  • Import your product catalog with custom price and discounts
  • Ingest leads automatically from any webform
  • Look months into the future with customizable sliders
  • Manage lead stage, value, products, payment, communication
  • Powerful and guided sales forecasting using simple sliders
  • Sales and cash forecasting using historical guides
  • Set leads to recur automatically upon closing
  • Simple and customizable with drag and drop display options
  • Simple integration with Outlook using Bcc to Azurepath
  • Track all aspects of sales performance
  • Track all payment information including COGS
  • Track all team communication with leads and accounts
  • Track leads by lead stage with historically based scoring
  • Track top accounts, top products, stage aging and more
  • US Dollar, Pound, Euro, Canadian and Australian Dollar

P: Quem costuma usar o Azurepath?

Os clientes habituais do Azurepath são:

Autônomos, Grandes empresas, Empresas de médio porte, Non Profit, Administrações públicas, Pequenas empresas

P: Em que idioma o Azurepath está?

O Azurepath está nos seguintes idiomas:

Inglês

P: Que tipo de planos o Azurepath oferece?

O Azurepath tem os seguintes planos de preços:

Assinatura

P: O Azurepath é compatível com disponíveis móveis?

Não temos informações sobre os dispositivos compatíveis com o Azurepath.

P: O Azurepath se integra com quais outros aplicativos?

O Azurepath se integra com os seguintes aplicativos:

Constant Contact, Constant Contact, Dropbox, Formstack, Gmail, Microsoft Excel, Microsoft Outlook, Smartsheet, Wufoo, Yesware

P: Que nível de suporte o Azurepath oferece?

O Azurepath oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo