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Description
Addresses the challenges of overseeing contacts and tracking activities from numerous field agents, sales representatives, dealers, channel partners, and staff members. It offers extensive customization options to align with your specific business needs. This comprehensive application boasts both web and mobile interfaces, along with additional modules for digital business cards and file sharing. It also facilitates data preparation, including intricate de-duplication, entity resolution, transformation, merging, and purging of extensive databases located on private clouds or on-site. The system is capable of ingesting structured and unstructured data in various formats. It employs fuzzy logic-based pattern matching algorithms that have been validated across tens of millions of records. Additionally, it supports both on-premise and API-based implementations of a sophisticated contact data extraction program, designed to deliver key/value pairs from textual content. Furthermore, it seamlessly integrates with robotic process automation (RPA) tools, scanners, digital transformation solutions, and OCR/automation software, ensuring a comprehensive approach to data management. This integration enhances the efficiency and accuracy of operations across diverse business environments.
Description
Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Adobe Marketo Engage
Google Drive
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Microsoft Excel
Pipedrive
SAP Business One
Integrations
Salesforce
Adobe Marketo Engage
Google Drive
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Microsoft Excel
Pipedrive
SAP Business One
Pricing Details
$50.00/month
Free Trial
Free Version
Pricing Details
$5 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Contactous
Founded
2015
Country
Singapore
Website
www.contactous.com
Vendor Details
Company Name
Insycle
Founded
2016
Country
United States
Website
www.insycle.com
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management