Audience

Contact relationship management solution for companies wanting to manage accounts, relationships, and interactions with customers, prospects and suppliers

About Merlin CRM

With Merlin you get unlimited company and contact records, which alongside the standard fields you would expect from a CRM system, Merlin allows for approximately 40 user-definable (customisable) fields. With this you can store and report on the information you want. Tired of clicking through screens to find the relevant windows, Merlin has an intelligent, dynamic menu, which will predict and show the options you’re most likely to need next on any given page. With its fully integrated approach, Merlin records all activity against the relevant contact, so there is no duplication of data and you get a full historical archive. The Customer Relationship Management (CRM) module allows for a proactive sales force to have their diaries automatically populated with appointments scheduled for the next month, week, day or a given date range. This also works with your Accounts and Purchasing teams chasing payments or deliveries respectively.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Merlin Business Software
Founded: 1974
United Kingdom
www.merlinbusinesssoftware.com/our-software/contact-management/

Videos and Screen Captures

Merlin CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Android
Training
Live Online
Support
Phone Support
Online

Merlin CRM Frequently Asked Questions

Q: What kinds of users and organization types does Merlin CRM work with?
Q: What languages does Merlin CRM support in their product?
Q: What kind of support options does Merlin CRM offer?
Q: Does Merlin CRM have a mobile app?
Q: What type of training does Merlin CRM provide?

Merlin CRM Product Features

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration