Spotler CRM
4.6
65 votes
Open Spotler CRM and start with work that moves revenue now. Connect your email, web forms, chat, phone, and social accounts so every inquiry lands in one place. The AI Assistant highlights hot prospects, drafts first replies, and suggests next steps based on past wins. Create tasks from any message, log calls in a click, and tag teammates for quick handoffs. Contacts and companies update in real time across devices, so you never hunt for details during a call.
Build precise segments using behavior, role, firmographics, and engagement. Launch a campaign, then let automation take over: when someone downloads a guide, schedule a follow‑up, assign an owner, bump the score, and move the record to the right stage. Test subject lines, track clicks, and roll winners automatically. Use predictive insights to pick the next touch—email, call, or social—then generate the message with the AI Assistant and personalize it with field data and recent activity.
Keep deals moving with a visual board tailored to your stages. Add playbooks for discovery, demo, proposal, and renewal; the system creates tasks, SLAs, and reminders for each step. Compose proposals from your product catalog, assemble multi‑option quotes, and send them for e‑signature. Order and renewal timelines update as soon as quotes are accepted. Dashboards show pipeline health, conversion rates, territory coverage, and forecasts. Need deeper analytics? Export to your BI tool or build custom views; advanced report customization is still limited. more
Free Trial
Others
Company Records: 100
Contacts: Unlimited
Document Storage: 100MB
Contact Management
Pipeline Management
Opportunity History
Sales Weightings & Probability
Sales Stages
Product Lines
Tasks & Events
Calendar
Timelines
Assign & Re-assign Tasks
Linked Accounts
One-page View
Document Storage
Searches and Filters
Merge Records
Listing & Forecast Reports
Custom Reports
Custom Fields
Custom Tables
Custom Dropdown Lists
Custom Dashboards
Custom Pages
In-page Help Drawers
Online Customer Portal
Video Tutorials
Interactive Webinars
Email & Online Chat Support
International Time Zones
Responsive Design for Smartphones
Contact Calling from Smartphone
SSL Encryption
Easy Data Import/Export
Historical Data Imports
Keep-me-logged-in
Professional
$43.00 per user / month
Includes features of Free trial plan, plus
Company Records: 5,000
Contacts: Unlimited
Document Storage: 5GB
Quotations
Additional Storage: 1GB @ US$4 PER MONTH
Geolocations
Email Integration
Sales Group Permission Levels
CRM Customisation Service: custom
CRM Review Call
Telephone Support
Account Manager
User Permission Levels
User Groups
User Profiles
Live Automations: 20
Additional Automations: 10 @ US$15 PER MONTH
Zapier
Email Integration
Accounting Software
VoIP Telephony
API
API Calls per 15 Minutes: 500
API Calls per Day: 1000
API Calls per Month: 10000
Campaign Wizard
Email Designer
Design Templates
Personalisation
Attach Documents to Emails
Static & Dynamic Mailing Lists
Scheduling
Unsubscribe Option
Response Tracking
Email Designer
Design Templates
Personalisation
Attach Documents to Emails
Static & Dynamic Mailing Lists
Database segmentation
Scheduling
Lead Management
Campaign Management
Campaign Stages
Database Segmentation
Email opt-in & opt-out/Unsubscribe
Consent Lists
Website Integration
Web Forms
Web Consents
Automated Campaigns
Drip Marketing Campaigns
Automated Tasks
Custom Reports
Manage ROI
Lead Scoring
Case Management
Service Level Agreements
Case Level Ranking
Custom Dashboard
Web Forms
Custom Cases, SLAs, Case Levels
Custom Reports
Email Integration
Enterprise
$64.00 per user / month
Includes features of Professional plan, plus
Company Records: Unlimited
Contacts: Unlimited
Document Storage: Unlimited
Advanced Reporting
Scheduled Reports
Run-time Options
Custom Chart Widgets
Custom Charts
Team Training
Live Automations: 100
Scheduling
Branching
Single Sign-on
API Calls per 15 Minutes: 500
API Calls per Day: 5000
API Calls per Month: 50000
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