Key Features
Effortless Text Search
It’s fantastic to find records by typing just a few words in a search field. Users will feel like they’re using Google when searching in the CRM. SpiceCRM relies on the powerful ElasticSearch engine for fast, efficient results: contact names, addresses, emails, phone numbers, duplicates, calendar entries. Searches span the entire CRM, delivering immediate results. These results can then be aggregated and filtered for readability.
Google Maps Integration
Create an account in just 5 seconds with SpiceCRM—YES!
Integrated Google Search and Google Maps help users create new accounts or leads. By typing the company name, the autocomplete feature suggests matches based on Google Search. Once selected, it fills in the address, website, phone number, and name. Proximity search and Google Maps make finding nearby customers effortless. Additional features and plugins allow easy map visualization and support efficient routing for planned visits.
Kanban Board
Focusing on crucial aspects during customer negotiations, free from worries of overlooking details, is vital—SpiceCRM enables this.
The flexible KANBAN view ensures users can monitor all ongoing opportunities and manage them effortlessly using the built-in drag & drop feature.
Process Flow
Convert an order into an invoice effortlessly with SpiceCRM’s one-click functionality.
Aligned with the company’s sales management process, saved sales documents can be swiftly converted into any required document type. Sales managers can easily track the flow of sales documents in the meantime.
Full visibility in the Activity Stream
In SpiceCRM, everything—from calls and meetings to tasks and notes—can be added to any record. Activities can be attached to accounts, contacts, opportunities, and service tickets, allowing you to monitor all interactions with your customers. This ensures efficiency and maintains connections between relevant information, as the built-in flow displays both past and future activities.
Moreover, all activity entries are automatically integrated into the calendar.
Reporting
Reporting is essential for business success and growth. While gathering data is important, visualizing results makes a significant difference in strategic decision-making. SpiceCRM KReporter facilitates the creation of meaningful reports, transforming simple lists into pivot tables and incorporating a range of charts, from column charts to trend charts. Analyze data over time or across items, visualize revenue distribution, and optimize business processes. Reports also play a crucial role in marketing, enabling the creation of targeted lists for campaigns.
The program offers flexible configuration and composition of stored data, allowing comparison of datasets within one module or selected values from different modules. Additionally, chart design is customizable and easy to configure.
Service Ticket to Service Planner
Your service teams excel in addressing inquiries, providing support, and resolving issues promptly. SpiceCRM offers flexibility to design service flows, trigger actions based on ticket types, and schedule on-site resolutions with service orders. You can categorize customer requests, utilize queues, and track all interactions in the ticket cockpit view.
Create comprehensive service orders for on-site activities, including tasks like using spare parts and providing user guides. Google Maps integration optimizes routes for efficient travel. From initial contact to final resolution, every step is logged and visualized. NPS Survey capability enhances service quality checks, streamlining the process for your team to focus on fulfilling customer requests effectively.
REST API documentation
Your service teams excel in addressing inquiries, providing support, and resolving issues promptly. SpiceCRM offers flexibility to design service flows, trigger actions based on ticket types, and schedule on-site resolutions with service orders. You can categorize customer requests, utilize queues, and track all interactions in the ticket cockpit view.
Create comprehensive service orders for on-site activities, including tasks like using spare parts and providing user guides. Google Maps integration optimizes routes for efficient travel. From initial contact to final resolution, every step is logged and visualized. NPS Survey capability enhances service quality checks, streamlining the process for your team to focus on fulfilling customer requests effectively.
Page Builder – easy way to design content
SpiceCRM’s Page Builder empowers users to craft corporate newsletters and various mailing templates effortlessly. Additionally, PDFs can be quickly and easily generated using the Drag & Drop tool.
Email – Integration
SpiceCRM facilitates automated handling of incoming emails, providing a classic service ticket process out-of-the-box. Incoming emails are analyzed, allocated to appropriate contact records, and service tickets are created. Additionally, mass email campaigns can be triggered directly from CRM.
Moreover, SpiceCRM enables users to send emails directly from the CRM via personal mailboxes, regardless of whether using GMail, MS Exchange, or Outlook365. As an added feature for groupware solutions, SpiceCRM supports synchronization of calendar events and email archiving.
Microsoft 365 integration
Familiar with Microsoft products? SpiceCRM seamlessly synchronizes your calendar events, tasks, and address book. With Microsoft 365 integration, send emails from the CRM using your personal mailbox. Enjoy Single Sign Capability, logging into SpiceCRM with your Microsoft credentials. Watch our short demo to see how it’s done.
Account Hierarchy & Relationships
Mapping of account rankings or any kind of business relationships in SpiceCRM creates a clear overview of business networks.
Computer Telephony Integration
Answer and manage all incoming calls directly within SpiceCRM with the built-in Computer Telephony. SpiceCRM detects incoming calls and identifies associated contacts, allowing you to log information during the call and save it. The activity is automatically linked to the contact.
Similarly, outbound calling is streamlined. Simply look up the contact in the CRM, click on the phone icon, and the phone number will be dialed automatically, opening the outbound call window. Log results and save. Watch our short demo to see how it works.
Notifications
Stay updated with all relevant communications at a glance—activate SpiceCRM notifications to ensure you never miss any newly assigned tasks. Receive immediate updates on records you’ve subscribed to, ensuring you stay informed at all times.
Product Management
SpiceCRM’s Page Builder empowers users to craft corporate newsletters and various mailing templates effortlessly. Additionally, PDFs can be quickly and easily generated using the Drag & Drop tool.
Responsive interface
SpiceCRM seamlessly adjusts to any screen size and is accessible on all devices without the need for additional app downloads or installations. Simply open SpiceCRM in any browser—it’s fully responsive and optimized for all devices.
