CoSupport AI
What is Datalyse?
Datalyse provides a comprehensive cloud CRM platform tailored to enhance productivity for sales teams and small businesses. It centralizes various communication channels, enabling users to manage integrated calls, WhatsApp messages (as an Official Meta Partner), emails, and SMS directly within the system. This unification streamlines customer interactions and improves contact ratios.
The platform offers robust CRM functionalities including contact management, workflow automation, sales pipeline visualization, and detailed reporting. Users can customize properties, statuses, and processes to fit their specific business needs across different sectors like insurance, finance, health, and real estate. Additional features like web forms, chatbot integration, calendar organization, and budget generation further support efficient business operations and lead management, aiming to shorten sales cycles and reduce technology costs.
Features
- Integrated Communications: Receive and make calls, WhatsApp messages, emails, and SMS within the platform.
- CRM Workflow Automation: Automate tasks and create sequences for email outreach and process management.
- Customisable Pipelines: Create and manage multiple sales cycles and customize properties, statuses, and funnels.
- Contact Management: Maintain a complete, unified profile for each contact.
- Reporting and Analytics: Access real-time graphs and detailed data on sales, agents, and contacts.
- Official Meta Partner for Whatsapp: Integrate WhatsApp directly into the CRM.
- Integrated Calls: Handle incoming and outgoing calls without external applications, including international numbering options.
- CRM Chat Bot Integration: Add a chatbot to websites for customer support and visitor monitoring.
- Zapier Integration: Connect the platform to thousands of other applications.
- Calendar and Task Management: Organize agendas and tasks effectively.
Use Cases
- Managing customer relationships and communications for small businesses.
- Streamlining sales processes and tracking opportunities.
- Automating workflows for sales and operational tasks.
- Unifying communication channels (call, WhatsApp, email, SMS) for sales and support teams.
- Managing client interactions in insurance agencies.
- Monitoring customer needs in financial services.
- Automating patient care communication in health centres.
- Managing calls and processes in call centres.
- Organizing remote work operations and communication.
- Generating leads through web forms and chatbots.
FAQs
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What's included in Datalyse's subscription?
Datalyse offers 3 types of subscriptions (Hubs: Sales & Operations, Telecom, Human Resources), each adapted to specific needs, aiming to consolidate tools and save costs. -
Can I receive incoming calls on Datalyse?
Yes, Datalyse allows you to receive all types of calls, incoming and outgoing, directly within the platform without needing to download a separate application, enabling remote work. -
Can I monitor my employees' activities?
Yes, Datalyse enables real-time monitoring of agent activities from the first customer interaction through to the sale. You can monitor, assign tasks, and control views for your sales team from one place.
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