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RealtimeCRM

RealtimeCRM delivers a cutting-edge platform designed to optimize business processes, facilitating effective data handling and automation of workflows. Although...

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RealtimeCRM delivers a cutting-edge platform designed to optimize business processes, facilitating effective data handling and automation of workflows. Although...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

RealtimeCRM delivers a cutting-edge platform designed to optimize business processes, facilitating effective data handling and automation of workflows. Although the tagging feature may seem somewhat perplexing at first glance, its robust AI functionalities and outstanding customer service make it a worthwhile investment. In summary, it presents a wide array of tools for organizations looking to boost their productivity.

Product Details

What Is RealtimeCRM?

RealtimeCRM, now referred to as Kinabase, is an advanced workflow management solution aimed at consolidating essential business data and optimizing operations for small to medium-sized enterprises (SMEs). This platform utilizes effective AI technology to automate mundane tasks, including intelligent data entry and transforming emails into actionable assignments, which greatly minimizes unnecessary workload. Additionally, it offers smart search functionalities, enabling users to swiftly find any record, document, or folder. This capability helps organizations boost productivity and concentrate on growth strategies.

RealtimeCRM Pricing

RealtimeCRM provides the following pricing structures:

  • Starter: Custom pricing

  • Pro: Custom pricing

  • Enterprise: Custom pricing

Obtain RealtimeCRM pricing tailored to your business needs and financial plan.

Please note: The pricing may change.

RealtimeCRM Integrations

The RealtimeCRM platform is compatible with various systems and applications, including:

  • Microsoft 365 Ecosystem

  • Outlook

  • Microsoft SharePoint

Watch the RealtimeCRM demo to discover more about its integration options.

Who Is RealtimeCRM For?

RealtimeCRM serves a diverse array of industries and sectors such as:

  • IT services

  • Security firms

  • Healthcare

  • Education

Is RealtimeCRM Right For You?

If you are a small or medium-sized enterprise looking to enhance operations and empower your workforce, RealtimeCRM presents an intuitive platform powered by AI. Its features prioritize user-centric solutions and outstanding engineering that deliver tangible benefits and strong performance. The founder's recognition with a gold medal at the SME National Business Awards further underscores RealtimeCRM's commitment to quality and innovation.

If you are still uncertain whether RealtimeCRM is suitable for you, reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Quickly adds company info from Companies House
  • ✔ Works well on the go with mobile-friendly access
  • ✔ Helpful and responsive customer support team

Cons

  • ✘ Reports are limited and tricky to customize
  • ✘ Filters lack advanced options like AND/OR

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

It offers support via phone and email.

Software RealtimeCRM is primarily available in English.

Yes, RealtimeCRM offers a Developer API for custom integration needs.

No, it does not have a mobile application.

RealtimeCRM supports integration with various platforms, including Microsoft 365, Outlook, and SharePoint, helping streamline workflows and improve productivity.

RealtimeCRM is well-suited for a variety of industries, including professional services, IT, security, healthcare, and education.

RealtimeCRM price plans are tailored to suit different business needs, including Starter, Pro, and Enterprise tiers, all available at custom pricing. Get a RealtimeCRM cost quote that matches your team size, feature requirements, and budget.