For Everyone
One Solution for All
Unleash Your Organisation's Potential
Improve the way you manage your new business forever. Irrespective of the size of your sales team, maximising your new business leads has never been easier.
With Ripple CRM you can now manage your leads like never before. Our lead management solution offers an effective, sales-focused approach to ensure you maximise every new business opportunity.
Key Features
Custom Fields Organised Your Way
Experience Unmatched Flexibility and Efficiency with Our Intuitive Custom Fields and Tabs
Say goodbye to rigid data structures that don't align with your unique business requirements. With Ripple CRM, you can effortlessly customise your records to include the specific fields that matter most to you, and organise them under intuitive tabs for ease of navigation. Whether you're in sales, marketing, or account management, our custom fields feature provides an unparalleled level of flexibility, making your CRM truly your own. Set up is quick, easy, and intuitive, ensuring you can start using your tailor-made database right away.
Organisational Permissions
Streamlined Permissions for Modules and Fields
Tailor your CRM experience down to the finest details with Ripple's flexible permission management system. Control who can edit specific fields while also managing visibility of entire modules. This ensures a balance of security and transparency throughout your organisation, turning your CRM into a finely-tuned, collaborative hub.
Real-time Reporting Dashboard
Instant Insights for Informed Decisions
Ripple provides you with real-time reporting dashboards, tailored to serve your team's needs. Make data-driven decisions on the fly, with up-to-the-minute metrics and visual representations at your fingertips. Your entire organisation can benefit from actionable insights, all in one centralised location.
Integrated Team Calendars
Seamless Scheduling with Meeting Room Checker
Keep everyone on the same page with our integrated team calendars. Schedule meetings, set reminders, and even check the availability of meeting rooms, all within Ripple's user-friendly interface. The seamless integration ensures that no double bookings occur, making scheduling a breeze for the entire organisation.
In-App Notifications and Alerts
Stay Alerted, Stay Informed
Ripple's in-app notifications and alerts keep you updated on the most critical events and tasks requiring your attention. Whether it's a follow-up reminder, an update to a project, or a notification of a new lead, you'll be immediately informed without the clutter of your external email. This instant alert system ensures that your team stays informed and can act promptly, keeping your business operations smooth and efficient.
Video and Screen Sharing
Collaborate Effectively in Real-Time
Ripple CRM's integrated video and screen sharing capabilities revolutionise your team's collaboration. Whether you're holding a virtual meeting, presenting to clients, or conducting a training session, our tools allow for a seamless, interactive experience. Dive into discussions, share presentations, and troubleshoot in real-time, all within the same ecosystem that manages your customer relations, ensuring a cohesive and professional experience for both your team and clients.
Precision Duplication Control
Tailor-Made Data Integrity
Ripple CRM takes data duplication seriously, offering you the flexibility to define the rules that match your unique business needs. Our intelligent system gives you the power to customise how and when potential duplicates are flagged, allowing you to fine-tune your data accuracy like never before. Whether it's setting stringent criteria for contact details or broader checks across account information, you're in control. This level of precision ensures your CRM database is a source of truth, allowing you to maintain confidence in your data quality and make informed decisions with ease.
Comprehensive Email Integration
Sync Seamlessly with Your Preferred Client
Ripple CRM's email integration bridges your communication gap, syncing effortlessly with Google Mail, Office 365, and any SMTP mail service. This feature ensures that your email communications are fully integrated into your CRM workflow. From sending emails directly within the platform to automatically logging all your correspondences, this tool keeps your communication streamlined and accessible. Manage your emails, track interactions, and maintain a complete view of your customer interactions, all within a single, unified platform.
Task and Activity Scheduling
Organise and Prioritise with Ease
Efficiently manage your day with Ripple CRM's task and activity scheduling feature. Whether it's setting up client meetings, allocating tasks to team members, or tracking your daily to-dos, our platform makes organisation a breeze. The intuitive interface allows for quick scheduling, while reminders keep you on track. This comprehensive tool not only helps in planning your day but also ensures you're always ahead of your activities, boosting productivity across your entire team.
Notes and Document Management
Attach, Access, and Collaborate
Keep all your essential notes and documents at your fingertips with Ripple CRM. Our streamlined document management system allows you to attach, store, and access files directly within the CRM. Whether it's detailed notes, contracts, proposals, or team collaboration documents, you can easily link them to relevant records. This feature enhances information sharing and collaboration, ensuring that your team has immediate access to all necessary materials for comprehensive client management and efficient project handling.
Record Timeline
Track Every Step, Never Miss a Detail
Discover the power of historical insight with Ripple CRM's record timeline feature. Every interaction, change, and update is meticulously logged, creating a comprehensive history for each record. From the initial contact to the latest communication, track every step of your client's journey. This chronological insight is invaluable for understanding client relationships, making informed decisions, and ensuring continuity in client management. It's not just data; it's the story of your relationship with every client, preserved in detail.
Secure Data Storage and Sharing
Keep and Share Data with Confidence
Ripple CRM ensures your data is not just stored securely but also shared safely. Share files seamlessly with your internal team and external contacts. Whether it's distributing marketing materials, sending contracts, or collaborating on documents, do it all within a secure environment. This blend of protection and flexibility makes it easy to manage data accessibility while maintaining control over who sees what, ensuring peace of mind for you and your clients.
Effortless Data Import
Seamless Integration, Even with Complex Files
Introducing the industry's most intuitive data import process with Ripple CRM. Our advanced system simplifies the import of your CSV files, even when faced with field mapping challenges. During the import process, you have full control to easily manage and rectify any field mapping issues, ensuring a smooth transition of data into your CRM. This user-friendly approach means you can confidently migrate data from different sources without the usual headaches, making it a seamless experience from start to finish.
Automated Workflows
Streamline Processes, Enhance Productivity
Transform your operational efficiency with Ripple CRM's Automated Workflows. This powerful feature allows you to set up custom rules that automate routine tasks and processes. From follow-up emails to task assignments and data updates, trigger actions based on specific criteria and conditions. These workflows not only save valuable time but also ensure consistency and accuracy in your daily operations. Empower your team to focus on strategic initiatives while the CRM handles the repetitive yet essential tasks, driving productivity and operational excellence.
Mass Email Tools
Connect Broadly, Communicate Effectively
Efficiently reach out to your entire audience with Ripple CRM's mass email and communication tools. Designed for impact and reach, these tools enable you to send targeted messages, newsletters and announcements to large groups of contacts with ease. Personalise your communication at scale, track engagement metrics, and refine your strategy based on real-time feedback. Our platform ensures that whether it's a marketing campaign or an important update, your message is delivered effectively, fostering stronger connections with your audience.
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