Сlient Management software


2019. HoneyBook, CRM for creative businesses raises $28M



HoneyBook, a customer-relationship management platform aimed at small businesses in creative fields, announced today it has raised a $28 million Series C led by Citi Ventures. This brings HoneyBook’s total raised so far to $72 million. It is using the funds to grow its teams in San Francisco and Tel Aviv and build new features for its user base, including small companies, people who work by themselves (“solopreneurs”) and freelancers. Like other CRMs, HoneyBook helps them develop relationships with potential new clients, manage projects, send invoices and accept payments, but with tools scaled for their business’ needs.


2016. Zoho CRM 2016 is now available


Zoho unveiled the new version of its Zoho CRM. The biggest release ever brings multichannel sales, a brand-new email client for salespeople, a marketplace where developers can connect with end users, and other features. Multichannel support for phone, email, live chat, social media, and in-person meetings will let your team make the most of every interaction at a moment’s notice. The new gamification layer Gamescope allows to set up peer-to-peer contests for your teams and make selling fun. You can use badges and trophies to reward best practices and keep your team motivated and see who your top performers are and who could use some more coaching with insights from Advanced CRM Analytics. Zoho Marketplace offers extensions from major SaaS vendors, including MailChimp, SurveyMonkey, Zendesk, Eventbrite, Box, DocuSign, SignEasy, Webmerge and SMS-Magic.


2015. Bpm’online updates its CRM for Financial Services



Bpm’online CRM for Financial Services helps firms to deliver exceptional customer service. New features for corporate banking, lending, underwriting, and product portfolio integration enable the product to arm even more institutions with the tools to obtain a 360-degree customer view and turn it into a competitive edge. Bpm’online CRM for Financial Services supplies banks with all the necessary tools to cover key customer facing processes. It includes four products that can be used as standalone applications or integrated as a bundle of modules: marketing, bank sales,  lending and bank customer center. Banks can choose any or all products that best fit their business needs – each backed by robust business process management engine. By following pre-defined processes in bpm’online, agents bring industry best practices to their work, from identifying prospective clients to suggesting the most relevant banking products to existing customers at the right time.


2009. Salesforce announced Service Cloud 2.0



Service Cloud - is the revolutionary customer service solution, that integrates helpdesk with social networks and tools. Today Salesforce unveils the second generation of Service Cloud with 3 new modules: Salesforce Knowledge, Salesforce Answers and Salesforce for Twitter. All them are tightly integrated with Salesforce CRM and built  on top of Force.com (so they can be customized for particular company needs). Starbucks, Comcast and Dell are already using these new tools.