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SEI CRM Overview

SEI CRM is a comprehensive Customer Relationship Management (CRM) Software designed to help businesses manage their customer interactions, sales processes, and marketing campaigns effectively. The platform offers tools for lead management, contact organization, sales tracking, and customer communication, ensuring that businesses can build and maintain strong relationships with their clients. SEI CRM features an intuitive dashboard that allows sales teams to track leads, manage pipelines, and automate follow-up tasks seamlessly. The software supports integration with email marketing, social media, and other business applications, providing a unified view of customer data and enhancing workflow efficiency. With advanced analytics and reporting, SEI CRM provides insights into sales performance, customer behavior, and marketing effectiveness, helping businesses optimize their strategies, improve customer satisfaction, and drive revenue growth through effective customer relationship management.

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Contact Details

  • Vendor Name Everlabs
  • Founded 2013
  • Location Ukraine

Support

    NA

Training

  • Live Online Live Online

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer Software, Financial Services, Human Resources, Management Consulting, Medical Practice

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SEI CRM Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

SEI CRM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

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SEI CRM FAQs

SEI CRM is a comprehensive Customer Relationship Management (CRM) Software designed to help businesses manage their customer interactions, sales processes, and marketing campaigns effectively. The platform offers tools for lead management, contact organization, sales tracking, and customer communication, ensuring that businesses can build and maintain strong relationships with their clients. SEI CRM features an intuitive dashboard that allows sales teams to track leads, manage pipelines, and automate follow-up tasks seamlessly. The software supports integration with email marketing, social media, and other business applications, providing a unified view of customer data and enhancing workflow efficiency. With advanced analytics and reporting, SEI CRM provides insights into sales performance, customer behavior, and marketing effectiveness, helping businesses optimize their strategies, improve customer satisfaction, and drive revenue growth through effective customer relationship management.

  • No, SEI CRM does not offer a free version.

  • Yes, SEI CRM offers a free trial.

  • No, Credit Card details are not required for the SEI CRM trial.

  • No, SEI CRM does not offer an API.

  • SEI CRM offers training with the following options:
    • Live Online

  • SEI CRM supports the following languages:
    • English

  • Following are the typical users of the SEI CRM:
    • Self-Employed , Small-Business , Midsize-Business

  • SEI CRM supports the following deployment:
    • Cloud Hosted

  • SEI CRM supports the following devices and operating systems:
    • Web-Based