Touch base with your pipeline using automated triggers, without any human intervention.
Trigger automated post-call activities to follow-up with prospects in the right way.
Retain the integrity and value of your marketing data set by strict data entry and filtering controls.
Empower your sales team with dynamic on-screen call scripts and paths to improve engagement.
Ramp-up not only the volume of new prospects engaged by your sales team, but the quality of engagement too. On-screen workflows provide your team with a script personalised to that prospect, with automated follow-up actions based on the outcome of each individual prospect conversation.
Manage the flight path of your opportunities like never before with automated activity triggers, combined with fast and straight-forward opportunity administration.
Structure and automate your full business workflow lifecycle from generating a sales lead, through closing an opportunity into an active service or project, to invoice.
A good account manager needs a good CRM to keep them ahead of their customers. By automating repetitive touchpoints and with in-built activity triggers, your customers will be blown away by your level of service.
Almost all CRM systems offer little in the way of personalisation to your workflow processes – forcing you to compromise how you work. RADAR CRM has a number of built-in steps that can be customised to your business practices, in addition to other custom-built workflow automation processes that our team will build for you as a part of our ‘business process mapping’ service at onboarding.
Get your leads in order and your opportunities on-track with easy multiple filter lists and custom fields.
Opportunities / Deals
Track the value of your opportunities, win probabilities, follow-up dates, action log and pipeline stages.
Sort, filter and sift through your opportunities by any one of a number of fields to help you work your deals in the way that suits you best.
On top of the existing comprehensive fields, you can further track and manage your opportunities by applying custom fields.
Capture leads and enquiries straight into RADAR CRM from your website with customisable web forms.
Automatically capture and create leads from your web forms, which are then assigned among your team.
Any data you need
Capture and process any & all forms of data you need, with automated workflow processing to act on the form inputs immediately after collecting data from your web forms.
Personalised the embedded web form on your website in your brand colours and styling.
Keep your data ordered and well structured with strict data entry and management protocols.
Automatically trigger background actions based on system inputs, cutting manual administration.
Pop-out important information to your team via on-screen notifications or by embedding dynamic custom fields within the on-screen calling script pop-up.
Stop your team from progressing any further in the process until all required fields are complete.
The powerful import wizard will help you match-up fields and avoid importing duplicate records.
Easily import data records on-mass via a .csv spreadsheet file.
The system will cleverly match columns in your data import by field name, but you can easily match-up any column to the corresponding field as you see fit.
Identify and choose how to act on duplicate records on an import by import basis.
Find most systems miss a fully joined-up approach? Letting opportunities slip through the cracks?
With RADAR, we took a rigid approach; building automated process steps to suit your business workflow. The integrity of your data and business processes are maintained, RADAR CRM controls the order, format and steps taken by your users when inputting data – whether updating a sales opportunity, creating a new project or logging time against a task.
Confused or frustrated by the cost or sheer complexity of some CRMs pricing models?
We were too. So we decided to take a straight-forward, flexible model based on the number of people you need to access a CRM. Each of our plans allow you and your team access to all of the features and functionality of our CRM, without any hidden surprises or restrictions.
Stuck working the way your CRM provider decided you should work? Don’t let your system hold you back.
RADAR has been built to work around you. During your onboarding process, our team will map and custom build workflow automation to your business process. Whether that’s for sales, projects or service ticketing – you are able to collect, store, manage and trigger activities from your data in a way that suits.
Very frustrating when your data always ends up in a mess, isn’t it? Most systems won’t help.
We feel your pain! To maintain the integrity of your data set, whether that’s fields of contact information or the status of a task for example, you can dictate how data is input, in which order and dynamically change the options presented to your users based on their prior inputs. Keeping your data clean, organised and valuable.