ePROMIS CRM Review for SMB in 2024: Pros, Features and More

What Does ePROMIS CRM Do?

ePromis is a company that specializes in ERP (Enterprise Resource Planning) software. One of its services is a cloud-based CRM, which is ideal for small to medium businesses across several industries. 

With the ePROMIS CRM, you can easily record and manage your customer relations through a single platform your entire team can access. You can easily manage your contacts and store vital information, such as contact details and social media accounts.

The software also enables your sales team to create customized workflows that are complete with automation. The automations allow you to set follow-up reminders to help your team stay on top of their leads. You can also set sequences and triggers to automate repetitive tasks, such as welcoming new leads, following up on lost deals, and getting client feedback after a sale.

Now that we better understand what ePROMIS CRM does let’s take a deep dive into the software through our review.

Key Features of ePROMIS CRM

The ePROMIS CRM has features that users can utilize to improve their sales processes and build long-lasting relationships with clients. Let’s look at some of these features and their usefulness for your small or medium-sized business.

Follow-Up Management

With ePROMIS CRM, you can automate various workflows, which allows you to set follow-up reminders easily. Once you set a follow-up for a particular client or include it in your automated workflow, the salesperson assigned to the lead will receive instant alerts and notifications to ensure they don’t miss following up with the client.

The tool also makes it much easier for your sales team to follow-up with a lead, since all interactions are recorded and stored with that contact. That means your sales team can access the entire communication history when contacting the client for a more personalized approach.

Forecasting

ePROMIS CRM also has decent forecasting features that are immensely helpful to businesses. From within the CRM dashboard, you can generate predictions of future sales figures based on your current data. These predictions become more accurate once you’ve used the software for a while and there is more data to draw on.

This information lets you map new territories and set targets to drive your sales team to success. The forecasts will also enable your team to adjust quickly to any changes in the market by analyzing customer behaviors and trends. Using these types of projections, you can improve your company’s market agility and gain a competitive advantage.

Enhanced Decision Making

With ePROMIS CRM, you get real-time access to all of your customers’ information. Your sales team can easily identify, score, and move leads through the pipeline by using this information in the best way possible when interacting with your client.

You also have access to robust insight and analytic features that help you draw valuable conclusions from your data. With the click of a button, you can get a summary of current sales figures or employee performance. You can gain a much deeper understanding of your business and where you can improve your processes.

Reporting and analytics are essential in any CRM software as they provide your business with keen insights based on your data. This makes it easy to monitor which areas are doing well or which employees excel in their sales. You will also be able to see where issues lie and which employees might benefit from more training or support.

Available Integrations

I was a little disappointed that ePROMIS wasn’t upfront with their integrations. Their website does not mention which third-party apps the CRM integrates with. I contacted customer support via the live chat feature and was told I needed to contact sales to get any information regarding the integrations.

Personally, I would’ve appreciated more transparency here, as knowing whether the tool is compatible with my current tech stack is a significant consideration when choosing a CRM tool.

Pricing Plan

Again, there was no transparency on their website regarding the pricing of the tool. You need to reach out to the sales team via a web form and wait for them to contact you before you can get this information.

Pricing is another important factor when considering a CRM for your business. Small and medium-sized companies, which ePROMIS caters to, often have limited budgets for new software. As such, knowing whether you’ll be able to afford the software or not before reaching out to the sales team and taking the next steps is an essential consideration for me.

Is ePROMIS CRM Easy to Use?

The ePROMIS CRM platform is relatively easy to use and benefits from an intuitive user interface, making navigation much easier. Personally, I wouldn’t classify this CRM as beginner-friendly, and users with no previous CRM experience may have a bit of a learning curve ahead of them.

ePROMIS Customer Service

ePROMIS as a whole offers good customer support. Even before you become a customer, you can reach out to them via a live chat feature on their website. When I did this, I received a response within a few minutes. They couldn’t answer my questions since it was related to pricing and integrations, but they did point me in the right direction to contact the sales team.

The support team is available 24/7 via phone, email or live chat. Additionally, they also offer an extensive library of training resources and guides to help users navigate issues with the software.

Which Companies Work with ePROMIS

Several companies make use of ePROMIS’s services. Many of these go for the full ERP suite that includes CRM and some of their other services. The list of companies that use ePROMIS includes:

• J & J Marketing
• Verger Delporte
• Arabian Gulf Trading Company
• Ali Mousa & Sons Holding Group
• United Engineering Construction (UNEC)

Last Thoughts

CRM software is the cornerstone of sales-driven businesses that want to streamline their processes while simultaneously building good relationships with their clients. Reach out to the ePROMIS sales team and schedule a demo to see if their CRM fits your company’s needs.