About Inline CRM
Inline CRM is a cloud-based CRM (customer relationship management) solution, designed specifically for vehicle service contract (VSC) sales fulfillment. The platform offers tools for lead management, direct marketing, and customizable web based reporting in order to manage customer relationships and track sales performance. Inline CRM helps sales teams manage and prioritize leads, manage marketing campaigns, gather deep data insights, and track client interactions.
Inline CRM’s lead management tools help users to prioritize leads based on predefined metrics, set and schedule distribution programs to clients, create custom user groups, automate call center actions, and more. It offers a Work in Progress (WIP) tool, which allows sales reps to track leads and provides a clear overview of the most important leads. Inline CRM also offers direct marketing features such as automated follow ups, campaign tracking code creation, mail merge, and a custom script builder. The platform provides users with real-time insights on metrics such as number of sales, policy types, cost allocation, payroll, cancellations, active contracts, expired contracts, and more, via the web-based reporting features. Inline CRM integrates with third party software solutions including MailChimp, edmunds, Google Maps, and more.
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Devices
Business size
Markets
Supported Languages
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Features
Total features of Inline CRM: 27
- API
- Activity Dashboard
- Activity Tracking
- Campaign Analysis
- Commission Calculations
- Customer Database
- Customer Service Analytics
- Customizable Reporting
- Dashboard Creation
- Document Storage
- Email Integration
- Email Marketing Management
- Follow-up Scheduling
- Forecasting
- Lead Management
- Mail Merge
- Multi-Channel Marketing
- Payroll Management
- Performance Metrics
- Pipeline Management
- Prioritizing
- Real Time Reporting
- Sales Analytics
- Sales Reporting
- Sales Tracking
- Third Party Integration
- Workflow Management
Alternatives
Zoho CRM
Insightly
Freshworks CRM
TrackerRMS
Reviews
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Write a Review!- Industry: Insurance
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Exceptional Software and service
Reviewed on 2019-05-22
True Auto has been a client of Inline’s for almost 8 years and we could not be happier with their...
True Auto has been a client of Inline’s for almost 8 years and we could not be happier with their service. The knowledge and ability that representative and his staff provide are exceptional!
Pros
User friendly robust system that is customized to our specifications. Multiple reporting options, payroll features and integration options.
Cons
Any small issues we have experienced were on our end and Inline’s support team quickly helped us resolve them.
Response from Inline Data Systems
Thank you Misty! The feeling is mutual! We appreciate having True Auto as a client!
- Industry: Automotive
- Company size: 11-50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
CAPS Highly Recommends Inline!
Reviewed on 2019-05-29
Inline is always so quick to solve any problems our company may experience. They are patient and...
Inline is always so quick to solve any problems our company may experience. They are patient and extremely knowledgable about our industry. The support team makes you feel like you are their most important client, even if your issue may be minor.
Pros
This software is extremely user friendly and provides all the necessary tools to run a successful business. Time clock features, in depth reports, payroll calculations, as well as marketing reports are all easily accessible and very detailed. Claim information added to customer file is very helpful for all representatives.
Cons
We have no cons with Inline. We love everything about the software. Any issues we have the support team handled in minutes!
Response from Inline Data Systems
We are very appreciative of you and your team! You guys are great to work with!
- Industry: Automotive
- Company size: 51-200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Inline Review
Reviewed on 2019-05-06
Pros
Having all of a particular customers information in one program.
Cons
The inability to edit notes once they have saved.
Response from Inline Data Systems
Thank you Dale! We will look into your concern and see if we can make adjustments. Stay tuned! We appreciate your business!
- Industry: Automotive
- Company size: 11-50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
I saved the best for last
Reviewed on 2019-05-10
I've been in the Auto Warranty industry for over 15 years and I've used every CRM out there. I...
I've been in the Auto Warranty industry for over 15 years and I've used every CRM out there. I started using Inline CRM more than 3 years ago and I can tell you it is head and shoulders above all the others in ease of use and functionality, not to mention the above and beyond in-depth reporting features.
Pros
The layout is something that you have to experience to truly appreciate.
Cons
It took me a while to learn how to create email templates.
Response from Inline Data Systems
Thanks for the great review! We are very lucky to have you as a client!
- Industry: Automotive
- Company size: 51-200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great program and support
Reviewed on 2019-05-14
positive , we are very happy we made the transition
positive , we are very happy we made the transition
Pros
Ease of use , loaded with information and very easy to navigate an customize reporting.
Cons
lots to learn, loaded with information.
Response from Inline Data Systems
Thanks for the great review! We are very happy to work with you and your team!
Inline CRM FAQs
Below are some frequently asked questions for Inline CRM.Q. What type of pricing plans does Inline CRM offer?
Inline CRM offers the following pricing plans:
- Pricing model: Subscription
- Free Trial: Available
Contact Inline CRM for pricing information.
Q. What are the main features of Inline CRM?
Inline CRM offers the following features:
- Customer Service Analytics
- Document Storage
- Email Integration
- Forecasting
- Lead Management
- Mobile Access
- Performance Metrics
- Workflow Management
Q. Who are the typical users of Inline CRM?
Inline CRM has the following typical customers:
Small Business, Mid Size Business
Q. What languages does Inline CRM support?
Inline CRM supports the following languages:
English
Q. Does Inline CRM support mobile devices?
Inline CRM supports the following devices:
Android
Q. What other apps does Inline CRM integrate with?
Inline CRM integrates with the following applications:
Google Maps, Mailchimp
Q. What level of support does Inline CRM offer?
Inline CRM offers the following support options:
Phone Support
Related categories
See all software categories found for Inline CRM.
