Wooster product overview
Wooster is a cloud-based customer relationship management (CRM) system that assists small to midsize businesses with workflow automation and performance tracking. It’s designed to organize daily task prioritization, contacts, calendar, and event management.
The application comes with a task management module that lets managers create and update task notes and monitor work efficiency. Marketers can use the solution to target audiences, maintain sales pipeline and access lead details. Additionally, the system’s email sync feature enables operators to maintain incoming/outgoing emails and record them in the client’s account timeline.
Pros of Wooster
Wooster’s CRM provides out-of-the-box solutions to workflows for companies. Time-based activities, like follow-ups, are also built into the system so you never miss a chance to make a sale. Wooster also is a low-cost CRM with a straightforward price model.
Cons of Wooster
Wooster is a smaller CRM that offers fewer integrations. However, they are always growing and open to feedback.
Breakdown of core features
Sales Pipeline Management
Wooster stores all of your accounts, contacts, and move deals along an intuitive drag-and-drop pipeline so no opportunities fall through the cracks.
Automated Daily Workflow
Wooster sends automatic reminders and sets tasks based on due dates and the sales pipleine. Companies can set their touchpoint frequency to create daily tasks. The software can also include meeting and calendar information alongside daily to-do lists.
Phone & Email Integration
The software can also sync with users’ email and phone. Sales personnel can place calls directly through their browses. Wooster also features a Gmail integration to track and record emails.
(Last updated on 11/14/2019 by Marshall Bright)