XPERT CRM Overview

Here’s the scoop on XPERT CRM! We've gathered over 63 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if XPERT CRM is right for your needs? Our Cuspera AI engine can evaluate how XPERT CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

XPERT CRM supports business activities such as:

  • Lead Tracking
  • Tracking & Monitoring Communications
  • Relationship Management
  • Proposal & Quote Management
  • Cross Selling

XPERT CRM can help you with many business goals, such as Enhance Customer Relationships, and Manage Risk. As a solution, XPERT CRM's capabilities include Live Monitoring.

XPERT CRM Reviews

11 buyers and buying teams have used Cuspera to assess how well XPERT CRM solved their business needs. Cuspera uses 63 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Business Priorities

Enhance Customer Relationships and Manage Risk are the most popular business priorities peers achieved using XPERT CRM.

Use Cases

Peers recommend Lead Tracking , Tracking & Monitoring Communications , Relationship Management , as the business use cases that they have been most satisfied while using XPERT CRM.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Lead Tracking

4.20/5 ★

Read Reviews (3)

"...The Xpert CRM is a web-based system designed for the use of Financial Planner to monitor, track the financial information of its client...." XPERT TECHNOLOGIES
Tracking & Monitoring Communications

3.84/5 ★

Read Reviews (3)

"...The Xpert CRM is a web-based system designed for the use of Financial Planner to monitor, track the financial information of its client...." XPERT TECHNOLOGIES
Relationship Management

3.78/5 ★

Read Reviews (2)

"...The system capitalised the combined function of Sales Force Automation (SFA) and Customer Relationship Management (CRM)...." XPERT TECHNOLOGIES
PEER EXPERIENCES
Lead Tracking

4.20/5 ★

Read Reviews (3)

"...The Xpert CRM is a web-based system designed for the use of Financial Planner to monitor, track the financial information of its client...." XPERT TECHNOLOGIES
Tracking & Monitoring Communications

3.84/5 ★

Read Reviews (3)

"...The Xpert CRM is a web-based system designed for the use of Financial Planner to monitor, track the financial information of its client...." XPERT TECHNOLOGIES
Relationship Management

3.78/5 ★

Read Reviews (2)

"...The system capitalised the combined function of Sales Force Automation (SFA) and Customer Relationship Management (CRM)...." XPERT TECHNOLOGIES

Based on peer insights

Cuspera recommends XPERT CRM for

Use Cases Lead Tracking , Tracking & Monitoring Communications , Relationship Management
Features Live Monitoring
Business Priorities Enhance Customer Relationships, Manage Risk

Peer and Expert Opinion on Features

for XPERT CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Live monitoring

4.18/5 ★

Read Reviews (6)
FEATURES RATINGS AND REVIEWS
Live monitoring

4.18/5 ★

Read Reviews (6)

IT and Other Capabilities

for XPERT CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.80/5 ★

Read Reviews (14)
Data Export

3.49/5 ★

Read Reviews (5)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.80/5 ★

Read Reviews (14)
Data Export

3.49/5 ★

Read Reviews (5)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.73/5 ★

Read Reviews (6)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.73/5 ★

Read Reviews (6)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.10/5 ★

Read Reviews (17)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.10/5 ★

Read Reviews (17)

Software Failure Risk Guidance

?

for XPERT CRM

Top Failure Risks for XPERT CRM

Vendor Profile Details

Company Name

XPERT TECHNOLOGIES

HQ Location

33-01, 33rd Floor, Menara Keck Seng, Jalan Bukit Bintang, Kuala Lumpur, WP 55100, MY

Employees

11-50

Social

Financials

SERIES A