Thirdlane Connect

Thirdlane Connect

Thirdlane Connect is a customer relationship management (CRM) software that helps businesses organize contacts, track deals, automate marketing campaigns, and provide customer support. It offers features like contact management, pipeline tracking, email marketing, help desk, and
Thirdlane Connect image
crm contact-management pipeline-tracking email-marketing help-desk analytics

Thirdlane Connect: CRM Software for Business Management

Customer relationship management software with features like contact management, pipeline tracking, email marketing, help desk, and analytics, helping businesses organize contacts, track deals, automate marketing campaigns, and provide customer support.

What is Thirdlane Connect?

Thirdlane Connect is a cloud-based customer relationship management (CRM) platform designed for small and medium-sized businesses. It allows users to organize contacts, track deals and sales pipelines, automate marketing campaigns, provide customer support, and gain insights through analytics.

Key features of Thirdlane Connect include:

  • Contact Management - Store all customer and prospect information in one place. Track details like emails, phone numbers, addresses, account history, notes, custom fields, and more.
  • Pipeline Tracking - Visualize sales funnels with deals progressing from lead to close. Set up sales stages and track deal values, activities, close dates, and probabilities.
  • Email Marketing - Create, send, and track professional email campaigns to nurture leads and engage customers. Integrates with email providers like Gmail.
  • Help Desk - Manage, prioritize, and resolve customer support tickets from an online customer portal. Automate ticket routing and standard responses.
  • Reporting & Analytics - Gain insights from pre-built and customizable reports on sales performance, lead activity, marketing ROI, and more. Integrate with business intelligence tools.

Thirdlane Connect offers mobile apps, an open API, and integrations with popular business apps like Office 365, G Suite, QuickBooks, and more. It is suited for sales teams, marketing teams, and customer support teams looking for an integrated CRM platform to enhance productivity and visibility.

Thirdlane Connect Features

Features

  1. Contact management
  2. Pipeline tracking
  3. Email marketing
  4. Help desk
  5. Analytics

Pricing

  • Subscription-Based
  • Freemium

Pros

User friendly interface

Robust feature set

Integration with other software

Mobile access

Customizable workflows

Cons

Can be pricey for small businesses

Steep learning curve

Requires training and setup

Occasional bugs and glitches

Limited customization in lower tiers


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