coAction CRM Review

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About coAction

coAction leverages its cloud-based services by providing feature rich business software applications called coApps, which enforce collaboration across sales, marketing, and service teams.

Headquartered in New Jersey and privately held, coAction is one of the dominant players in collaboration software, and their CRM is positioned for small and mid-sized businesses. The On-demand CRM platform can be up and running in just a few hours, enabling users to see immediate value from the software.

coAction CRM Solutions

  • coAction CRM

coAction CRM Technology Model

  • Hosted

coAction CRM Highlights

  • Rules-based routing to cases
  • Support cases can be submitted through the customer web portal, custom forms, or email
  • Automated canned responses to customer inquiries
  • Alerts and reminders can be linked to Service Level Agreement triggers, to ensure best quality service
  • Strong functionality for lead management, contact management, opportunity management, task management, and forecasting
  • Workflow features that enable users to automate various tasks including emails and forecast changes
  • Reporting capabilities allow users to use pre-built reports or generate their own through custom reporting features.
  • coAction provides a payments platform for invoicing and payment, and includes a claims platform to reduce deductions and exceptions.
  • Project management functionality ensures that businesses can optimize their resource management with powerful capabilities such as: milestones, resource assignment, timelines, and tasks.

Benefits of coAction CRM

  • On-demand software provides a low total cost of ownership, and easy access anytime, anywhere.
  • Features such as a customer portal enable end users to collaborate and share in a secure and easy manner.
  • coAction CRM allows organizations to manage their entire customer service oriented processes. From leads, contact, opportunities, and support items, coAction efficiently manages the entire customer relationship process, and lets previously disparate departments collaborate on all activities.
  • coAction improves customer retention rates and customer acquisition rates, while reducing support costs with automated case management and support features.
  • coAction enforces collaboration across the business with features such as customizable databases, customer portals, task management, email management, document management, project management, calendar, and other advanced tools.

Happy Customers

D&B, Cantrex, Staffmark, Pitney Bowes, Mistras Group, Red Roof Inn, ScreenTek, Regal Beloit, Worldwide Electric Corporation, Technicolor, Bosch Packaging Services Inc.

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