GleanView is an all-in-one marketing and sales platform designed for small and midsize businesses which offers tools for marketing automation, customer relationship management (CRM), predictive lead scoring, sales analysis, marketing analysis, and more.
GleanView’s CRM capabilities allow users to manage customer accounts, leads, opportunities, quotes, projects, and more. Full web, email, and call histories can be tracked for all customer accounts, opportunities, and projects, and users can also record lead histories including form submissions. PDF quotes can be created for offline sales, with customizable headers, footers, and logos, using the product and vendor database. The opportunity management tools allow users to view details of all deals in the pipeline, track quotes and sales stages, and forecast sales. Real-time alerts enable users to respond rapidly to customer interactions including new account assignments and existing account website revisits.
The marketing automation tools in GleanView include a drag-and-drop email campaign builder, through which users can create multi-step nurture and drip campaigns with triggers based on individual visitor behaviors and actions. Campaigns and analytics can be segmented by visitor behavior or demographics, and opens, clicks, and bounced emails are tracked automatically. Users can create custom landing pages using a drag-and-drop editor, and A/B test different landing page variants. Social media posts can also be created and scheduled across Facebook, Twitter, and LinkedIn, with shortened URLs and link tracking.
GleanView enables users to analyze sales performance, including opportunities, accounts, and orders, from the company-wide down to the individual level, and compare performance to previous periods. Marketing performance can be analyzed across multiple channels and segments, with advanced segmentation options. GleanView also offers predictive lead scoring through a self-adjusting model which generates lead scores based on a set of attributes gathered from historical lead profiles and third party data sources.
GleanView is integrated with our online shopping cart, and all of our online orders/web quotes flow directly from our website into GleanView. These transactions are then routed to our sales and customer service team members using custom assignment rules, which were very easy to set up in GleanView. Web quotes are automatically entered as sales opportunities and assigned to sales and are tracked as pipeline.
I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow.
There were a few things along the way (some minor bugs and enhancements). The GleanView team has been great about fixing things like that quickly.
The integration capability really sold us. Being able to integrate all of our major systems ¿ phone, email, shopping cart, and website ¿ has really helped us understand our customers and their needs better.
We had a fairly manual process of lead and order follow up previously that relied on manual data entry and used several different systems. We wanted something that could put all of our customer data and interactions in one central place. We were able to reduce the administration and manual entry time of our team significantly, which allows them to focus more on following up with our customers.
Likelihood to recommend
The option to customize the search fields for specific projects and or customers is the most helpful feature for my specific needs
I wish there was an option to save your preferred search options so you didn't have to re-filter them each time you refreshed the page after an update or logging out.
Likelihood to recommend
We are saving a ton of money and getting a better product and service that we had with our previous CRM.
We switched from a competing CRM to GleanView and ended up saving alot per year without losing any functionality. The service has been top notch and has gone above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order.
I am usually going in between a ton of leads and opportunities at the same time. I can' t imagine being able to do that without the organization and clean interface that Gleanview provides. I can very easily with the click of a mouse see all of my contacts history and all my emails and phone calls are automatically saved. I maneuver through my open accounts and new business leads very easily and can manage my next steps in a very organized manner. This ensures I move things through the pipeline more efficiently which equates to more sales.
Below are some frequently asked questions for GleanView.
GleanView offers the following pricing plans:
Starting from: $45/month
Pricing model: Subscription
Free Trial: Available
Starter: $55 per month per user billed annually 1-9 users
Pro: $45 per month per user billed annually 10-20 users
Plus: $895 per month billed annually unlimited users
GleanView offers the following features:
GleanView has the following typical customers:
Mid Size Business, Small Business
GleanView supports the following languages:
GleanView has the following pricing plans:
We do not have any information about what devices GleanView supports
GleanView integrates with the following applications:
Epicor Manufacturing Express Edition, Gmail, Google Calendar, InsideView, Microsoft Dynamics AX, Microsoft Office 365, QuickBooks, RingCentral, Unbounce, Zapier
GleanView offers the following support options:
Online Support, Phone Support