Doplac CRM
Doplac CRM offers a comprehensive solution for agencies of all sizes, with features like email marketing, lead tracking, and project management. The user-friendly website provides extensive documentation and a 14-day free trial for exploring its capabilities.
What is Doplac CRM?
Doplac CRM is the ultimate solution for agencies looking to streamline their client acquisition and management processes. With features like email marketing, project management, social media management, and more, Doplac CRM offers everything you need to take your agency to the next level. The website for Doplac CRM is user-friendly and provides comprehensive documentation to help you navigate the platform effortlessly. Engage in lively discussions and connect for collaboration through the Contact Us section. Join the affiliate program and earn recurring commissions for promoting Doplac CRM. With Doplac CRM, you can automate processes, accelerate growth, and boost revenue with advanced features like post scheduling, AI assistant, and email verification.
Doplac CRM is the go-to CRM software for agencies of all sizes. Whether you're a small agency or a growing one, Doplac CRM has the features and scalability to meet your needs. The website for Doplac CRM offers clear and concise pricing plans that make it easy to choose the right package for your agency. With integrations with popular tools and applications, Doplac CRM ensures a seamless flow of information across platforms. The platform is GDPR compliant, ensuring the privacy and security of your data. Take your agency's success to the next level with the best CRM for agencies - Doplac CRM.
Doplac CRM is a game-changer for agencies looking to enhance their client management and lead generation. With features like lead tracking, marketing automation, and analytics, Doplac CRM empowers agencies to optimize their sales process and improve lead conversion rates. The website for Doplac CRM offers a 14-day free trial to explore its comprehensive features risk-free. Discover how Doplac CRM can transform your customer relationship management and sales processes. Join the Doplac Academy community with over 1k members and access 100+ videos to enhance your skills. Get started now and see the difference Doplac CRM can make for your agency's success.
How to Use Doplac CRM?
Step 1: Sign Up and Access Your Free Trial- Visit the Doplac CRM homepage at doplac.com.
- Click on the 'Get Started Free' button to initiate your free trial.
- Fill out the registration form with your name, email address, and desired password.
- Confirm your email by clicking on the verification link sent to your inbox.
- Log in to Doplac CRM using your newly created credentials.
- Upon logging in, navigate to the 'Settings' section located in the sidebar.
- Click on 'Agency Profile' to input your agency's information, including name, contact details, and logo.
- Click 'Save' to confirm your agency details.
- Go to the 'Team Management' tab under the 'Settings' section.
- Click on 'Add Member' to invite colleagues to join your Doplac CRM account.
- Enter the team members' email addresses and assign appropriate roles (e.g., Admin, Manager, User).
- Send the invitation and wait for your team members to accept and set up their profiles.
- Navigate to the 'Contacts' section in the sidebar menu.
- Click on 'Import Contacts' and choose the file format (e.g., CSV, XLS) for your contact list.
- Map the fields from your file to the corresponding fields in Doplac CRM.
- Click 'Import' to upload your contacts and leads.
- Head to the 'Projects' section in the sidebar.
- Click on 'Create Project' and fill in the project details such as name, description, and deadlines.
- Assign team members to the project roles and specify their tasks.
- Click 'Save' to create and manage your project.
- Go to the 'Marketing & Outreach' section in the sidebar.
- Click on 'Create Campaign' to start a new marketing campaign.
- Select the campaign type (e.g., Email Marketing, Social Media Outreach) and specify the target audience.
- Design your campaign message using the drag-and-drop builder or select from various templates provided by Doplac CRM.
- Set up automation rules like schedule, follow-ups, and triggers.
- Review and launch your campaign.
- Go to the 'Meeting Booking' section.
- Click on 'Schedule New Meeting' and select the contact or lead you wish to meet with.
- Choose a date, time, and location (or provide a virtual meeting link).
- Send out invitations automatically through Doplac CRM.
- Track all your meetings and upcoming appointments directly from the dashboard.
- Navigate to the 'Billing' section in the sidebar.
- Click on 'Create Invoice' to generate a new invoice for a client.
- Fill in the invoice details, including client information, services provided, and amounts due.
- Send the invoice directly to the client's email through Doplac CRM.
- Track payment statuses and manage financial records inside Doplac CRM.
- Go to the 'Analytics & Reporting' section.
- Select the type of report you want to generate (e.g., Sales Performance, Lead Conversion, Campaign Effectiveness).
- Customize the report parameters and time frames to analyze specific data.
- Generate and review reports to make informed business decisions.
- Click on the 'Help' icon in the top-right corner.
- Select 'Video Tutorials' to watch instructional videos on various features and functionalities of Doplac CRM.
- Check the 'Documentation' section for in-depth guides and troubleshooting tips.
- For further assistance, reach out via Doplac CRM's 'Live Chat & Support' feature.
Doplac CRM Features
Feature 1: Marketing Pipeline
The Marketing Pipeline feature in Doplac CRM is designed to streamline the process of managing leads and tracking their progress through the sales pipeline. It allows users to capture leads, nurture them with targeted communication, and monitor their journey towards conversion.
Function Detail
- Users can input new leads into the system and assign them to specific stages in the marketing pipeline.
- Automated workflows can be set up to guide leads through the different stages of the pipeline.
- Users can track the status of each lead, access communication history, and analyze conversion rates.
Feature 2: Customer Profiling, tracking & Management
The Customer Profiling, Tracking & Management feature in Doplac CRM enables users to create detailed profiles of their customers, track their interactions, and effectively manage these relationships. It centralizes customer information for easy access and analysis.
Function Detail
- Users can create customer profiles with key details such as contact information, preferences, and purchase history.
- Interactions with customers, including emails, calls, and meetings, can be logged and tracked within the system.
- Segmentation and tagging capabilities allow for personalized communication and targeted marketing campaigns.
Feature 3: Customer Support & Relationship
The Customer Support & Relationship feature in Doplac CRM is designed to help agencies provide exceptional customer service and maintain strong relationships with clients. It includes tools for managing customer inquiries, resolving issues, and tracking client satisfaction.
Function Detail
- Users can log customer inquiries, assign them to team members, and track their resolution status.
- Automated responses and templates can streamline the customer support process and ensure consistency.
- Feedback and survey functionalities enable users to gather client feedback and measure satisfaction levels.
Feature 4: Reporting & Custom Analytics
The Reporting & Custom Analytics feature in Doplac CRM provides users with tools to track and analyze key metrics, generate reports, and gain valuable insights into their agency's performance. It facilitates data-driven decision-making and strategic planning.
Function Detail
- Users can create custom reports based on specific criteria, such as lead conversion rates or campaign performance.
- Data visualization tools help users understand trends and patterns in their data for actionable insights.
- Integration capabilities allow for the combination of CRM data with external sources for comprehensive analytics.
Doplac CRM Pricing
-
Best for Small Agency
$71 /monthly
$71 monthly
Get Started3 Team Members
Cold Outreach
Email Marketing
CMS & Website Builder
Meeting Booking
Client Portal
Billing
Project Management
Live Chat
Email Verify
Social Media Management
-
Best for Growing Agency
$222 /monthly
$222 monthly
Get Started10 Team Members
Cold Outreach
Email Marketing
CMS & Website Builder
Meeting Booking
Client Portal
Billing
Project Management
Live Chat
Email Verify
Social Media Management
Upcoming
-
Best for Medium Agency
$558 /monthly
$558 monthly
Get Started20 Team Members
Cold Outreach
Email Marketing
CMS & Website Builder
Meeting Booking
Client Portal
Billing
Project Management
Live Chat
Email Verify
Social Media Management
Upcoming
Dedicated Support
White Level
Reseller
-
Enterprise Agency
Contact for Pricing
Custom
Get Started100k+ Contacts
20 Team Members
Cold Outreach
Email Marketing
CMS & Website Builder
Meeting Booking
Client Portal
Billing
Project Management
Live Chat
Email Verify
Social Media Management
Upcoming
Dedicated Support
White Level
Reseller
Doplac CRM Frequently Asked Questions
What is Doplac CRM Software?
Is Doplac an Agency CRM?
Which businesses benefit most from Doplac CRM?
Is Doplac CRM software ideal for all types of agencies?
Does Doplac Offer Email SMTP?
Does Doplac have any Free Demo?
Are updates free of charge?
Is Doplac CRM GDPR Complaint?
Can Doplac CRM software integrate with other tools and applications?