Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Cat avg: 7.8
Top Performing Features
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Cat avg: 8
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Cat avg: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Cat avg: 7.3
Worst Performing Features
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Cat avg: 7.5
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Cat avg: 8.4
Tabillo Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
7.3-6%
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
5.5-29%
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.5
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
8.2+14%
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
8.2+1%
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Tabillo Features from the Vendor
Sales Force Automation
Vendor-contributedCustomer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Opportunity management
Users can track deals and create quotes.
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Marketing Automation
Vendor-contributedLead management
This includes lead generation, scoring, qualification, routing, and nurturing.
CRM Project Management
Vendor-contributedTask management
This includes the ability to plan, track, collaborate and report on tasks.
Reporting
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Vendor-contributedCustomizable reports
Users can create reports and dashboards unique to their needs.
Customization
Vendor-contributedCustom fields
Users can create custom fields to store additional information on standard and custom objects.
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
Vendor-contributedRole-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Integrations with 3rd-party Software
Vendor-contributedMarketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Additional Features
Vendor-contributedCustom App Builder
Customizable CRM
Activities & Reminders
Comments
Multiple views - Grid, Calendar, Cards
Online File Sharing
Simple Workflows & Alerts
Powerful full-text Search and Filtering
Custom Fields
Forms Builder
One-click, Record Level Security
Restful API - connect with 3rd party applications