Azurepath Features List

Azurepath

All in one CRM, sales performance, and cash forecasting tool

4.93/5 (15 reviews)

Azurepath Feature Summary

  • Sales and cash forecasting using historical guides
  • Aggregate all lead activity under parent accounts
  • Assign and track leads and targets for individual sales reps
  • Ingest leads automatically from any webform
  • Distribute leads to team members with built in role types
  • Track top accounts, top products, stage aging and more
  • Customizable trend analysis for individuals and teams
  • Powerful and guided sales forecasting using simple sliders
  • Track all aspects of sales performance
  • Track leads by lead stage with historically based scoring
  • Automatic trend charts and reports
  • Automated insights help predict performance and cash flow
  • Look months into the future with customizable sliders
  • Import your product catalog with custom price and discounts
  • Track all payment information including COGS
  • Set leads to recur automatically upon closing
  • Automated color coding and sortable columns prioritize tasks
  • Adjust pricing and burn rate within forecast
  • Track all team communication with leads and accounts
  • Automated visual highlighting for out of date leads
  • Import and export payment and invoice information
  • Bcc Azurepath for email tracking and to add attachments
  • US Dollar, Pound, Euro, Canadian and Australian Dollar
  • Manage lead stage, value, products, payment, communication
  • Extensive reports and statistics on all aspects of business
  • Simple and customizable with drag and drop display options
  • Filter trend chart reports by user and time period
  • Simple integration with Outlook using Bcc to Azurepath

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Competitor Feature Comparison

Azurepath Feature Reviews

13 reviewers had the following to say about Azurepath's features:

Anonymous
VP of Sales (Computer Software company, 51-200 employees)
Verified Reviewer

Best CRM Tool I've Ever Used

2015-12-14

I’ve used Salesforce for the past 10 years to do tasks ranging from data input, pipeline management, to now as an Executive running business critical reports.

Pros

Useful business insight graphs and trend reports.

Cons

Nothing negative to say about the software.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Peter Schubert

Excellent support. Adapted well to our application, which was to track contacts for a Lean Startup

2017-12-21

Using the software allowed us to track that and report it in a convenient manner.

Pros

Intuitive ease-of-use, and easy to read reports. The ability to track touches allowed us to report this in a format which met our needs

Cons

If it was free I would like it even better. If it had a mind reading application and I didn't have to hand enter things that would be great too. And there was some confusion on where to enter someone's name as both a lead and a contact when entering a new company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Rendall

Pleasure to use after struggling with others

2016-02-23

Pros

We were able to import our data quickly and then immediately got really cool charts and historical information.

Cons

We're still getting used to it.. we've only been using it a few weeks now. Vendor so far is awesome.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering Azurepath

Try it out, be thorough. Join one of the live webinars.. the one I participated in was really helpful.

Source: Software Advice
Helpful?   Yes   No
Read more
Patrick Lewis

Quick and easy to use

2015-12-21

I highly recommend Azurepath for its ease of use and automatic trend analysis charts.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Steve Hagen

CRM with straightforward setup, lead management and reporting

2016-03-27

I started by importing an Excel file that contained our contacts and current set of accounts and then configured system setup to match our sales process and business terminology.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Alexandra Perez

Incredible Customer Service & Does What It Says On The Tin

2016-09-21

Salesforce is a powerful and complex tool, but it comes with a hefty price tag as well as the need for in-depth training sessions and very involved data input, thus making it a huge investment of time and money.

Pros

Intuitive, easy to use, clean interface. Responsive customer service.

Cons

We operate with multiple currencies from all over the world, this software keeps you to one currency. It's not possible to apply a cost without a payment invoice, so if costs are being accrued without a payment invoice then you are not able to record it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Azurepath

I cannot say enough about the Azurepath team. They are so helpful and open to suggestions on how to improve the tool.

Source: Capterra
Helpful?   Yes   No
Read more
Andrew B.

Insightful analytics and very user friendly!

2016-10-17

Azurepath was able to differentiate itself rather quickly due to its intuitive user interface and tools that allow us to carefully track our leads and its ability to produce insightful analytics and reports that allow us to analyze key sales and financial metrics .

Pros

Ease of Use Functionality Great Value for the price Great customer service team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Olu Rhodes-Vivour

Very Intuitive

2016-02-27

Pros

I'm a previous Salesforce user and anyone that's used Salesforce as a CRM knows how challenging it can be to generate accurate reports that allow you to effectively manage your Sales team and opportunity pipeline.

Cons

i've been using Azurepath for several months now and honestly can't think of anything that I don't like about this product. Their staff was extremely responsive to any and all questions I had at initial launch, and I've even received an unsolicited check-in from the Azurepath team to make sure that I was getting the expected value from the application.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering Azurepath

Do your research and only seriously consider companies that offer a 30 or 60-day trail. As a Sales Executive, I live and die by the accuracy and insight that I'm able to pull from my CRM. Azurepath certainly meets both of these needs and I would strongly recommend this application to anyone looking to have a better understanding of their pipeline and customers.

Source: Software Advice
Helpful?   Yes   No
Read more
John Freinen

Easy to use with immediate results

2015-11-22

We have a lot more data than ever before with automatic call tracking and we can easily see which salespeople are falling behind on keeping up with their accounts.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kirth Bobb

The way CRM should be done

2016-12-16

Azurepath is a well designed solution that offers our team an intituative interface.

Rating breakdown

Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Eugene Thompson

Quick system setup and straightforward feature set for keeping leads current

2016-03-28

I then manually entered a few accounts before figuring out that I could just batch import information using an Excel template.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Katina Truman

A customizable software solution with an amazing support team behind it.

2017-02-15

And I heard they are rolling out a way to import leads from my website webform directly into the database.

Pros

Flexibility, Ability to Customize and amazing customer service.

Cons

At first, I didn't like that I couldn't set a "touch" for a future date...a reminder. But Azurepath quickly added that capability into the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Azurepath

Just try it. The cost/benefit on the software is unbelievable.

Source: Capterra
Helpful?   Yes   No
Read more
Corinne Baggs

All the features we need, easy to use and customer support that goes above and beyond.

2017-03-01

We are a start up company and a first time user of CRM software, we shopped around.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more