Open Source CRM Solution • Strategic Market Solutions, LLC

A CRM FOR TODAY…AND TOMORROW – TWP-1-Touch

TWP 1-Touch Open Source CRM

Combing an affordable world class open source CRM with our teams’ knowledge and decades of experience in providing marketing solutions to B2B companies , the TWP 1-Touch CRM delivers everything your business needs without breaking the bank.

Our understanding of the technical side of the system is only overshadowed by our deep knowledge of the inner workings of industrial companies, yielding an integrated CRM to maximize your efficiencies.

DESIGNED FOR SALES TEAMS

CRM for your sales team with all the essential tools – sales funnel, pipeline management, sales reports, 360-degree customer view, support for repeat sales and sales automation.

Visualize your sales process
Custom Stages
lead qualification
Improved sales conversion
Cycle tracking & Sales funnel automation

SALES FUNNEL AUTOMATION

Automated sales funnels
Multiple sales funnels
Automation between sales funnels
Repeat sales automation
Upsells, downsells, cross-sells

Easily automate sales funnels and create rules and triggers to move clients and prospects.

MARKETING AND SALES INTELLIGENCE

Track your marketing costs and calculate ROI. Learn which marketing channels, campaigns or keywords are delivering the best return on investment and help you close more deals.

View Sales Intelligence analytics in the CRM Analytics section including advertising ROI, Traffic reports, & system analyses.

MULTICHANNEL CRM FOR MARKETING

Email marketing, SMS, telemarketing, voice broadcasting and Facebook/Google re-targeting campaigns from your CRM. Send up to 1 million emails a month!

CRM Email Integration
Lead creation from incoming emails
Bulk emails (email marketing)
Email automation & triggers
Email statistics

TASK AND PROJECT MANAGEMENT

Create tasks inside CRM. Collaborate with clients and track time for accurate billing. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more.

Advanced project planning, resource management and progress tracking. Project calendars and interactive printable Gant charts.

CRM LIVE CHAT INTEGRATION

Built-in live chat
Conversation routing
Greetings and canned replies + Chat Bots
Contact information capture
Reports and statistics

VOIP TELEPHONY

Turn our CRM into a full featured online call center. Inbound, outbound, call recording, IVR and call routing.

Voicemail
Call recording
Call transferring and forwarding
Queueing and routing plus Softphone (dial pad)

Cloud CRM & Marketing Automation Suite

Cloud CRM Suite

Custom CRM Solutions

Cloud CRM & Marketing Automation Suite
	Standard	Advanced	Professional	Enterprise
GENERAL
No. Of Seats	Up to 12	13-24	25-50	51-100
User Setup	x	x	x	x
User Email Setup	x	x	x	x
Users with Unique Logins & Tracked System Actions User creation and e-vite generation Email integration to send emails in the system synced to Outlook or Google Email accounts
No. of Contacts	10,000	30,000	Unlimited	Unlimited
Contact Setup (Fields & Import)	x	x	x	x
Quantity of Contacts that can be stored Custom Fields Included
Hierarchy/Permissions	3 Groups	10 Groups	20 Groups	Unlimited
Group & User Access setup	x	x	x	x
Individual and Group access rules
Sales
Sales Pipelines	3	10	20	Unlimited
Pipeline Setup	1	4	7	10
Sales Channels and Process Flow
Pipeline Automations	10	25	100	Unlimited
Pipeline Automation Setup	5	10	20	50
Automated actions based on pipeline/process flows
Chat & Bots; Unique Instances	1	3	5	20
Chat/Bot Setup	x	x	x	x
Website Chat or Bots with unique messaging and operator heirarchy
Product Tracking	500	1000	2500	Unlimited
Product Setup Setup	n/a	X	X	X
No of unique skus that can be setup and tracked within the CRM
Invoicing	x	x	x	x
Unique Invoice Setup	1	3	3	5
Create Invoices from sales deals and opportunities
Sfdc: Data Transfer	x	x	x	x
Leads, Contact, Companies, & Opportunities. Notes Transferred from Professional & Enterprise Vers.
Marketing
Marketing Automations	2	10	50	Unlimited
Marketing Automation Setup	1	4	7	10
Automated actions based on actions of contacts
Email Marketing	10,000/Mth	100,000/Mth	200,000/Mth	500,000/Mth
Email Marketing Training	x	x	x	x
External Email Marketing Integration	n/a	x	x	x
Qty of Mass Monthly emails that may be sent using the CRM’s host email server Training on use of the internal email marketing module Integration to Mailchimp or Constant Contact
Contact Tracking*	5,000	10,000	25,000	Unlimited
Website Tracking Setup	x	x	x	x
Website page tracking of identified contacts based on submitted forms & marketing email clicks Module and page code installation for contact tracking.
Email Read Tracking	x	x	x	x
Will indicate when emails sent within the CRM were read .
Campaign Management and Tracking	x	x	x	x
Incoming lead tracking
Tasks Module
* Requires wordpress website with scalable cloud hosting. Server access required for setup
Task Creation/Tracking	500	1,000	Unlimited	Unlimited
Create and track individual tasks within the company heirarchy.
Task Workgroups	1	4	10	100
Workgroups/Repititive Task Setup	n/a	2	4	6
Create and track recurring departmental tasks Setup repitive tasks within departments
Workgroup Automations	10	25	100	Unlimited
Workgroup Automation Setup	n/a	5	10	20
Automate actions and notifications within departmental workgroups Setup automated notifications and actions within departmental workgroups.
Business and Reporting
Telephony*	10	25	100	Unlimited
Telelphoney Line Setup	X	X	X	X
VOIP Inetgarted calling. Additional Charges apply for VOIP Service
HR Module	x	x	x	x
Employee time tracking
Custom Forms	5	10	25	50
Custom Form Setup	5	10	25	50
Creation of custom internal or customer facing forms. RFQ, Requisitions, Service, etc.
Standard Reporting	X	X	X	X
Sales funnels, forecasting, lead reports, product reports, and activcity tracking
Customized Reports	X	X	X	X
Custom Report Setup	n/a	2 Hrs	4 Hrs	6 Hrs
Customize report outputs as required
E-Signature	n/a	X	X	X
Esignature for Proposal Acceptance
Support
Service Hours (Help Desk & Customization)	6/yr	12/yr	18/yr	24/yr
Dedicated Support Concierge	n/a	x	x	x
Service hours for system setup & training. Per contract yr w/ unused time transferred to the next yr. The development services project manager will guide all ongoing service and customization.
Pricing and Terms
Setup Cost	$2,500	$3,500	$4,500	$5,500
Recurring Costs	$975/mth	$1,400/mth	$2,300/mth	$3,300/mth
30-60 Days Required for Setup Recurring Costs start 30 days after contract execution. Initial Setup Requirements to be submitted by the Client within 90 days of contract signing. System requirements submitted after 90 days will be handled as ongoing services and development.
Billing	Quarterly	Quarterly	Quarterly	Quarterly
Minimum Term	1 Yr	1 Yr	2 Yrs	2 Yrs
Additional Service Time	$2,200/20 hrs	$2,100/20 hrs	$2,000/20 hrs	$1,900/20 hrs
Service hours are offered in blocks of 20 hours

Optional Marketing Service Modules

Marketing Services Implementation	Standard	Advanced	Professional
Marketing Professional	10 hrs/mth	25 hrs/mth	40 hrs/mth
Campaign management, copywriting, list compilation, and lead scoring
Pricing & Terms
Recurring Costs	$1,000/mth	$2,275/mth	$3,400/mth

Website Design & Management	Silver	Gold	Platinum
New WebSite Design & Management	Standard	w/Catalog	Catalog + SEO
Details at https://totalwebpartners.com/totalweb-partners-website-design-build/
Pricing & Terms
Recurring Costs Start At	$375/mth	$550/mth	$950/mth

SEO (Search Engine Optimization)	Silver	Gold	Platinum
SEO, SM & Web Content Services	10 hrs/mth	25 hrs/mth	40 hrs/mth
Details at https://totalwebpartners.com/totalweb-partners-seo-search-engine-optimization/
Pricing & Terms
Recurring Costs Start At	$750/mth	$1000/mth	$1400/mth

Cloud CRM Suite
	Standard	Advanced	Professional	Enterprise
GENERAL
No. Of Seats	Up to 9	10-24	25-50	51+
User Setup	x	x	x	x
User Email Setup	x	x	x	x
Users with Unique Logins & Tracked System Actions User creation and e-vite generation Email integration to send emails in the system synced to Outlook or Google Email accounts
No. of Contacts	10,000	30,000	Unlimited	Unlimited
Contact Setup (Fields & Import)	x	x	x	x
Quantity of Contacts that can be stored Custom Fields Included
Hierarchy/Permissions	3 Groups	10 Groups	20 Groups	Unlimited
Group & User Access setup	x	x	x	x
Individual and Group access rules
Sales
Sales Pipelines	3	10	20	Unlimited
Pipeline Setup	1	4	7	10
Sales Channels and Process Flow
Pipeline Automations	10	25	100	Unlimited
Pipeline Automation Setup	5	10	20	50
Automated actions based on pipeline/process flows
Chat & Bots; Unique Instances	1	3	5	20
Chat/Bot Setup	x	x	x	x
Website Chat or Bots with unique messaging and operator heirarchy
Product Tracking	500	1000	2500	Unlimited
Product Setup Setup	n/a	50	100	250
No of unique skus that can be setup and tracked within the CRM
Invoicing	x	x	x	x
Unique Invoice Setup	1	3	3	3
Create Invoices from sales deals and opportunities
Sfdc: Data Transfer	x	x	x	x
Leads, Contact, Companies, & Opportunities. Notes Transferred from Professional & Enterprise Vers.
Tasks Module
* Requires wordpress website with scalable cloud hosting. Server access required for setup
Task Creation/Tracking	500	1,000	Unlimited	Unlimited
Create and track individual tasks within the company heirarchy.
Task Workgroups	1	4	10	100
Workgroups/Repititive Task Setup	n/a	2	4	6
Create and track recurring departmental tasks Setup repitive tasks within departments
Workgroup Automations	10	25	100	Unlimited
Workgroup Automation Setup	n/a	5	10	20
Automate actions and notifications within departmental workgroups Setup automated notifications and actions within departmental workgroups.
Business & Reporting
Telephony*	10	25	100	Unlimited
Telelphoney Line Setup	n/a	2	4	5
VOIP Inetgarted calling. Additional Charges apply for VOIP Service
HR Module	x	x	x	x
Employee time tracking
Custom Forms	n/a	2	4	8
Custom Form Setup	n/a	2	4	8
Creation of custom internal or customer facing forms. RFQ, Requisitions, Service, etc.
Standard Reporting	X	X	X	X
Sales funnels, forecasting, lead reports, product reports, and activcity tracking
Customized Reports	X	X	X	X
Custom Report Setup	n/a	2 Hrs	4 Hrs	6 Hrs
Customize report outputs as required
E-Signature	n/a	n/a	X	X
Esignature for Proposal Acceptance
Support
Service Hours (Help Desk & Customization)	10/yr	20/yr	30/yr	50/yr
Dedicated Support Concierge	n/a	x	x	x
Service hours for system setup & training. Per contract yr w/ unused time transferred to the next yr. The development services project manager will guide all ongoing service and customization.
Pricing & Terms
Setup Cost	$4,000	$9,000	$12,000	$17,500
Recurring Costs	$600/mth	$950/mth	$1,400/mth	$2,000/mth
30 Days Required for Setup Recurring Costs start upon setup completeion; 30 days after contract execution
Billing	Quarterly	Quarterly	Quarterly	Quarterly
Minimum Term	1 Yr	1 Yr	1 Yr	1 Yr
Additional Service Time	$2,000/20 hrs	$1,800/20 hrs	$1,700/20 hrs	$1,600/20 hrs
Service hours are offered in blocks of 20 hours

Optional Website Service Modules

Website Design & Management	Silver	Gold	Platinum
New WebSite Design & Management	Standard	w/Catalog	Catalog + SEO
Details at https://totalwebpartners.com/totalweb-partners-website-design-build/
Pricing & Terms
Recurring Costs Start At	$375/mth	$550/mth	$950/mth

SEO (Search Engine Optimization)	Silver	Gold	Platinum
SEO, SM & Web Content Services	10 hrs/mth	25 hrs/mth	40 hrs/mth
Details at https://totalwebpartners.com/totalweb-partners-seo-search-engine-optimization/
Pricing & Terms
Recurring Costs Start At	$750/mth	$1000/mth	$1400/mth

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