Merlin CRM

Merlin CRM

Merlin Business Software
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About

With Merlin you get unlimited company and contact records, which alongside the standard fields you would expect from a CRM system, Merlin allows for approximately 40 user-definable (customisable) fields. With this you can store and report on the information you want. Tired of clicking through screens to find the relevant windows, Merlin has an intelligent, dynamic menu, which will predict and show the options you’re most likely to need next on any given page. With its fully integrated approach, Merlin records all activity against the relevant contact, so there is no duplication of data and you get a full historical archive. The Customer Relationship Management (CRM) module allows for a proactive sales force to have their diaries automatically populated with appointments scheduled for the next month, week, day or a given date range. This also works with your Accounts and Purchasing teams chasing payments or deliveries respectively.

About

Tray.ai is an API integration platform that allows users to innovate, integrate, and automate organization with no developer resources needed. Tray.io enables users to connect their entire cloud stack on their own. With Tray.ai, users can easily build and streamline processes with a specifically designed visual workflow editor. Tray.io also empowers the users' workforce with automated processes. The intelligence powering the first iPaaS that everyone can use to complete business processes using natural language instructions. Tray.ai is a low-code automation platform designed for both non-technical and technical users to create sophisticated workflow automations that facilitate efficient data movement and actions across multiple applications. Our low-code builder and new Merlin AI transform the automation process by bringing together the power of flexible, scalable automation; support for advanced business logic; and native generative AI capabilities that anyone can use.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Contact relationship management solution for companies wanting to manage accounts, relationships, and interactions with customers, prospects and suppliers

Audience

Organizations interested in a powerful and extensible iPaaS

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Merlin Business Software
Founded: 1974
United Kingdom
www.merlinbusinesssoftware.com/our-software/contact-management/

Company Information

Tray.ai
Founded: 2012
United States
tray.ai

Alternatives

Alternatives

Merlin Business Intelligence

Merlin Business Intelligence

Merlin Business Software

Categories

CRM

Categories

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Integrations

ChartMogul
Cisco Duo
Clearbit
Google Docs
Google Drive
IBM Watson
Ironclad
Jira
Jira Service Management
PersistIQ
Pipedream
Qualtrics Employee Experience
Qualtrics XM Platform
Reddit
Segment
Slack
Snowflake
Zendesk
Zendesk Sell
Zoom Webinars

Integrations

ChartMogul
Cisco Duo
Clearbit
Google Docs
Google Drive
IBM Watson
Ironclad
Jira
Jira Service Management
PersistIQ
Pipedream
Qualtrics Employee Experience
Qualtrics XM Platform
Reddit
Segment
Slack
Snowflake
Zendesk
Zendesk Sell
Zoom Webinars
Claim Merlin CRM and update features and information
Claim Merlin CRM and update features and information
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