What is Assistive CRM?

Assistive is a field CRM that helps field teams and service team achieve their true potential. It offers unlimited configuration options to ensure it is the CRM solution that fits the business's needs, no matter its industry, region and use case.

Assistive is a Field-First CRM that helps sales teams achieve their best possible results through Intelligent Assists based on machine learning, peer analysis, context and location awareness.

It is a tool designed to improve efficiency while accelerating every aspect of the field sales process. It optimizes team performance by analysing data such as time spent, travel plans, task plans & connect with right customers at right time.

Assistive boasts users among over 30,000 users including Technology Companies, Healthcare, BFSI, FMCG & Construction companies among other industries.

Assistive Solutions

The vendor states Assistive offers three unique features.

Assists: Close more deals in less time, by providing customer, opportunity, time, location & context sensitive assists.

Field First: Plan trips and optimize sales activities to make sales pipelines more efficient, saving cost and time.

Infinitely Configurable: The CRM that provides unlimited configuration option that fit any use case and industry.

Categories & Use Cases

Media

Provides a 360 degree view of the sales funnel

Keep track of the day-to-day sales activity

Keep note of nearby customers and make most out of it

1 / 3

Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.7
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8.1
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 7.9

Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
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
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.6

Vaibhav Sharma

Account Manager in Finance and Accounting at Channelplay (1001-5000 employees employees)

Use Cases and Deployment Scope

Assistive CRM, in my opinion, is an amazing sales CRMs due to its intuitive UI and mobile app. Our company made the switch to Assistive from our in-house CRM and the results have surpassed our expectations. The elegant and straightforward UI/UX has allowed our sales team to close deals with ease. Additionally, Assistive provides affordable lead management and sales funnel tracking capabilities.

Pros

Lead Management
Advance Analytics
Workflow automations
Streamlining the sales funnel

Cons

Marketing
OCR
No improvement as such

Return on Investment

Assistive helped us automating multiple processes
Increasing the ROI
Increased Business productivity

Alternatives Considered

LeadSquared and Vymo

Usability

Assistive CRM