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Overloop

Best Customer Relationship Management Platform.

Overloop

Review 2021

Overloop

Review 2021

Founded by Ruggiero Vincenzo

WAM Rating - 4.8

Get Started for Free
Get Started for Free
Get Started for Free
Overloop Review_TheWebAppMarket

Overloop: Best customer relationship management platform in 2021

Content Menu
Introduction
What Users need to know About Overloop
Top Reasons to love Overloop
Pricing
Why Should Users Download Overloop?
How to use Overloop?
What makes Overloop better than its competitors?
Ratings by TheWebAppMarket
TheWebAppMarket Verdict
Join Overloop Community

Introduction

Customer Relationship Management is a vital resource for any business that hopes to thrive in the years to come. CRM systems are tools designed to improve company and client relationships.  By embracing the utilization of CRM programming, entrepreneurs can screen their associations with customers, customize their communications and gather valuable information.

In our present-day, CRM technology is set to reach a value of about $128.97 billion in the year 2028, which represents a compound annual growth rate of about 12.1% in the next 7 years.

According to fortune business insights, 2020 was the year the global market for CRM was valued at $52.64 billion. Due to the impact of Covid in that same year, the demand for CRM increased drastically, because companies needed a new way to maintain relations with clients digitally. It is anticipated that by 2028, the worth of CRM should be about $128.97 billion all over the world.

Small or Mid-sized businesses, freelancers, and their teams must adopt new and innovative ways to strengthen their relationship with clients whether in person or remotely and this is where Overloop comes into play.

Overloop is an online web application that caters to the needs of businesses by providing the necessary tools for handling their inbound and outbound conversations right from their CRM.

The process of managing a company’s sales pipeline to achieve its business goals requires a well-structured CRM process. Overloop offers specific features in a visual and fully customizable pipeline that ensures a business CRM process follows the right guidelines.

What Users need to know About Overloop

Overloop is a cloud-based customer relationship management platform (CRM) designed to help businesses start more conversations and close more deals. Conversations are vital for the growth of your business and using the proper tools to maintain customer relationships will determine how far your business will go.

The web application is suitable for small-sized businesses, mid-sized businesses, and freelancers. Some of its main features include outbound sales, deals & pipelines, web forms, workflows & automation, email finder, forecasting, alerts or notifications, etc.

In addition, Overloop utilizes knowledge-based, chat and email, and help desk to keep communication flow with clients. To provide training on the platform, Overloop adopts the use of documentation, live online videos, and pre-recorded videos aimed at helping users easily navigate the website.

Overloop Exclusive Products

Users can integrate Overloop with the tools they already use, some of which include: Slack, Zapier, Typeform, Todoist, Trello, Overloop Chrome Extension, and Mailchimp. The integrations help users focus on their job, not on the processes.

Finally, Overloop has designed professional services in their advanced plan that offers a full suite of user onboarding, technical setup, and consulting services.

Top Reasons to love Overloop

Overloop is an amazing CRM web application that assists organizations with creating income and investing less energy on dull undertakings by setting up coordinated work processes that utilize a basic visual interface.

Some of the main features of Overloop are:

  • Free and Easy Sign-up process
  • Reporting or Analytics feature
  • API
  • Email Marketing (Email Finder)
  • Data import and export
  • Reporting and Statistics
  • Alerts and notifications
  • Sales on Autopilot feature to spend more time engaging with prospects.
  • Automatic Enrollment allows you to include prospects into your workflows.
  • Conditions feature is available to create powerful workflows that help prospects navigate your CRM
  • Delays feature
  • Manual Reviews
Top Features of Overloop
  • Personalization variables to give clients the attention they deserve.
  • Action Blocks feature to organize deals, tasks, data updates, notifications, and notes.
  • Conversations feature to bring your mailbox to CRM, organize campaigns, track opens, clicks, etc.
  • Deals and Pipelines.
  • Contacts Management/ Customer database.
  • Productivity Feature to help you focus on tasks, calls, notes, timelines, etc.
  • Mobile Applications design was created to automatically adapt and perfectly fit the screen of your mobile device (Work is currently ongoing to create an IOS and Android version of Overloop).
  • Integration to incorporate Overloop with the tools you already use.

For more information regarding the features, please check the product information on the Overloop website.

Pricing

Overloop is free to download and grants access that never expires. The free download grants access to:

  • Unlimited users
  • Unlimited contacts
  • Unlimited workflows
  • Unlimited deals
  • Maximum 1 pipeline
  • Full Email Syncing
  • Google Chrome Extension
  • Imports / Exports
  • REST API
  • Integrations

However, Overloop also provides the option for users to upgrade to an advanced plan. The advanced plan costs €79 and €69 respectively, but when you pay annually, you save up to %20 off the monthly payment.

With the advanced feature everything is free plus:

  • Email Automation
  • Unlimited Pipelines
  • Email Tracking (Opens, Clicks, Replies)
  • Reporting and Insights
  • Custom Fields, Templates & Variables
  • Email Finder (250 credits/month/user)
Pricing of Overloop

The Email Finder credits feature gives every paying user 250 credits per month included in the price. Credits provided are used to find email addresses using Overloop’s Email Finder. If you are in need of more credits you can purchase additional credit packs that can be used by all your users.

Email Finder Credits of Overloop

Why Should Users Download Overloop?

Setting up the right mediums to communicate with potential and existing clients is vital for boosting business productivity.

Overloop is a playful and yet highly-efficient lead generation tool to help businesses structure workflow, improve their relationship with clients and make sales. The web application is visually appealing and easy to navigate.

As a completely responsive application, the design of the app can automatically adapt to perfectly fit the size of any smart device like a big screen, tablet, laptop, smartphone, etc.

By utilizing knowledge base, live chat, email, and help desk, businesses can maintain communication flow with clients.

Furthermore, companies can integrate Overloop with the tools they already use like Slack, Zapier, Typeform, Todoist, Trello, Overloop Chrome Extension, and Mailchimp. 

The integrations help users avoid distractions from opening different tabs or applications. Everything can be done on the Overloop platform.  

Overloop provides a free plan subscription to enjoy all the features it offers and allows you the option to upgrade to an advanced plan. The advanced plan is budget-friendly starting at €79 per month and 20% off the payment plan when you pay annually.

As part of its resources from the advanced plan, Overloop offers professional services to businesses. These services are designed to support you throughout your entire growth process whether you are new to the platform or need help growing your business.

Some of the services offered once you upgrade include user onboarding, technical setup, and consulting services.

One of the best things about Overloop is that even if you choose not to upgrade to the advanced version, you can still enjoy the many benefits the site has to offer. Your business and its team members can enjoy unlimited access to users, contacts, workflows, and deals. You can also enjoy full email syncing and integrations.

Please check the website for more details regarding the features that come with the free and advanced version of Overloop.

Overall, Overloop is an ideal Email Marketing Software that provides the right automation and email campaigns for improving the communication between businesses and clients.

How to use Overloop?

Overloop is a remote CRM platform that helps businesses and freelancers communicate effectively with clients and improve sales. The web application is easy to navigate, free to use, and provides the option to upgrade to an advanced version at an affordable price.

  • On the Overloop website, click FREE SIGN UP.
  • Fill the form provided on the page with your company name, full name, email address and create a secure password.
  • Ensure you accept Overloops terms and conditions to proceed with the signup process.
  • Provide a valid phone number to verify your identity and click SEND VERIFICATION CODE.
  • Confirm your account by clicking the link that will be sent to your email.
  • You can use emails and workflows to send emails directly to your contacts. From the settings under features and add-ons click on OUTBOUND. Select CONNECT AN EMAIL ADDRESS to connect a Google, office 365, or SMTP/MAP account to your Overloop CRM.
  • Create prospect-based workflows that will send emails by clicking the workflows icon on your account homepage. Click the + NEW WORKFLOW icon at the top right of your screen to add the workflows. Name your workflow in the space provided and click NEXT.
  • You will be asked if you would like to send emails from the workflow. Click YES and NEXT and proceed to configure your email settings by choosing a default sending address, the days you want to send emails, the times, and the timezone for sending those emails.
How to use Overloop - Step 1
  • When you click NEXT, choose how prospects will be enrolled into your workflow either manually, or automatically based on criteria or events.
  • Configure automatic enrollment of prospects by selecting an event and the type of company then click START BUILDING YOUR WORKFLOW.
  • From the settings icon at the bottom left of your screen, you can manage personal settings, account settings, conversation settings, and integration settings.
How to use Overloop - Step 2

What makes Overloop better than its competitors?

Compared to other email marketing software, Overloop provides the best tools for sales engagement with clients that improve customer relationship management. 

With Overloop you can get a return on investments faster and the advanced version is affordable. Sites like ZoomInfo tend to be slower with return on investment and cost more at $99 monthly.

Overloop also provides a Mobile Applications design created to automatically adapt and perfectly fit the screen of any mobile device. The developers of Overloop are also working to create an IOS and Android version of the application to make access to workflow easier no matter where you are.

Web Applications like Apollo.io and many others can only be accessed on a PC or Macbook and does not give its users flexibility to manage customer relationships on the go.

Overloop is easily accessible, easy to navigate, free to use, budget-friendly for the advanced version, and offers useful features to manage client databases and workflow.

Overloop User Reviews

Ratings by TheWebAppMarket

Design – 4.8 / 5
User Interface  – 4.8 / 5
Ui / UX – 4.8 / 5
Overall Performance – 4.8 / 5

TheWebAppMarket Verdict

Overloop is a real and highly professional CRM you can use with your team to manage all your sales activities and close more deals.

Whether you own a small or mid-sized business or you are a freelancer, Overloop provides the needed features and offers integrations with your existing tools to generate leads.

Delivering premium customer service that leads to sales and customer loyalty should be the ultimate plan for any business.

So if you have been searching for that CRM that is 100% free, easy to use, grants access to unlimited users, manages a vast amount of contacts, deals, and workflows, then choose Overloop.

DID YOU KNOW?

Did you know Fact about Overloop

Join Overloop Community

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Ruggiero Vincenzo_- Founder - Overloop
Ruggiero Vincenzo
Founder - Overloop

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