Contact Management
Keep track of people and company names in a shared address book. Tag and group contacts, easily import contact lists, and set privacy permissions to separate personal from business.
"Bantam's Social UI Takes The Friction Out Of Collaborative CRM"
Profile Management
In a profile page for a contact, you can keep track of conversations, store notes and files, and assign tasks and schedule events for the individual people and companies you track. Integrated social network feeds import relevant content for a contact.
Mobile Access
Stay connected with sales and biz-dev and view your team’s activity stream, post updates and comments, and access your contacts, tasks, events, deals, projects, etc.
Deal / Opportunity Management
Create 'Deals' (also known as 'Opportunities') and track leads, proposals, and your wins and losses to manage your business. Input deal amounts, win/loss status, and deal estimates to keep track of revenue goals.
Pipeline Management
Sort and filter your deal opportunities in Bantam Live to get a better view of what's occuring in your sales pipeline by sales person, deal category, stage, amount, etc.
Analytics for Sales Revenue and Deal Flow
Visually analyze your deal flow and sales performance with filterable charts to better understand your team's sales progress and forecasts.
Social CRM: Search
Find prospects and partners on social networks like Twitter based on keyword searches from within Bantam Live. Save repeated search terms and create new contacts/profiles within Bantam Live on the fly.
Social CRM: Engagement
Engage new leads and partners on Twitter with replies, while simultaneously recording this communication and importing their profiles and relevant tweets. All activity is stored in an instantly created contact record and displayed in the stream on the Bantam Live dashboard.
Social CRM: Workflow Collaboration
After searching, engaging, creating a profile with a prospect or partner via social networks integration, a user can start a collaborative workflow, such as assigning a task, within his or her team to get business done.
Social CRM: Team Discussions
Communication and productivity software are fused in Bantam Live. Users can comment just to their team about conversations taking place out on the web. At the same time, new contact profiles can be instantly imported into Bantam Live.
Social Network Feeds
Integrate your contacts' social network updates within the profiles maintained in Bantam Live. See what your people are saying and respond from Bantam Live, save relevant tweets, and start CRM workflow actions within your group.
Email Dropbox
Forward or Bcc your emails associated with contacts in Bantam Live and automatically add the email to a contact record.
Real-time CRM Activity Stream
See CRM activity (new contacts, added notes, updated deals, assigned tasks, scheduled events) in the real-time stream on the dashboard to stay abreast of what’s happening and interact with co-workers.
Calendar Sharing
Create events related to your CRM actions in a shared calendar and invite your co-workers. iCal integration allows you to publish to other calendars.
User Profiles
Know your colleagues better with uploaded headshot images and profile pages for users to share work activity such as status updates, new deals, tasks, calendar, etc.
Permission-based Controls
Set 'visible to' privacy settings to allow or not allow access to contacts, tasks, events, deals, and projects in the system.
Settings & Administrative controls
Determine who can invite more users, create workgroups, delete content, and suspend users.
Import
Easily import and tag your contacts from an Excel or CSV file into Bantam Live. You can also set access permissions for the imported list of contacts.
Export
With the click of a button, you can export all your contacts, deals, projects, tasks, events, and emails attached to contacts.