Obsidian CRM
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Obsidian CRM is a finance CRM tool that helps users manage contacts, notes, activities, and opportunities through an interactive dashboard.
Strengths
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Customizable
Allows for tailored workflows and fields
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Integrations
Seamlessly integrates with other tools such as Gmail and Slack
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Automation
Automates repetitive tasks and saves time
Weaknesses
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Pricing
Can be expensive for small businesses
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Learning Curve
May take time to learn and fully utilize all features
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Limited Mobile App
Mobile app is not as robust as desktop version
Opportunities
- Potential for adding more features to stay competitive
- Opportunity to offer more affordable plans for small businesses
- Potential to expand to more countries and languages
Threats
- Competitors offering similar features and pricing
- Decreased demand due to economic recession
- Potential for data breaches and loss of customer trust
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Obsidian CRM Plan
Obsidian CRM offers a tiered pricing model with three versions: Basic ($15/user/month), Pro ($30/user/month), and Enterprise ($50/user/month) with increasing features.
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
