CRM Switch

Overview

CRM Switch is a software company based in the United States, specializing in Customer Relationship Management (CRM) solutions. Founded in 2010, the company operates within the software industry and also engages in advertising and marketing, as well as management consulting services. CRM Switch's published document, titled "Example of Poor CRM Requirements Documentation," outlines essential features and specifications for a modern CRM system. Key functional requirements highlighted include a 360-degree customer view, AI-powered insights, advanced analytics, mobile accessibility, and cloud-based architecture. The document emphasizes the importance of real-time synchronization, automated workflows, and integration capabilities, alongside compliance with various security standards such as GDPR and HIPAA. Additionally, it details vendor requirements and proposal necessities for potential CRM system providers, indicating a structured approach to evaluating CRM solutions. With a small employee size of 1-10 and reported revenue of approximately $1.59 million, CRM Switch appears to focus on delivering tailored CRM solutions to meet diverse client needs.

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