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Description
Abacus's CRM software provides a centralized platform for managing all pertinent customer relationship data, ensuring that nothing critical is overlooked. This comprehensive information hub benefits both your staff and customers alike. By facilitating efficient relationship management, the software fosters trust and reliability. The integration with Abacus ERP allows all entered customer and address information to be utilized across other applications without the need for additional interfaces. This seamless functionality streamlines related work processes, significantly reducing input effort and conserving your valuable time. Each authorized individual or department can access the customizable Abacus CRM database, enhancing its usability. The CRM portal further simplifies the retrieval of customer data through features like full-text search, customizable selection lists, and filtering options. Additionally, stringent access and input rights help maintain high data quality, and division-level access protection can be implemented to enhance security. Overall, this system not only optimizes data management but also strengthens the overall efficiency of your operations.
Description
Access Abacus is a comprehensive software solution for financial management in social care, tailored for local governments and social care entities, which efficiently centralizes and automates essential financial operations linked to social care services. This platform offers intuitive workflows and detailed financial reporting, streamlines processes such as invoice handling, billing, provider payments, credit control, and debt management, and endorses paperless transactions along with real-time activity tracking, ensuring that teams have access to the latest information and can quickly adapt to any changes. Specifically crafted to integrate effortlessly with social care case management systems like Mosaic and corporate ledger applications, it fosters a unified financial case management environment, considerably diminishing the need for manual administration and allowing for significant cost reductions while enabling staff to concentrate more on direct care. Additionally, Abacus is equipped with tools that assist organizations in remaining proactive regarding legislative updates and compliance requirements, ensuring they are always aligned with current standards. This level of integration and automation not only enhances operational efficiency but also improves overall service delivery within the social care sector.
API Access
Has API
API Access
Has API
Integrations
Access Mosaic
CAQ.Net
CareLineLive
Google Maps
Microsoft Outlook
PayNuts
Integrations
Access Mosaic
CAQ.Net
CareLineLive
Google Maps
Microsoft Outlook
PayNuts
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Abacus
Country
Switzerland
Website
www.abacus.ch/en/products/administration-sales/crm/overview
Vendor Details
Company Name
The Access Group
Founded
1991
Country
United Kingdom
Website
www.theaccessgroup.com/en-gb/products/abacus/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
