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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Our cloud-powered dashboards are meticulously crafted to give you peace of mind regarding the status of your revenue cycle. Abacus centralizes the tracking of production outcomes while providing individual summaries, ensuring that staff, managers, executives, and clients remain aligned. Each task is date stamped upon receipt and monitored like a package, allowing for comprehensive management oversight of all activities and personnel. Accessible via the web with IP restrictions, this singular platform offers a cohesive viewpoint across various billing applications. It enables detailed analysis of tasks, facilitating necessary adjustments as needed. This system liberates our managers from the burdens of assignments and reporting, allowing them to concentrate on effective oversight. Additionally, it quantifies work and productivity, enabling staffing adjustments to optimal levels. Responsibility is clearly defined for both tasks and follow-up items, eliminating any guesswork regarding daily objectives. The automated distribution of daily work ensures efficiency, while manual rerouting options are also available. Furthermore, the framework includes production and QA work queues, as well as AR comment templates to streamline processes. With these enhancements, teams can work more efficiently and effectively than ever before.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CAQ.Net
Google Maps
Microsoft Outlook
PayNuts

Integrations

CAQ.Net
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

Founders

Country

United States

Website

thinkfounders.com/abacus.php

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

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

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