Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
AbacusFlex is an all-encompassing, secure, and expertly-managed IT platform that allows you to operate your technology as a service seamlessly. Offered as a subscription model with monthly billing, it features rapid and adaptable deployment tailored to adhere to financial services regulations, enabling you to concentrate on your business rather than the complexities of technology.
With a dedicated team of certified security experts and disaster recovery specialists, along with a comprehensive suite of compliance tools readily available, the Abacus cloud platform is meticulously designed to satisfy the requirements of both regulators and investors alike. Our state-of-the-art continuous security measures guarantee that your IT systems are vigilantly monitored and safeguarded around the clock against potential cyber threats, providing you with peace of mind in an increasingly digital landscape. Additionally, this robust infrastructure allows you to scale your operations effortlessly as your business evolves.
API Access
Has API
API Access
Has API
Integrations
CAQ.Net
GeoDB
Google Maps
Microsoft Outlook
Microsoft PowerPoint
PayNuts
Staffcloud
Integrations
CAQ.Net
GeoDB
Google Maps
Microsoft Outlook
Microsoft PowerPoint
PayNuts
Staffcloud
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
Abacus Group
Founded
1984
Country
United States
Website
www.abacusgroupllc.com/abacusflex
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
Cloud PBX
Call Recording
Call Routing
IVR / Voice Recognition
Ring Groups
SIP Trunking
Virtual Extensions
Web Conferencing
IT Management
Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring