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Description
Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.
Description
Streamline your everyday business operations so you can concentrate on sales rather than data upkeep. Accelerate your business growth through smart collaboration tools and timely reminders. The Basic Online CRM effectively manages everything from initial marketing efforts to prospect engagement and customer relationships. Ensure you never overlook a call-back again with a tailored reminders feed accessible directly from your portal dashboard or CRM homepage. Instantly access contacts within the same organization and pinpoint individuals with purchasing authority, allowing you to focus on the most relevant targets. Our cloud-based CRM software is compatible with any device, ensuring you have constant access whether you're at the office, enjoying a coffee break, or relaxing at home. Moreover, Basic Online CRM offers the flexibility to incorporate additional features to enhance your online contact management experience. There’s no need to install a separate mobile or tablet application, as our online CRM seamlessly adjusts to fit your device, making it incredibly user-friendly. With this solution, you can transform how you manage your business interactions and improve your overall efficiency.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
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
Amphis Software
Founded
1993
Country
United Kingdom
Website
www.amphis-software.com/products.htm
Vendor Details
Company Name
Basic Business Systems
Founded
1979
Country
United Kingdom
Website
www.basiconline.net/saas-cloud-crm-x.html
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
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