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Description
We specialize in tailored solutions for Access and the entire Microsoft Office suite, ensuring that you can enhance efficiency while cutting costs through effective workflow automation. With decades of diverse experience in Access across various sectors, our expertise allows us to streamline your tasks, transforming hours of work into mere seconds with just a single button click. Our outstanding team has established a strong reputation for their ability to automate even the most intricate processes. We are committed to making your needs a reality, and if it is feasible, we will deliver. Furthermore, we prioritize data security, with our team having undergone rigorous security clearances and possessing extensive knowledge in high-level data governance practices. We treat your data and confidential information with the utmost care, as if it were our own valuable asset. Additionally, we are open to signing Non-Disclosure Agreements (NDAs) if you prefer an extra layer of confidentiality to safeguard your sensitive information. Our commitment to your success and security drives everything we do.
Description
xpdCrm is an integral component of a holistic professional services automation software solution designed to empower your organization in managing sales data effectively. This all-encompassing tool is a valuable addition to the xpdOffice suite of enterprise-level on-demand solutions, offering an intuitive interface that enables businesses to oversee opportunities and facilitate deal closures. With xpdCrm, you can dedicate more time to nurturing customer relationships rather than getting bogged down in administrative tasks. The software adapts to your specific lead and customer management styles, providing real-time analytics that help you evaluate your business performance and make informed choices. Employees require tools that streamline their workloads and enhance productivity, rather than create additional challenges; simplicity is key. Moreover, xpdCrm ensures that you have quick access to customer information, and since xpdOffice operates on a web-based platform, you can retrieve data from anywhere globally, including on your mobile device through xpdWireless. Additionally, xpdOffice seamlessly integrates with other widely-used applications such as Microsoft Word, further enhancing its functionality and user experience. This level of connectivity and ease of use makes xpdCrm an invaluable asset for any organization looking to optimize its sales processes.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Microsoft Project
Microsoft Word
Wufoo
Zapier
xpdOffice
Integrations
Microsoft Excel
Microsoft Project
Microsoft Word
Wufoo
Zapier
xpdOffice
Pricing Details
$100 per hour
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
Automational
Founded
2010
Country
United States
Website
automational.com
Vendor Details
Company Name
xpdoffice
Country
United States
Website
xpdoffice.com/crm/
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