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Description
Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.
Description
Oversee various aspects of your business, including customer relations, quotations, invoicing, and payment processing, while also exploring additional features. Enhance your operations by personalizing and automating your invoicing and accounting processes to drive growth. Effortlessly streamline your workflow with automated recurring invoices, as well as expense and income entries, all achievable with a simple click. Gain insights through tailored reports and dashboards that provide real-time data updates. Analyze sales trends across different months and prioritize tasks based on reliable data. Adapt the presentation of data to align with individual roles within the organization. Additionally, you can create and dispatch quotes or proposals directly to your clients, ensuring a smooth communication process. This comprehensive management system empowers you to make informed decisions and optimize your business operations effectively.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
£35 per user per month
Free Trial
Free Version
Pricing Details
$45 per month
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
Avaro Technologies Ltd.
Founded
2026
Country
United Kingdom
Website
www.avarotechnologies.com
Vendor Details
Company Name
CiuisCRM
Website
ciuiscrm.com
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
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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