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Description
A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.
Description
iDo Wedding and Event Professional Edition serves as a comprehensive wedding planning solution tailored for consultants and event organizers. It expands upon the capabilities of the iDo Wedding Couple Edition, allowing for the management of an unlimited number of weddings and events while effectively monitoring your business's financial health. Your clientele can range from individuals and couples to families, organizations, or businesses seeking assistance in crafting their memorable occasions. The software simplifies the process of organizing and accessing client contact details along with their current status—whether they have reached out for your services, are in the midst of planning, or have already completed their event. Additionally, you can document vital notes regarding your interactions with clients, ensuring that no detail is overlooked. When a client decides to engage your services, you can seamlessly add a contract to formalize the agreement. As many clients may host recurring events throughout the year, they have the option to establish multiple contracts with you, further enhancing your collaborative relationship. This flexibility allows you to build a robust portfolio while catering to diverse needs over time.
API Access
Has API
API Access
Has API
Integrations
Microsoft Word
Pricing Details
$29 per user month
Free Trial
Free Version
Pricing Details
$299.95 per license
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
Blue Square Apps
Country
Canada
Website
www.bluesquaretoolkit.com
Vendor Details
Company Name
Elm Software
Founded
2014
Website
idohq.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
Product Features
Event Management
Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties