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Description
CRMit is a comprehensive business management and CRM solution designed to simplify essential small business functions, encompassing everything from managing customer relationships and organizing tasks to handling invoicing and tracking time, all within one cohesive platform. By providing a holistic 360-degree view of customer data, it allows users to efficiently oversee contacts, monitor purchasing and supplier details, and keep thorough records of jobs and tasks along with associated time entries. Users can swiftly generate professional invoices, proforma invoices, and quotes, while also benefiting from contract management that includes recurring billing and a user-friendly sales opportunity pipeline. The system enables the logging, prioritization, and assignment of jobs and tasks to team members, complete with features for notes, attachments, and real-time updates on status. In addition, CRMit provides customizable dashboards and staff management tools that feature GPS tracking and leave calendars, along with a detailed management system for product catalogs, ensuring that businesses have everything they need to succeed. Overall, CRMit not only enhances operational efficiency but also fosters better collaboration among team members.
Description
Conecta Carga is a comprehensive cloud-based ERP and logistics management solution designed specifically for freight forwarders and cargo companies, allowing them to consolidate and optimize their essential operations through a single web interface. Users can efficiently upload and oversee supplier freight rates and templates, generate quotes, and manage CRM follow-ups and client communications, all while reducing repetitive tasks and eliminating the need for manual spreadsheets. This platform centralizes the management of shipments across air, sea, and land cargo, offering complete document management capabilities, which include handling House and Air Waybills, maintaining historical traceability, providing shipment status updates, and featuring an optional portal for customer tracking. Moreover, it supports diverse administrative workflows such as generating proforma invoices, tracking accounts receivable, processing purchase orders, monitoring bank account activities, and analyzing operational profits. Additionally, its integrated warehouse management capabilities ensure real-time inventory oversight, facilitate the processing of warehouse receipts and cargo releases, and enable online tracking, making it a vital tool for enhancing operational efficiency in the logistics sector. This all-in-one solution fosters a more organized approach to logistics management, empowering companies to focus on growth and customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
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
CRMit
Founded
2016
Country
United States
Website
crmit.app/
Vendor Details
Company Name
Conecta Carga
Founded
2017
Country
United States
Website
www.conectacarga.co
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
Freight
3PL
Barcoding / RFID
Billing & Invoicing
Customer Management
Customer Portal
Import / Export Management
International Forwarders
LTL Management
Local Forwarders
Rate Management
Shipment Tracking
Truckload Management
Warehouse Management
Waybills