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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

The 'My Work Scheduler' is an innovative cloud-based application crafted to streamline the organization and improvement of customer service tasks, featuring a variety of tools like a user-friendly drag and drop calendar, integration with Google Maps for location validation, the capability to set up recurring job orders, invoice generation, conversion of work orders into invoices, tracking of invoice payments, tailored reporting, as well as communication via text and email, alongside email marketing campaigns, and additional functionalities. Administrators have the ability to allocate work assignments to all personnel through the intuitive calendar interface, allowing for flexibility to reassign daily schedules among workers or to adjust an employee's workload in response to emergencies, vacations, appointments, or other unforeseen circumstances. Additionally, it offers the functionality to create customer work orders and effectively assign them to team members using the work scheduler calendar, ensuring a smooth operation. This level of organization aids in maintaining productivity and enhancing customer service experiences.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$9.98 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

CRMit

Founded

2016

Country

United States

Website

crmit.app/

Vendor Details

Company Name

Webcom Innovations

Founded

2015

Country

Canada

Website

myworkscheduler.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

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

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