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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

An all-encompassing order-to-cash solution. Many tasks within the order-to-cash workflow are still carried out manually, relying on spreadsheets and notes or switching between numerous screens, all to manage a single account. The Cforia.autonomy platform streamlines these manual processes and integrates data from the issuance of an invoice to the time payment is received, enabling accounts receivable teams to manage their daily tasks more effectively while maintaining complete visibility of each account at any moment. Accelerate your payment process by implementing tailored rules that automatically send payment reminders to clients and facilitate easy online payments. By minimizing customer interactions and enhancing service quality, you empower customers to effortlessly view, reprint, dispute, and pay their invoices through our secure online self-service portal, ultimately fostering a more efficient and user-friendly experience. This comprehensive approach not only optimizes internal workflows but also strengthens customer relationships through improved accessibility and communication.

Description

We simplify Sales, Quotation and Service by moving away from scattered spreadsheets to a single, centralized application. We help you save time and keep you informed. All information about the sales process is available in one place. Customers, Opportunities, Quotations and Orders, Invoices, Service Tasks and any other information you may need. We can help you improve your communication vertically and horizontally. We offer a platform for sales managers, service reps, estimators and finance to communicate about the sales process. CRM software for sales reps offers complete information and seamless transitions. Consolidating information in one tool can increase employee productivity and communication. All customer information can be tracked in one place without any compromise on data security or ease of use. You don't have to stop improving your sales process by using a traditional enterprise CRM.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
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

Cforia

Founded

2001

Country

United States

Website

cforia.com

Vendor Details

Company Name

P3Infotech Solutions

Founded

2016

Country

India

Website

www.orgzit.com

Product Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction 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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Alternatives

Alternatives

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