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Description
Starting in 2003, we have focused our efforts on creating an advanced platform that connects consumers with their financial institutions, including banks and creditors, facilitating communication across numerous subjects. By simply pressing a button, consumers have the ability to inquire about information, address concerns, or negotiate improved rates directly with their banks or creditors, streamlining the entire process. This innovative approach empowers users to take control of their financial interactions with ease and efficiency.
Description
Imagine being able to access your contacts seamlessly from any device at your convenience. Instantly find your clients by their profiles to make calls, send WhatsApp messages, emails, or SMS, visit their websites, or navigate using Google Maps, all from wherever you are, whenever you need to. This includes a variety of contacts such as clients, suppliers, sellers, creditors, debtors, employees, branches, shipping agencies, and banks.
Additionally, you can manage your appointments and meetings within a planner that offers monthly, weekly, daily, and agenda list views. For each event, you can record important details such as the title, description, color coding, participants, location, website, and attach relevant files. The platform also allows you to save links or codes for joining online meetings on platforms like Google Meet, Microsoft Teams, or Zoom, and offers a user-friendly drag-and-drop interface for event management.
Furthermore, you can organize and save important documents related to each contact, such as contracts, offers, and reports, ensuring that everything is easily accessible. Your data is securely stored in the cloud, allowing for instant availability whenever you need it. Finally, the multi-device feature ensures that you can access your information from any device, whether it be a computer, tablet, or smartphone, making it a truly versatile solution for all your contact management needs.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
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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
ConsumerDirect
Founded
2003
Country
United States
Website
www.consumerdirect.com
Vendor Details
Company Name
My Contacts Cloud
Founded
1994
Country
Spain
Website
mycontacts.cloud/
Product Features
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration