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ease
features
design
support

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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

Your representatives and clients have the ability to manage tasks independently. Representatives can access client information, generate real-time reports, log leads, and perform various other functions. Meanwhile, clients can easily reprint invoices, monitor shipments, and place orders at their convenience. Our infrastructure is supported by Microsoft Azure and HostDime data centers, ensuring reliable service. We prioritize security with full SSL encryption, and our data centers hold PCI and SOC 2 Type 2 certifications. The information from your ERP system is automatically updated to the Crik-IT portal every 30 minutes for seamless integration. This enables users to access browser-based information, enter orders, and more from any desktop or mobile device at any time. We also utilize the Stripe credit card processing engine to facilitate secure payments for invoices and order submissions by your customers. Allow your B2B clients and representatives to handle data entry efficiently, as orders placed through Crik-IT can be directly integrated into your order management system without manual input. This streamlined process not only saves time but also enhances overall productivity.

Description

Send the questionnaire to clients and receive notifications upon submission. Gather images of rooms, measurements, budget constraints, style preferences, and additional information. Streamline your workflow by utilizing the DesignFiles clipper to find products online, saving yourself countless hours. You can easily incorporate items from your library into design boards, PDF presentations, tear sheets, invoices, and purchase orders with just a few clicks. All selected products are stored in your personal library, making them accessible for any project. This system eradicates the necessity for prolonged phone conversations or time-intensive meetings. Each design board comes with automatically generated detailed product lists. You can swiftly create branded tear sheets for any product in mere seconds. Purchase orders can be generated directly from invoices, and they can be downloaded as branded PDFs and sent straight to vendors. This efficient process not only saves time but also enhances organization and professionalism in your client interactions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

$29 per month
Free Trial
Free Version

Pricing Details

$35 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

Crik-IT

Country

United States

Website

www.crik-it-portal-for-quickbooks.com

Vendor Details

Company Name

DesignFiles

Founded

2016

Country

Canada

Website

designfiles.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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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