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Description
Design calendars and events that are universally accessible across all devices, ensuring that sales, fabrication, installation, and other relevant parties remain synchronized. Utilize a map view for effortless scheduling of events. Instantly calculate the square footage for projects and link job drawings to your estimates. Arrange layout pieces on a slab using images and transform drawings into detailed estimates. Send out professional quotes and invoices from the software, receiving notifications when emails are opened or if there are delivery issues. Develop estimate templates that allow for quick conversion of estimates into invoices. Monitor all slabs and remnants efficiently, and easily transfer financial data to your accounting software through intuitive summary reports. Automatically generate purchase orders from requests and reorder points, sending them directly to your suppliers. This comprehensive approach streamlines the entire process, fostering better communication and efficiency among teams.
Description
Kool CRM simplifies the management of your mailbox, allowing you to effortlessly view and send emails with just a few clicks. This functionality enables you to categorize your contacts into different groups and contexts according to your preferences. Administrators have the ability to add activities for the current day or the following day, as well as edit or mark activities as completed. With Kool CRM, managing events becomes a straightforward task; users can create, view, and delete events with minimal effort. Additionally, by analyzing historical data from previous campaigns, you can develop more effective sales strategies for the future. Kool CRM also streamlines the process of maintaining quotes; you can easily create new quotes and access all previous quotes from a dedicated section. The platform includes a payment section that allows for proper management of your transactions, where new payments can be created with relevant information. In the invoice section, generating invoices is a breeze, and you can view all invoices from this location as well, including the option to set up recurring invoices for ongoing billing needs. By utilizing these features, Kool CRM enhances your overall productivity and efficiency in managing various aspects of your business.
API Access
Has API
API Access
Has API
Integrations
Kool Invoice
Pricing Details
$495 per month
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
EasedEdge
Website
easededge.com
Vendor Details
Company Name
BTS Software
Country
United Kingdom
Website
btssoft.net
Product Features
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