Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Viewing every transaction through the lens of your customer enhances the overall experience, fostering greater loyalty towards your brand. By utilizing user-friendly CRM software, you can consolidate information from various departments, providing a comprehensive, real-time perspective of each customer. You can efficiently manage and bill projects with robust project management capabilities. Additionally, it allows for precise tracking of time allocated to tasks, enabling accurate billing for your clients. The software also supports collaborative efforts by allowing multiple staff members to be assigned to tasks while monitoring individual timers for accountability. Create professional and visually appealing invoices, attach relevant files, and send them directly to your clients for convenience. This platform streamlines subscription and audience management, automating crucial functions such as accounting and fulfillment. Moreover, it initiates the sales process by identifying potential leads and swiftly preparing sales forecasts, allowing you to close deals in a matter of minutes. Ultimately, this innovative approach helps you secure more business while ensuring faster payments, eliminating the frustration of protracted sales cycles. By prioritizing customer insights, your business sets itself up for long-term success and sustainability.
Description
Exact for Project Management provides an all-in-one solution that encompasses accounting, time tracking, project oversight, capacity planning, purchasing, and invoicing! This comprehensive approach enables you to meet customer demands while also maximizing profit margins. Are you in search of a user-friendly platform for time tracking and invoicing? Alternatively, do you need a more sophisticated system to monitor projects and financial performance across international operations? Exact presents a solution designed to support your growth objectives, ensuring that your projects are completed punctually, within budget constraints, and in compliance with all specifications. Additionally, it assists in maintaining healthy profit margins by minimizing wasted time. Recording time has never been simpler, as employees can easily log their hours on their smartphones, tablets, or laptops for each project. Moreover, the reporting features provide a transparent overview of project statuses and necessary actions, empowering you to ensure that projects align with customer expectations and deadlines while also allowing for proactive management adjustments.
API Access
Has API
No
API Access
Has API
No
Integrations
Bitrix24
No
ChannelEngine
No
Chift
No
Codeless Platforms BPA Platform
No
Data Virtuality
No
FinView
No
Gripp
No
HotelConnect
No
IFS Ultimo
No
Inventoro
No
Integrations
Bitrix24
Yes
ChannelEngine
Yes
Chift
Yes
Codeless Platforms BPA Platform
Yes
Data Virtuality
Yes
FinView
Yes
Gripp
Yes
HotelConnect
Yes
IFS Ultimo
Yes
Inventoro
Yes
Pricing Details
$5 per month
Free Trial
Yes
Free Version
No
Pricing Details
$225.00/month/user
Starting price $225.00/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Shoppias
Founded
2016
Country
Argentina
Website
www.easycrmsystem.com
Vendor Details
Company Name
Exact
Founded
1984
Country
Netherlands
Website
www.exact.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
Yes