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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The options on the market were not only expensive but also featured complexities that did not align with the organization's actual needs. Additionally, the implementation of the CRM typically required the assistance of an external consultant, making it even more challenging for users to navigate effectively. Essential features include the ability to highlight critical messages from both potential and existing clients, alongside a robust search function that allows for swift retrieval of previous communications. Calendar integration is crucial for providing a comprehensive overview of upcoming appointments and sales engagements. It is vital to access the most relevant data and insights necessary for performing your duties efficiently. Reporting should enhance understanding and not add confusion, as we strive to make sales metrics not only clear but also actionable and conducive to generating new ideas. With a quick glance, users can identify their last interactions with clients and ensure follow-ups are scheduled to maintain strong relationships. Furthermore, when a new team member comes on board to assume responsibility for an account, transferring all past communications and activities becomes a straightforward and smooth process, ensuring continuity and client satisfaction. Ensuring ease of use and clarity in communication tools is essential for fostering a productive work environment.

Description

Infissi360 serves as a cloud-driven management solution tailored for Italian businesses specializing in windows and doors. This platform seamlessly integrates lead management, customer databases, sales prospects, scheduling, quotes, pricing information, technical drawings, and essential job documentation into a unified workflow. Teams can efficiently monitor production processes, manage supplier orders, oversee inventory, coordinate installation tasks, and handle deliveries, while also taking care of invoicing, payment processing, due dates, expenses, and operational reporting for each project. The system supports customer engagement through historical records, communication logs, reminders, a customer portal, and defined team permissions, fostering collaboration among sales, technical, production, and installation departments. Designed specifically for window and door showrooms, resellers, installers, and manufacturers, this web-based service streamlines various aspects of business operations. Additionally, the capability for electronic invoice transmission and external integrations may necessitate tailored configuration and validation to meet individual customer needs. Overall, Infissi360 enhances operational efficiency and improves service delivery for its users.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Instagram No 
WhatsApp No 

Integrations

Instagram Yes 
WhatsApp Yes 

Pricing Details

$25 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

€59/month
The monthly plan is €59 per month. An annual plan is €649 per year, billed as 11 months for 12 months of access. A lifetime option costs €1,099 one time. A one-month free trial is available once per account and requires a payment card.
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Evolved Metrics

Founded

2015

Country

Canada

Website

evolvedmetrics.com/crm/

Vendor Details

Company Name

Infissi360

Country

Italy

Website

www.infissi360.com

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management No 
Scheduling No 
Time Management No 

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 

Home Builder

Accounting Management No 
Bid Management No 
CRM No 
Contract Management No 
Job Costing No 
Job Scheduling No 
Permit Management No 
Quotes / Estimates No 
Subcontractor Management No 
Supplier Management No 
Warranty / Service Management No 

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management No 
Scheduling No 
Time Management No 

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