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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
Journey is an innovative platform that aims to transform the home buying process by digitizing and enhancing post-sale tasks for homebuilders. Its design prioritizes ease of use, featuring straightforward navigation that ensures a pleasant experience for all participants. The platform encourages effective collaboration among project stakeholders across various devices, maintaining centralized and efficient communication. Among its standout features are tools for scheduling and managing meetings, tracking previous meeting histories, and allowing stakeholders to report issues through text, images, and annotations. Furthermore, Journey incorporates digital protocols to facilitate inspections, reducing the reliance on paper documentation and manual data entry. Users can easily share important documents, such as contracts or comprehensive FDVs, directly through the platform. With integrated analytics, the platform provides valuable insights into project performance and progress, empowering users to make informed decisions. Overall, Journey stands as a vital tool in modernizing the home buying journey for all involved parties.
API Access
Has API
API Access
Has API
Integrations
Microsoft SharePoint
SAP Cloud Platform
Salesforce Sales Cloud
Integrations
Microsoft SharePoint
SAP Cloud Platform
Salesforce Sales Cloud
Pricing Details
$25 per user per month
Free Trial
Free Version
Pricing Details
Free
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
Evolved Metrics
Founded
2015
Country
Canada
Website
evolvedmetrics.com/crm/
Vendor Details
Company Name
Journey
Country
Norway
Website
journeyapp.tech/
Product Features
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
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
Home Builder
Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management
Product Features
Home Builder
Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management