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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.
Description
The job booking page now features integrated Google Maps, allowing for immediate distance and time calculations. You can create and manage quotes seamlessly, converting them into invoices once the job is completed. Staff schedules are easily managed through a simple drag-and-drop interface for jobs, allowing you to assign them to specific staff members and vehicles effortlessly. Clients can be contacted directly via email and messaging from the job page, with all communication conveniently logged for reference. A clear calendar view provides a visual representation of the day's jobs, detailing assignments for vehicles and team members. Moreover, all client communications related to jobs, including replies, are automatically synced to maintain an organized job log. You can capture detailed information necessary for completing the job, instantly calculate costs and time, gather payment details, and tentatively assign a vehicle for the scheduled date. Additionally, an integrated removalist calculator allows users to enter the number of articles for storage, automatically calculating the required cubic meters. This comprehensive setup ensures every aspect of job management is streamlined for efficiency and clarity.
API Access
Has API
API Access
Has API
Integrations
Kool Invoice
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$199 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
BTS Software
Country
United Kingdom
Website
btssoft.net
Vendor Details
Company Name
Moventum
Founded
2017
Country
Australia
Website
www.moventum.com.au
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
Moving
Billing & Invoicing
Claims Management
Customer Management
Dispatch Management
Employee Management
Fleet Management
International Moves
Interstate Moves
Job Management
LTL / Shared Truckload
Lead Management
Local Moves
Military / GSA Moves
Quotes / Estimates
Storage Management
Work Order Management