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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

PlanMan is a cloud-based project management tool tailored for architects and urban planners, offering a robust array of features aimed at optimizing administrative workflows and boosting efficiency. This software allows users to oversee an unlimited number of clients, projects, quotes, and invoices, all securely centralized in one location. With its integrated cloud storage, all project documents are easily accessible, eliminating reliance on traditional shared network drives. Each project includes a dedicated chat room for real-time communication, while client emails are conveniently organized within the respective projects for quick retrieval. Moreover, PlanMan provides a client portal that enables clients to access their inquiries, quotes, projects, documents, and invoices at any hour. Invoice payments can be processed online through seamless integrations with Stripe or GoCardless. The software also facilitates collaboration with co-consultants, the creation of quotes using project templates, and the generation of invoices for both clients and suppliers, ensuring a comprehensive management experience. Additionally, this platform simplifies the workflow for professionals in the field, making project oversight more efficient than ever before.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

FreshBooks
GoCardless
Kool Invoice
Stripe
Xero

Integrations

FreshBooks
GoCardless
Kool Invoice
Stripe
Xero

Pricing Details

No price information available.
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

BTS Software

Country

United Kingdom

Website

btssoft.net

Vendor Details

Company Name

PlanMan

Founded

2021

Country

United Kingdom

Website

www.planman.app/

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

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

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