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Average Ratings 0 Ratings

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ease
features
design
support

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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

Manage all your customers, appointments, invoices, payments, expenses, and reports seamlessly in one centralized platform. Begin your journey today with a complimentary 30-day trial. Squeegee is specifically engineered to streamline administrative tasks, significantly reducing the time spent on them. Users can effortlessly access the system on any mobile device, benefiting from real-time updates that allow administrators to monitor daily transactions effectively. Once schedules for recurring jobs are established, adjustments can be made as needed with ease. You can view the workload collectively or by individual worker, enabling efficient task management. Creating and sending invoices is incredibly straightforward with Squeegee, as they can be generated and dispatched in mere seconds. Additionally, you can schedule quote appointments and produce quick quotes on-site, which can be sent immediately for customer approval. Automatic payment methods can be arranged, and in-person transactions can be recorded without hassle, ensuring a smooth and efficient workflow throughout the entire process. This comprehensive approach not only enhances productivity but also improves customer satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

GoCardless
Kool Invoice
OneSignal
Stripe
Twilio

Integrations

GoCardless
Kool Invoice
OneSignal
Stripe
Twilio

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£19
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

NexDynamic

Founded

2013

Country

United Kingdom

Website

squeeg.ee

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

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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