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Description
Merlin provides users with an unlimited number of company and contact records, and in addition to the typical fields found in CRM systems, it offers around 40 customizable fields for tailored data storage and reporting. To enhance user experience, Merlin features a smart, dynamic menu that anticipates and displays the most relevant options based on the current page, eliminating the need for excessive navigation. Furthermore, the platform's fully integrated design ensures that all activities are logged against the corresponding contact, preventing data duplication and maintaining a comprehensive historical record. The Customer Relationship Management (CRM) module empowers a proactive sales team by automatically filling their calendars with appointments for upcoming periods, whether that be the next month, week, day, or a specified date range. This functionality also extends to your Accounts and Purchasing departments, aiding them in tracking payments and deliveries effectively. By streamlining communication and record-keeping, Merlin enhances overall operational efficiency.
Description
Achieve optimal results through efficient and adaptable query-time sorting, allowing you to position specific records strategically for enhanced visibility or promotion. Enable users to discover pants when they search for trousers, and vice versa, by setting them as synonyms. Consolidate multiple users’ data within a single index and issue unique API keys to ensure that each user can only access their own information. Dynamically sort records by any field in your documents, such as price or popularity, eliminating the need for duplicate indices. Enhance result diversity by grouping similar items together, like combining all color variations of a shirt into one entry. Retrieve only those records that align with specified filters, and perform aggregate functions to compute counts, minimums, maximums, and averages across your records. Additionally, facilitate search and sorting capabilities within a specified distance from a particular latitude and longitude or within a defined polygon area. By following a few straightforward steps, you can build a robust and reliable production-grade search service that meets your needs. Ultimately, this approach ensures a seamless and efficient user experience, promoting greater satisfaction and engagement.
API Access
Has API
API Access
Has API
Integrations
Firebase
FormKiQ
Gatsby
IBM watsonx.data
Laravel Herd
Prepr
ToolJet
WordPress
Integrations
Firebase
FormKiQ
Gatsby
IBM watsonx.data
Laravel Herd
Prepr
ToolJet
WordPress
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Merlin Business Software
Founded
1974
Country
United Kingdom
Website
www.merlinbusinesssoftware.com/our-software/contact-management/
Vendor Details
Company Name
Typesense
Country
United States
Website
typesense.org
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