Average Ratings 0 Ratings
Average Ratings 14 Ratings
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
Veryfi software automates construction bookkeeping and allows for real-time field intelligence. Automate time and materials by digitizing and you can eliminate 90% of the time spent manually searching for records and trying to track them down.
Bookkeeping has been a monthly ritual in the past. Veryfi has seen exceptional businesses achieve financial success when they steer in real time, not at the end each month. Veryfi is a mobile-first, team-oriented bookkeeper. This makes it fast, reliable, and easy for teams to access information from the field (physical realm) and into a system record (digital realm) with minimal user intervention.
Veryfi is developing the next generation in construction bookkeeping automation software using pure tech and without any limitations to legacy technology or methods.
API Access
Has API
API Access
Has API
Integrations
Box
Dropbox
Evernote
Google Drive
Microsoft 365
Microsoft OneDrive
QuickBooks Online
QuickBooks Online Advanced
Rippling
Saasu
Integrations
Box
Dropbox
Evernote
Google Drive
Microsoft 365
Microsoft OneDrive
QuickBooks Online
QuickBooks Online Advanced
Rippling
Saasu
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
Veryfi
Founded
2017
Country
United States
Website
www.veryfi.com
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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Expense Report
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management