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Average Ratings 0 Ratings

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ease
features
design
support

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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

iMitig8 Risk Global offers a user-friendly dashboard designed to assist Risk Engineers in conducting inspections efficiently. With our report notes feature, specialists can easily gather risk-related information, assess the probability and impact of risks, log time and expenses, upload images and videos connected to risk items, and access underwriting details with just one click. Each project receives a risk score through our custom algorithm, which integrates over 500 data points for accurate assessments. At the conclusion of every inspection or virtual meeting, stakeholders are presented with immediate risk scores and actionable recommendations for improvement. Coordinating appointments can often involve multiple stakeholders, making management challenging. Our appointment feature integrates flawlessly from the mobile app to the stakeholder portal, sending out notifications and reminders to all involved parties prior to meetings, thus streamlining the entire process and enhancing communication. This comprehensive approach ensures that all necessary information and updates are readily available to facilitate better decision-making.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

iMitig8 Global

Country

United States

Website

www.imitig8risk.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

Alternatives

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Merlin Business Intelligence

Merlin Business Software

Alternatives