Average Ratings 0 Ratings
Average Ratings 0 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
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
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