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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Get more responses, book more meetings, ensure that nothing slips through the cracks, and get more meetings. Fast-growing companies that care about customer service. Smart messaging can help you win more meetings, replies, and deals. Increase customer satisfaction and team engagement. Know exactly who opened your email and what content they viewed. Automate your work, increase sales performance and align your reps. From a bird's-eye view, analyze performance trends and improve process. You can open more doors and increase productivity by 10x without leaving your inbox.

Description

Establish comprehensive roles and permissions for each member of your team, ranging from account owners to sales representatives and accountants, ensuring that every individual has tailored access to the specific software functionalities they require while restricting access to unnecessary areas. Monitor all of your ongoing projects—be they new, active, or completed—through a user-friendly dashboard that provides an overview of your operations. With a real-time, comprehensive perspective of your account, you can ensure that no detail slips through the cracks. Personalize your proposals by incorporating your company’s branding elements, rearranging or omitting sections as needed, and embedding your logo and cover image to enhance the visual appeal of your quotes. Take advantage of our good, better, best feature to present clients with various product and pricing alternatives within a single proposal, allowing them to easily e-sign the option they prefer. Additionally, streamline the permit application process and engage with homeowners like never before by utilizing our innovative virtual site assessment tool, which enhances remote interactions. This robust suite of features is designed to optimize your workflow and improve client relationships significantly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

5X Yes 
AmazingHiring Yes 
Asana Yes 
Box Yes 
CodeKeep Yes 
Desktop.com Yes 
Dialpad Connect Yes 
Dropbox Yes 
Facebook Yes 
GitHub Yes 
Google Maps Yes 
Humanic Yes 
Hyperise Yes 
Personas Yes 
Salesforce Yes 
Shift Yes 
Slack Yes 
Stackreaction Yes 
X (Twitter) Yes 
Zoom Yes 

Integrations

5X No 
AmazingHiring No 
Asana No 
Box No 
CodeKeep No 
Desktop.com No 
Dialpad Connect No 
Dropbox No 
Facebook No 
GitHub No 
Google Maps No 
Humanic No 
Hyperise No 
Personas No 
Salesforce No 
Shift No 
Slack No 
Stackreaction No 
X (Twitter) No 
Zoom No 

Pricing Details

$9.00/month/user
3 different pricing tiers available
Free Trial Yes 
Free Version Yes 

Pricing Details

$229 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Mixmax

Founded

2015

Country

United States

Website

mixmax.com

Vendor Details

Company Name

Solargraf

Country

Canada

Website

www.solargraf.com

Product Features

Email Management

Data Recovery No 
Email Archiving No 
Email Deletion No 
Email Discovery No 
Email Monitoring Yes 
Email Recall No 
Queue Manager Yes 
Response Management Yes 
Routing Yes 
Shared Inboxes Yes 
Signature Management Yes 
Spam Blocker No 
Whitelisting / Blacklisting No 

Email Tracking

A/B Testing No 
Audience Segmentation Yes 
Campaign Management No 
Event-Based Notifications Yes 
Location Tracking Yes 
Team Management Yes 

Inside Sales

Auto-Dialing Yes 
Call List Management No 
Call Recording Yes 
Campaign Management No 
Dashboard No 
Data Management No 
Lead Capture No 
Lead Distribution No 
Lead Scoring No 
Performance Management No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps Yes 
Email Sequences No 
Email Tracking / Automation Yes 
Lead Management No 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing Yes 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Solar

2D/3D Drawing No 
Analytics / Reporting No 
Bill of Materials No 
CMMS No 
Estimating No 
Field Service Management No 
PV Animation No 
Permitting No 
Preventive Maintenance No 
Proposal Management No 
Solar Design No 
Solar Maintenance Management No 
Solar Monitoring No 
Solar Project Management No 
Solar Sales / CRM No 

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