Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

NeerSoft CRM is a cloud-hosted customer relationship management system tailored for small businesses, agencies, consultants, and service providers. This tool aids teams in organizing their contacts, overseeing sales pipelines, tracking deals, scheduling follow-ups, monitoring renewals, assigning tasks, and producing business reports, all through a user-friendly interface. In contrast to complicated enterprise CRMs, NeerSoft CRM prioritizes ease of use, rapid onboarding, and enhanced productivity, allowing businesses to consolidate their customer data and replace inefficient spreadsheets with a single, centralized platform. Its design encourages collaboration and efficiency, making it a valuable asset for teams looking to streamline their operations.

Description

Upmind serves as a comprehensive business automation solution tailored for subscription and service-oriented enterprises, merging client management, invoicing, and service provisioning into a single, efficient, scalable, and highly customizable platform. Each customer record, transaction, and interaction is consolidated in one cohesive dashboard, featuring personalized fields, intelligent filters, and integrated workflows that streamline follow-ups and minimize manual intervention. Automated billing processes manage invoicing, renewals, reminders, and international tax calculations using custom templates, ensuring timely payment collection without the need to pursue clients actively. The service provisioning system activates as soon as an order is received, managing the activation, suspension, or renewal of services through robust integrations that align your billing with operational processes. With an API-first design, Upmind provides access to over 1,500 RESTful endpoints and webhooks, allowing developers to create tailored automations, design unique interfaces, or seamlessly integrate external applications. This flexibility empowers businesses to adapt their workflows to meet specific needs efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Brevo
ConnectReseller
Google Calendar
Hunter
Kit
Pabbly Connect
Zapier

Integrations

Brevo
ConnectReseller
Google Calendar
Hunter
Kit
Pabbly Connect
Zapier

Pricing Details

$15/month
Free Trial
Free Version

Pricing Details

$25 per month
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

NeerSoft Techonology

Founded

2024

Country

India

Website

app.neersoft.com

Vendor Details

Company Name

Upmind

Founded

2018

Country

United Kingdom

Website

upmind.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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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