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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
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