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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

PegasusCRM is a comprehensive cloud-based customer relationship management solution tailored for the merchant services sector, designed to assist independent sales organizations, processors, and acquiring firms in effectively overseeing leads, merchant onboarding, support, residuals, and portfolio management within a single platform. Its capabilities include a sophisticated sales-funnel engine equipped with partner and agent portals, the convenience of digital signatures, and auto-filled merchant agreements that expedite the closing of deals; a boarding module that incorporates document management and task as well as meeting tracking to enhance the efficiency of merchant setup; daily operational communication and maintenance tools featuring VoIP and email integration, equipment tracking, and a ticketing system for support; in addition to a robust residual-reporting suite that facilitates the computation of payouts, bonuses, deductions, and multi-tiered commissions across multiple processors, all supported by informative dashboards and analytics that track performance and agent activities. Furthermore, this platform aims to streamline workflows and improve overall productivity for its users in the competitive landscape of merchant services.

Description

WinSIMS organizes installation and project documentation for clients across ten main categories, including Site Visit History, contract information, notes, and documents related to installed specification items, among others. It offers robust analytical and reporting tools, along with seamless integration with MS Office, enabling efficient execution of routine tasks like scheduling engineers, invoicing at set intervals, managing customer communications, and generating reports with ease. The platform features advanced diary management capabilities that facilitate the scheduling and oversight of engineers' tasks effectively. Additionally, WinSIMS can be connected with various accounting software, such as Sage Line 50, Line 100, and Pegasus Opera, ensuring a smooth workflow. Designed specifically for the 32-bit Windows environment, it employs ODBC-compliant data storage technology. Its close integration with MS Office enhances usability, while the extensive data analysis and reporting functions provide valuable insights. Furthermore, the system is highly customizable to align with the unique requirements of your business, making it a versatile tool in managing project installations. Such adaptability not only streamlines operations but also improves overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat
CSS
First Data
Gmail
HTML
Microsoft Exchange
Xinix
Yahoo! Mail

Integrations

Adobe Acrobat
CSS
First Data
Gmail
HTML
Microsoft Exchange
Xinix
Yahoo! Mail

Pricing Details

$895 per month
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

PegasusCRM

Founded

2000

Country

United States

Website

www.pegasuscrm.net

Vendor Details

Company Name

ACA Systems

Founded

1994

Country

United Kingdom

Website

www.acasystems.co.uk/products/

Product Features

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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