Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.
Description
A comprehensive software solution designed to oversee, analyze, and expand your service-based business is essential. Gaining insight into your operations and assessing performance is crucial for making informed decisions that foster growth. The software allows users to forecast revenue and expenses for the next six months, track the value of ongoing projects, and manage invoice statuses. It provides detailed information about lead sources, the workload in your pipeline, and the number of contracts won within the current month. Users can easily monitor time spent on specific projects as well as time allocation per employee, while also distinguishing between billed and unbilled hours based on project, month, and team member. Additionally, it offers a clear overview of each project's current phase and its budget adherence, enabling early identification of potential issues. ROLL emphasizes enhancing business performance, equipping owners with essential data and insights that not only save time but also empower them to effectively scale their operations. With this tool, businesses can ensure they remain competitive and responsive to changing market demands.
API Access
Has API
No
API Access
Has API
No
Integrations
Xero
Yes
Docusign
Yes
Dropbox
Yes
Google Calendar
Yes
Mailchimp
Yes
Microsoft 365
Yes
Microsoft SharePoint
Yes
Wufoo
No
Zapier
No
Integrations
Xero
Yes
Docusign
No
Dropbox
No
Google Calendar
No
Mailchimp
No
Microsoft 365
No
Microsoft SharePoint
No
Wufoo
Yes
Zapier
Yes
Pricing Details
$20 per year
Free Trial
Yes
Free Version
No
Pricing Details
$14 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Qpod Solutions
Founded
2016
Country
Australia
Website
quiddityapp.com.au
Vendor Details
Company Name
ROLL
Founded
2014
Country
New Zealand
Website
www.rollhq.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
No
Product Features
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes