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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Developed using Microsoft technology, the Sapientech Software Suite Dynamic Content Management stands out as an exceptional tool for managing contacts and tracking interactions. Surpassing the functionalities of Microsoft Outlook, it offers users a versatile platform that can be tailored to their specific requirements without disrupting their existing business practices. The intuitive interface guarantees that even those with minimal computer skills can use the application proficiently. With the Sapientech Software Suite Dynamic Content Management, users can: - Centralize all contact information in one easily accessible database - Upload various types of files such as emails, documents, and images - Organize clients by last name or company name for efficient retrieval - Utilize the form editor to create custom forms and database fields - Operate without any need for programming knowledge - Benefit from automatic version control for all uploaded attachments - Generate, store, and manage notes and files associated with individual clients. This comprehensive solution not only enhances productivity but also streamlines communication and information management for businesses of all sizes.

Description

Everything begins with your very first client! Simply enter their name, phone number, email address, and other details, choose a profile picture if you wish, and click create! Our appointment management system allows you to effortlessly track all your appointments, both past and upcoming. You can check your daily appointments to see who you're meeting with and the purpose of their visit. You also have the option to attach notes, and we will automatically link the appointment to your client's profile. This platform serves as the central hub of tacrem. Client profiles enable you to access all previous appointments, projects, applications, and images related to each individual. You can upload new images for your clients, view the original application forms, schedule future appointments, or modify the status of an ongoing project! Additionally, our application system provides the flexibility to fully customize your application forms, allowing you to ask only the questions that are relevant to your needs. You have the choice to embed the application form directly on your website or simply share a link hosted by us in your Instagram bio to streamline the process! With these tools at your disposal, managing client interactions has never been easier.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29.99 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

Sapientech

Country

United States

Website

www.sapientech.com

Vendor Details

Company Name

Tacrem

Country

Canada

Website

www.tacrem.com

Product Features

Barcoding

Barcode Generation
Barcode Scanning
Custom Labels
Inventory Management
Label Templates
RFID
Receiving Labels
Serial Number Tracking
Shipping Labels

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

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