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Description
The revised sales presentation, the most recent marketing materials, and the essential sales proposal are all readily accessible in the document cloud for various teams, including marketing, sales, support, business partners, and clients, whether they are nearby or across the world. ShareMethods® offers a centralized and secure approach to document management and sharing that is available 24/7. By utilizing ShareMethods’ on-demand solutions, organizations can significantly reduce time, costs, and stress while simultaneously increasing revenue and profit. Gone are the days of dealing with cumbersome emails cluttered with attachments and navigating through overly complex and expensive software. ShareMethods provides an affordable and user-friendly platform that incorporates many features commonly found in enterprise-level products, but without the burdensome deployment process or high expenses. There exists a gap between intricate, costly document management systems and simpler collaboration tools that lack the necessary functionality, making ShareMethods a valuable solution in today’s business environment. This makes it an ideal choice for organizations seeking efficiency without sacrificing capability.
Description
You can either enter your contacts manually or import them from existing sources, allowing the CRM to automatically align fields, identify duplicates, and rectify incorrect information, which simplifies the onboarding process. Moreover, the platform offers the ability to standardize your sales approach through workflows, sales scripts, and email templates, while also providing visibility into your sales pipeline and forecasts, making it easy to distribute sales resources across your team. Additionally, you can send mass emails to as many as 5,000 recipients daily and up to 150,000 monthly, execute drip campaigns, and effortlessly track metrics like open rates, click-through rates, and bounce rates to evaluate how well your campaigns are performing. The system also allows for the organization of essential documents that can be used in various workflows or specific scenarios, including call scripts, HR documents, PDF contracts, marketing materials, Excel files, and PowerPoint presentations, while utilizing over 100 tagging codes to streamline document modifications and save time. This comprehensive approach not only enhances productivity but also ensures that all team members have easy access to the necessary resources for their tasks.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$15 per month
Free Trial
Free Version
Pricing Details
$59 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
ShareMethods
Founded
2003
Country
United States
Website
www.sharemethods.com
Vendor Details
Company Name
UGRU
Founded
2011
Country
United States
Website
ugru.com
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management