Alternatives to BizPlus CRM

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

ONLYOFFICE Docs is a secure online office suite that you get a vast range of collaborative features. Co-edit documents, spreadsheets, presentations, fillable forms and PDF files with your team in real-time: two co-editing modes (real-time and paragraph-locking), commenting, built-in chat, tracking changes, version history, document comparison. It can be integrated with existing platforms or used as a built-in component. ONLYOFFICE Workspace lets you deploy a web office on your own server. It comprises ONLYOFFICE Docs and comprehensive business tools: Mail, CRM, document and project management, calendar, chat, blogs, forums, polls, etc. Community Edition is the best choice for teams with up to 20 users, available free of charge. Enterprise Edition is for bigger businesses that need enhanced security options and professional support. ONLYOFFICE cloud service is a cost-efficient business solution with online editors and a collaboration platform, accessible from anywhere and from any device.

aACE is a powerful business management software with over 20 years of development built-in. Designed for small-to-midsized businesses to efficiently manage their operations in one comprehensive solution, we’ve worked closely with our customers to refine the features that are the most important to daily users. aACE includes comprehensive tools for sales, operations, and accounting, offering deep visibility into your organization. The robust user permissions allow you to manage which data any of your employees can access. Consequently, customers have told us that aACE reduces the amount of time they've spent looking for information or on inter-office communication by as much as fifty percent (50%). aACE is available either as an on-premise solution or a cloud-based business management software. aACE also offers affordable customization in order to fit each company's special workflows, supporting what sets you apart from your competitors. Looking to automate more of your business processes? aACE provides extensive automation capabilities to improve CRM, accounting, and operational efficiencies, eliminating duplication and, in most cases, the need for additional labor to accomplish your company's performance goals.

MobileBridge helps you identify the right time and location to interact with your customers. This allows you to optimize their engagement. We know that everyone has a different "right time", so we optimize customer engagements using a variety of data, both online and offline. This allows you to build lasting relationships with customers and enrich their customer experience. This will result in a better integration between the offline and online worlds for you, as a marketer. Targeting in realtime is easier when you know where your customers are. With our proximity marketing, you can communicate with customers based on their current location at any time. MobileBridge facilitates genuine two-way communication between you and customers. This is possible through compelling content, delivered with the right message, and interaction that rewards customers.

Tidio is a live chat platform that allows you to communicate easily with customers, even with chatbots. It was specifically designed for use on many online communities. After installing the plugin, you can start to reap the benefits of our service. You can get a free plan! One solution can delight customers and drive sales. Half of online customers prefer live chat to other communication channels. Without coding, connect Tidio to all platforms and websites using dedicated plugins. The Tidio live chat widget adapts to the screen of your customers so that they can communicate with you via mobile or tablet. You can customize the color and placement of our live chat widget to match your website's aesthetics. The widget's mobile version allows you to adjust the position of the live chat button.

HarrisData offers three CRM modules. CustomerFirst®, which provides support, help desk, and quality tracking functions, allows each department to keep customer information and view it within the context of their specific function. The solution manages the flow and resolution of work within the organization, from the moment a request is made or an issue is raised to the end. SalesFirst®, designed to assist companies in managing their prospects, customers, and sales teams. SalesFirst®, a valuable tool for salespeople, captures all historical data and critical information about prospects. To help determine the best sales strategy, you can compile and track competitive information. WebFirst®, where customers can access, update, and create support incidents online 24 hours a day, 7 days a week. This extension to our CRM solutions will allow you to download the latest software updates online whenever you need them.

The Internet has made data more mobile than ever before. The business world is becoming more global, and the requirements for employee mobility have changed. Anybody who chooses a CRM system that is not mobile-friendly today is limiting opportunities. Wice CRM is mobile-friendly by design. Access your entire CRM system from anywhere and anytime via an Internet connection. All you need to access your entire CRM system from a laptop or a PC is a web browser. Mobile access is especially important for field staff. It can be done with a smartphone or tablet PC (iOS and Android). Anyone with access authorization can use their device to quickly and easily access addresses and appointments. You can dial directly from the address book to dial your phone number. The Wice app, which has smart functions, is free for iPhone users.

Online business can help you maximize your potential. Our fast workflow will allow you to benefit from our ability to maintain your computers and software, keeping your data safe and backing up every night. SalesSystemCRM gives you access to all of your sales opportunities, contacts and documents from anywhere you have internet access. You don't need to install any software; all you need is an internet connection and the current web browser. SalesSystemCRM allows you and your staff to process your sales as efficiently and quickly as possible, allowing you maintain excellent customer relationships. SalesSystemCRM's Contact Management allows for easy tracking of all your customers' accounts as well as sales activities. The extensive Contacts search allows you to target exactly who you are looking for, when you need it.

SalesOptima is a great choice for any business or individual who doesn't require a complete CRM software program. Our web-based, fully integrated contact manager includes all the tools needed to manage a small business. Your homepage will provide easy access to all your contact information, so you can seamlessly manage your contacts and interact with them. It can be accessed from any computer or mobile device so you won't be left behind without the essential business information. Our Sales Optimization tools will allow you to do more work in a shorter time. SalesOptima allows you to create multiple web forms, collect data from your website, launch sales and workflow automation campaigns, among other things. You will have complete control over the time between workflow events so you can create and maintain custom sales, marketing, and customer service processes.

Peppercan was born from necessity. We needed a system that could manage our business and replace the cumbersome mix of Words, Excel, and Outlook. A powerful web-based business application that helps owners and managers run their operations more smoothly and effectively.PEPPERCAN - the CRM that automates and frees up your team to build your business. It automates your sales, E-marketing campaigns, and your quoting process. It helps you manage your finances and time, and brings your projects to life. Peppercan is easy to set up. You only need to complete a questionnaire in order for most of the application to be configured. This allows you to quickly and easily get started. All data is stored on the cloud servers and mirrored in another location to ensure redundancy. An additional encrypted backup online is also available. This allows you to access your data with complete security and safety.

Abacus CRM software allows you to view all customer information from one place, so no important information is lost. This information platform is beneficial for both your employees and customers. The CRM software facilitates reliable relationship management and builds trust. Because of seamless integration with the Abacus ERP, all customer and address data can be used in the CRM without the need for interfaces from other Abacus applications. All associated work processes are completed quickly and efficiently, which saves you valuable time. Access to the Abacus CRM database can be accessed by all authorized personnel or divisions. The CRM portal allows customers to search for customer data using full-text search, individual selections lists and filter options. Access and input rights ensure high data quality. Access protection can also be activated at division level.

Get as many leads as you need with our services. You can find B2B leads, local leads, LinkedIn Emails Extract, Boat Chat Services for your website, CRM to manage all lead, send emails to all leads and export using First and Last names. This will help you grow your business quickly. Enjoy a cup of coffee as you look over the amazingness of our portal. Here you will find fuel for your business. You know that customers are the key to a successful business. We have a lot of leads and +15M business contacts across the globe. Start looking for contacts that suit your needs. We have provided many ways to make it easy for you.

Team up is a CRM social platform that offers user-friendly functionalities to manage clients'/customers information, documents, tasks, and meetings. It also has a super-fast search engine which allows users to access information in a matter of seconds. Reports & BI tools are available to monitor and analyse your business. Associate important emails with relevant customers/clients, and view all emails relating to one client/customer in one click. Attach and categorize relevant documents with customers/clients. View all documents related to a customer/client in a single click. Check-in and check out to record a versioning history of documents.

CAMS is a web-based, comprehensive auto, RV, and farm dealer management system. CAMS is affordable and cost-effective. It allows dealerships to host and customize their websites. It also allows users to access their data from any device and any browser. CAMS includes VIN Decoder (CRM), full FI package and VIN Decoder as well as VIN Decoder. Buy Here Pay Here, Sales calendar, and QuickBooks integration. Key modules include service and parts and payments schedule, cars/rv rentals module, reports and many more.

Every experience should be tested and optimized. Adobe gives you the entire optimization engine, including AI-powered testing, personalization and automation at scale. This allows you to find the individual in every haystack. Then, delight them. The best experiences are always personal. To give the best experience on every channel, use our unified, progressive profile. It's not possible to run isolated tests in silos. Instead, test everything via every channel. Modern optimization is dependent on AI. With just one click, you can test and personalize every visitor using artificial intelligence. You need exceptional tools to create exceptional customer experiences.

The flexible Collaboration Suite is designed to help you create efficient teams. SmartShare provides all the information you need about what's happening in one central system. The famous Company Overview feature displays all information about a customer on one screen. It includes ongoing projects, contracts, offers, and other details. SmartShare creates structure in the way people work together and share information. The centralization of information in the shared environment makes it easier to collaborate between teams and colleagues. Customers report a time saving of approximately 1 hour per employee. A sophisticated integrated access rights management system ensures that information is only available to those with sufficient access rights. Access rights can be managed at multiple levels: individual, team and binder. Projects, documents, and so on. Emails can be managed in a shared environment which results in a significant productivity boost and efficient collaboration.

Companies know that optimizing customer experience is crucial to their brand's success and customer loyalty. The art of monitoring customer experience has become more complex. Companies need a sophisticated platform that can manage large amounts of customer and survey data, as well as the technical integration, people, and processes that make it all happen. The eTouchPoint platform is used by our clients to provide powerful insights that improve customer experience. eTouchPoint provides CX professionals with a comprehensive platform to connect with customers, engage employees, and manage the complex CX ecosystem. It combines dashboard and employee-specific reporting with text analytics and closed loop alerting with the industry's most powerful data collection platform. Unlimited support for multichannel survey initiatives including call center, field service, retail, employee, and online channels.

Stream Interactive is a well-known web-based software developer based in Auckland, New Zealand. We specialize in the development and maintenance of association management software. We have extensive experience in developing web-based software solutions that will help companies do business online. Our web-based association management software - AMS - will help you improve your efficiency. Software to manage organizations. All aspects of managing your professional association can be combined in one website solution. This will save you time and help you save time. Our membership management system can be customized to meet your needs. Automate membership renewals. With a simple wizard tool, new and existing members can sign up online. Online payments can be accepted, automated fees calculation, invoices and statements sent, and time can be saved for other tasks. Communicate, inform, and engage. Use online dashboards and login pages to deliver information, news, or other online resources directly to your members.

Salentica offers a wide range of features, and the ability to add many more. We have automated the repetitive, explored analytics and integrated the best tools to create the most powerful web-based financial CRM. Salentica improves activations, creates better campaigns, and optimizes outreach. You can achieve more targeted targeting, better segmentation and discover personalized content opportunities. It can be difficult to know if you're saying the right thing to the right client. It's now possible to answer their questions more accurately and in a more informed manner. Your CRM can automate your workflow. Reduce errors and allow your employees to concentrate on the work that only humans can do.

You can automate and manage all aspects of your business, including sales, marketing, and services, from one CRM software platform. You can protect your customer's confidential information. With Quiddity's mobile app, you can give required information to customers wherever you are. You can access multiple entities from your phone using a CRM software. To keep track of how long your employees spend on completing a task, use the Quiddity timesheet. You can also keep track of the time taken by employees. Quiddity provides visibility into all business processes and reports. You can gain valuable insights about your marketing campaigns, time spent completing tasks, status of leads, number of invoices generated, etc. You don't need any technical knowledge to deploy Quiddity CRM software in your business. The user articles and information are easy to follow and understand.

A digital platform that simplifies, streamlines, and is fully compliant with the law, empowers Pharma Sales & Medical Affairs. Accelerate sales by delivering the right information to the right people on the right platforms with full visibility into prospect interactions. From the ground up, compliance was simplified. We are compatible with Veeva Vault and Veeva CRM. Our data-driven tools provide valuable insight into content performance. Seamless onboarding makes it easier to focus on sales and engage with prospects. We understand how important compliance is for your business. MobileLocker makes compliance easier than ever. MobileLocker makes it easy for your team to access the latest version of any asset they upload, regardless of whether they are on a mobile device or desktop. You can easily set expiration dates, distribution and other details for all your content.

platform provides a digital core which supports smart automation, innovation and transformation. Modules such as client records, messaging and deal management, payments and accounting, allow you to manage important business processes. Cloud hosted, open-source agile architecture allows you to deliver efficient operations. platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core is a fully integrated front-to back infrastructure that allows financial services to be delivered. Your business will be able to adapt and scale without sacrificing reliability thanks to cutting-edge technology. Financial Services are changing rapidly. From client requirements to market forces and technology, the speed and scale for change is immense. Providers that rely on legacy systems are in danger of losing their competitive edge, while those who are digitally-advanced gain a competitive edge by providing long-term and immediate benefits.

Introducing the Smart Business Card by Leapon, a cutting-edge solution designed to transform the way you network. Seamlessly connecting professionals, it merges innovative technology with personalized features to enhance every interaction. At its core, the Smart Business Card simplifies connectivity. Gone are the days of fumbling for contact details. With a simple tap, recipients can effortlessly access your information. Alternatively, share details via QR code for instant access, or send them directly through email or SMS, ensuring connectivity is both immediate and effortless. But it doesn't stop there. Elevate your professional presence with a Personal Landing Page. This customizable platform showcases your contact information, social media links, and even integrates customer reviews, allowing you to make a memorable impression. Share your vision and mission, adding a personal touch that resonates with potential connections. Forget about tedious data entry with Lead Generation Integration. Seamlessly integrate new contacts into your CRM system, automating processes and allowing you to focus on building valuable relationships. With streamlined contact management and email automation, nurturing connections has never been

Sanity OS specializes in all aspects of the digital ecosystem, including custom software development, infrastructure and security. We create scalable, easy-to-maintenance, bespoke solutions that can be used on any device. We are skilled in the design, building, maintaining, and securing of cloud servers. You need it today? We have a variety of pre-built solutions that are easily customized and white labeled. We provide high-level support and advice for software development and infrastructure. We love solving problems. It's this obsession that led us to develop our own SaaS software products, which are used every day by thousands. The AI behind CRM enriches data and improves the productivity of thousands of users every day. Email marketing software that does not require users to signup for or pay subscriptions. A quote tool that allows users to upload images or plot items from their inventory onto a map.

Create and monitor your work tickets & aftersales with full visibility of the process for all customers. Monitor your customer's aftersales tickets and mobilize your team while providing them all the information they need. Reduce the time you spend managing your engineers by empowering them to manage their own jobs on-site, whether online or off. You can track the customer journey, from lead to invoice, and have full control of every step. Reach out to your customers whenever they need you, in real time. All while receiving actionable and reporting data. Reach your customers during critical moments using customizable triggers, while gaining insights on the best times and methods to reach them. With a detailed data breakdown or top-level view, you can make quick and effective business decisions.

IRSLogics is the oldest and most trusted professional tax resolution software. We have been in business for over a decade and use our knowledge to improve our products and services based upon the needs and reviews of our customers. Logics places customer service first. We have a dedicated support team that will listen to your concerns and resolve your queries at no cost to ensure you receive uninterrupted service. IRSLogics is entirely web-based and doesn't require any setup. Logging in is easy from any device, from any place. Only one requirement is an internet connection. Call 312-957-8979

You can customize the system to meet your needs and match your business processes. You can automate your business processes with Workflows and System Jobs. This will bring you huge efficiencies and returns on your investment. It will also ensure that your processes are adhered to. Connect with customers and monitor competitors easily. You can search and associate records, like, tweet, follow, post, and post all from one platform. UK-based, managed by us at a high technological level. Your data is mirrored in real time across multiple locations. Apis CRM can help you grow your business. Get started free. You can access your data in real-time from anywhere. Available for FREE in the App Store and Google Play

CustomerMeister is a web-based CRM software that can be used for sales and marketing. It is suitable for small and medium-sized businesses as well as large companies. The online CRM software allows you to manage your business processes efficiently and provide optimal customer support through a central database. You can access all functions via the web-based CRM system, regardless of where you are located. This allows for increased productivity, better workflow, quicker response times to important inquiries, and appointments. A new level of customer relationship management!

Smarty, a software company based out of London, was founded in 2013 and officially launched on June 2016. Smarty software was created with entrepreneurs in mind. Smarty Deadline features ensure that you never miss a deadline. Designed with accountants and bookkeepers in mind, it allows you to track key deadlines for clients such as payroll, PAYE payments, CIS returns, etc. Smarty combines all the software into one online program, allowing businesses to save money and train new employees on different systems.

Would you like to be able to access your contacts on any device? You can quickly locate your clients by using their profile. You can call them, send a WhatsApp message, email, or SMS, open their website, or use Google Maps to find them. Anywhere, anytime. Clients and... Suppliers Sellers Creditors Debtors Employees Branches Shipping companies Banks Organize your meetings and appointments in a planner that offers monthly, weekly, and daily views. Register the title, description and color for each event. Also, include participants, location, web addresses, attached files, and the date. Save the code or the link to join an online meeting (Google Meet or Microsoft Teams or Zoom). Drag and drop events are easy. Very intuitive. Document management: Save all documents related to each contact, such as contracts, offers and reports. Cloud: All your data is stored in the cloud and available at any time. Multi-device access: Access your account from any device (computer, tablet or smartphone).

Mobile and responsive design allow for scalability. JomDirectory's responsive design capabilities allow your website to adapt to different screen sizes. Your website design can also easily translate to a mobile platform from its desktop version. Bootstrap 4 layouts are available. You can easily edit layouts to suit your needs. Bootstrap 4 is a modular, lightweight front-end framework. You can choose the layout you prefer, regardless of whether you are creating a Product Catalog or Business Directory. JomDirectory allows you to customize and create your own layouts. Google maps allows you to search within the desired distance (between 10 - 200 miles/km), from your origin address, city or postal code. Need to get there quickly? Instead, use the My Location button to find your origin address. JomDirectory script supports Joomla Smart Search in addition to the regular search features offered by every Joomla directory extension. Search results are available at lightning speed.

Small businesses can now offer customer relationship management on a large scale with CAS PIA. It's easy to get started with CAS PIA. The online CRM software is simple to set up, operate intuitively, and use all the CRM functions, from appointment management and contact management, to analyzing your opportunities. Access to customer data is easy with any internet-capable device. This saves you money on hardware, updates, and maintenance. All your appointments, tasks, documents, and addresses can be managed in one place for your entire team. The solution is online so you don't have to invest in hardware, updates, or maintenance. It is infinitely flexible, allowing you to access your CRM system anywhere, regardless of where you are located. Secure data storage and state-of-the art Web technology are key features. Satisfied customers can be a company’s most valuable asset, regardless of whether they are a global player or a medium-sized business or freelancer.

That's right! Friday CRM is not a trial. It's 100% free and there is no time limit. Would you like CRM for free? It's possible! A CRM software that is affordable and offers alternatives to traditional customer relations management. This cloud-based CRM software is the best for B2B and C2C sales. This CRM is the next generation and ideal for marketing automation and lead management. This CRM is superior to other free CRMs in the service industry. There is no licensing fee and you can download a demo. It's ready to be used online right now! Are you looking for an affordable, yet powerful CRM? The cloud is now the best place to find the most popular CRM. What is the price? It's free. This is the best web-based automation system. The ready-to-use online tools are available to every small business, regardless of whether they are in the manufacturing or service sectors. This CRM was voted the easiest and most effective for lead and sales management in a list of ten top CRMs. No download required.

Juris Access, a marketplace and P2P platform outside of the box, serves as a flexible customer on-boarding platform. Juris Access facilitates digital transformation for banks. Customers can apply for loans anywhere, anytime. Although some financial institutions have digital channels such as online loan applications, they are still semi-automated because they require people to follow up and so, the process is still manual. Because of the changing market and customer demands, there are no solutions that can continue the digital journey. This results in a high cost of operations because financial institutions still use inefficient, traditional methods.

Everything from finance to CRM can be managed in one system. This eliminates the need to manage and pay for multiple platforms that aren’t connected. Instead, gather all the information you need, eliminate rekeying, and focus on the things that matter most. Reduce growing pains, discover new efficiencies, and take your service to the next stage, online or offline. All this in one platform, available on-premise or in the cloud. Flexibase DMS allows you to automate repetitive tasks, data entry, and manual tasks. This will help your team become more efficient. Flexibase DMS makes use of the data in your dealership to give you better visibility and up-to-date reports. You get the information you need to make better decisions.

YoroCRM provides a variety of tools and features to help businesses manage customer interactions, sales, marketing, and other activities. These features are why YoroCRM is the most popular sales automation platform in the world. It offers a complete solution to managing customer relationships and sales processes. YoroCRM is a tool that helps businesses manage customer interactions and data throughout their customer lifecycle. This includes storing contact details, sales history, as well as communication logs, in one central location. YoroCRM, a cloud-based solution for sales automation, can be accessed from any location with an internet connection. This allows businesses to work more flexiblely and collaborate more easily.

The data search tools are powerful and allow for quick access to the data. A calendar that is both innovative and simple to use is a great tool for medical professionals when it comes to arranging appointments. Different report generation and data analysis tools allow you to break down different sections of representatives' work. An additional time dimension allows for analysis of changes in customer characteristics and target setting for different times periods. Online. The application connects directly to the central database. Offline. The application can be used offline without restrictions and data can be synchronized when an internet connection is available. SoftDent's newest customer relationship management (CRM), solution for pharmaceutical representatives companies is PharmaCODE. This application combines the latest technologies with all the experience we have gained over nine years of developing, supporting, and maintaining Customer Profiling.

StaffNet's portal allows you to create schedules in minutes. You can also receive updates from remote teams in realtime. You can also collaborate with your team by tracking ongoing projects and deadlines, producing reports, and much more. Our secure cloud-based system will keep your files safe and secure online. It's easy to work smarter. This intuitive feature allows to keep track all inventories in different locations. Welcome to the first flat-rate scheduling tool and workflow management tool. Our automated workflows and automations simplify your day-today operations, saving you up to 5+ hours per week.

We are a cloud system that automates any business process. This platform automates processes that require flexibility and speed in the implementation of IT projects. ZOOMIA can automate any complexity of tasks, regardless of programming skills. Register online. Verify your email address and phone number to get online access to the platform. The tutorial video will show you how to get started with the platform. Although this is not necessary, it can be helpful. You can configure the platform to meet your company's needs by activating the integrator panels or opening support tickets. You can immediately use the main functionality once it is activated. You can also implement additional functional modules in parallel. No matter how old or niche the company is, automated workstations, cloud services and document management are all seamlessly integrated into the business.

Solar eCRM is an enterprise-wide Customer Relations Management (CRM), system for the solar industry. Fully automated business process via cloud-based online system. This allows you to concentrate on growth and profitability. This powerful and versatile system is easy to set up and will allow you to automate your solar business activities. You will have more control over your leads and all the information you need. Never miss a lead opportunity. Send clients accurate, complete quotes immediately. Offer customer solar benefit analyses. All costs should be included. Orders can be processed without losing track customer, site, installer, and product requirements. Standard pricing for sales orders allows you to track margins. Installers can use these job packs to reduce installation problems. Track and lodge STC claims. To close the loop between customers and installers, fill out connection and rebate forms.

You can manage your business from marketing to accounting. Software that is easy to use and doesn't require any training. Software that is fast and optimized for multi-station, mobile, or multi-user access. Open source development, hosted in France, extensible and customizable, allows you to keep control over your data. You can switch to self hosting at any time. Because the code is open, it's possible to find and incorporate many optimizations. This allows the solution to consume less memory and disk space than other solutions with similar functionalities (eco-impact under evaluation). Manufacturing is also simplified (reuse and sharing components, full telecommuting; mobile use compatible with older smartphones). In just one click, you can install the Dolibarr ERP/CRM on the cloud. It is available immediately for use. We offer free online instances.

Survey application that allows users to seamlessly collect data from their smartphones and tablets without the need for an internet connection. We have the experience and industry knowledge to create software of any complexity. You will be able to use our team as an extended team. We work from your location. You have complete control over the team, priorities, and project development. We deliver your project on time and within budget, with a well-defined scope. If you have clear requirements, a fixed price model is best. This model is ideal for projects that are rapidly changing. This type of model allows us to fully manage work processes and delivery. We agree on the specific scope of work (at most two sprints) and not the entire project.

Don't try to manage your cash flow using Excel spreadsheets. You will know at any given moment how much cash you have, who hasn’t paid yet, who needs to pay, and when. It is simple to issue all required documents by the Portuguese Tax Authority. You can automatically calculate VAT for each product line by categorizing and assigning expenses to cost. Our API and plugins make it easy to integrate MagniFinance invoices with online sales. You can also view detailed sales analysis. All your bank accounts can be viewed in one place. Manual reconciliation of invoices can lead to lengthy manual consultations. Keep track of the amount and when you received it from a client. Also, keep track of any outstanding invoices. This is a great way to manage your expenses more efficiently and with greater agility. Send us an image of your invoice on paper or through the website.

Manage your business opportunities efficiently Create a personal relationship with your customers. You can manage your entire company online, whenever and wherever you want. Cloud solutions that are 100% cloud-based allow you to access your data from any device and location. You can acquire the users you need today and then expand without limitations when you need them. We are here to support you in your growth. You don't need to worry about infrastructure, facilities or hardware because 100% Cloud is all you need. You have the control and confidence to run your business with maximum flexibility, security and safety. You can count on our team whether you want to implement our best management practices or create special processes and integrations.

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration. This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.

Privyr, a mobile CRM, is designed for sales and marketers who generate leads online. They need a way to efficiently access, contact and convert leads from their phone or laptop. It integrates seamlessly with popular lead sources like Facebook, TikTok and Google. It also works with communication platforms such as WhatsApp, SMS, iMessage and email. Privyr's email and app features allow users to view contact details, custom responses, and ad campaigns. The one-touch quick reply feature allows auto-personalized introductions via WhatsApp, SMS, and email without the need for typing, copying and pasting, or saving contacts to the phonebook. This simplifies the follow-up. Privyr offers lead distribution features, allowing users share leads via email with others, and set up multiple recipients per lead source.

See how molti works for you, from basic file storage and sharing to complex process management. A simple tool that helps you stay organized for your day. You can manage tasks, file storage, and share information in minutes. Projects large and small can be managed efficiently with task management and automation. Collaboration tools also make it easy to stay on track. Flexible, custom data capture and reporting combined with robust workflows and document sharing tools make it possible to bring it in-house. It is time to get rid of email and shared drives for sensitive file storage. You can collaborate with maximum security thanks to data encryption and custom access rights. All the information you need in one platform. No more searching for documentation or manually preparing reports. All parties can benefit from automated reporting and options for file and data sharing.

The CRM for Financial Services. Comprehensive Management Solution. Multibrands, platforms, and call-centers can all be managed in one system. Proftit CRM can be divided into sales, marketing management, management, and reports. Proftit lets you keep control of your data. All leads can be analyzed according to your brand's requirements. Optimize how leads are handled in order to get the best value per client. Automate. Automate to create a more efficient, accurate, and goal-oriented business. Features. Your sales agents should have all the information they need to communicate with clients. This will improve the quality of communication. Based on the trader’s location, receive the current time, weather conditions and news events. Verify clients and comply with regulatory requirements. See the behavior of trader, most traded assets, history, and overall performance. Real-time notifications provide key trading insights, such as trading PNL, margins, and more. You can track and view trader activity without accessing MT4 Manager.

You can access your job management diary from anywhere with a cloud-based service. You can send jobs directly to your site engineers mobile apps or allow them to view a list all outstanding jobs in their service route. Your account is free for 14-days. AutoVu is a free service that offers everything you need to grow your business. A brief introduction to Workforce Manager, the Field Service Management App for small- to medium-sized businesses from AutoVu Solutions. This video provides a brief overview of the core elements of Workforce Manager's field service management core components. We will discuss the diary management system, navigation and visual location of customers' properties, and work order management. The video also discusses AutoQuote, which provides instant quotations and purchase orders. Invoicing is also covered.

It is difficult to create a great customer experience. It seems easy to improve customer experience. You invest in the departments that deal with your customers, such as sales, marketing and service. Your customer experience does not depend only on the people who deal with customers every day. It all depends on the people, processes, and technology behind the scenes to ensure a smooth experience every time. We can help you to break the cycle. Our AI-powered Automation & Customer Engagment platform Liberty allows you to make massive transformational changes quickly. Your customer experience will change radically, organically, and most importantly, quickly.