Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.
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Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results.
Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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Kizeo Forms
Kizeo Forms is a powerful, intuitive mobile data collection application designed to streamline your business processes. Whether you're in construction, real estate, healthcare, or any industry requiring field data collection, Kizeo Forms provides a comprehensive solution to create, customize, and manage digital forms with ease.
Key Features:
Customizable Forms: Design forms to suit your unique business needs using our user-friendly form builder. Add fields for text, photos, GPS coordinates, signatures, and more.
Offline Functionality: Collect data in remote locations without internet access. Sync automatically once you're back online.
Real-time Data Sharing: Instantly share collected data with your team, clients, or back-office systems. Improve collaboration and decision-making.
Advanced Integration: Seamlessly integrate with various third-party tools and platforms like Google Sheets, Microsoft Excel, and cloud storage solutions.
Automated Workflows: Automate data processing and workflows to save time and reduce errors. Generate custom reports and trigger email notifications effortlessly.
Secure and Compliant: Ensure your data is protected with advanced security features and compliance with industry standards.
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ClientLogix
A comprehensive solution is designed to effectively address the unique variations present in the relationships, distribution channels, stakeholders, and intermediaries across different business sectors. This central platform allows for rapid access to all relevant information regarding clients, prospects, and third parties, while also simplifying the setup and management of portfolios through a bi-directional connection to numerous portfolio accounting systems, along with adaptable imports from sponsor platforms. Additionally, a proactive CRM system and document repository provide easy access to important updates without the need to exit Outlook, enabling users to swiftly organize meetings, take notes on discussions, and track reminders and historical data. User engagement significantly increases when individuals can customize the interface to align with their personal preferences, whether in an office setting or on mobile devices. Furthermore, insights into social interactions play a crucial role in enhancing client relationships and generating referrals, ultimately contributing to the long-term success of the business.
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