Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business.
Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams.
With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients.
The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS).
Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.
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Top Producer CRM
The Top Producer CRM gives agents the tools they need today to maintain client relationships at all stages of the client lifecycle. Top Producer is more than just contact management. It provides MLS data, email and websites, text, intelligent insight, and automated marketing to keep you top of mind. Top Producer provides a wealth of conversion campaigns, transaction workflows and situational templates that will help you maximize your day.
Keep in touch with contacts by using 360 views and X-Factor insights from social media. These insight auto-update profiles, photos and interests, as well as jobs and locations.
MLS Property Insights Track your client's properties of interests with a free MLS Connection* for listings shown, viewed or inquired about.
Create dynamic workflows starting with a new lead and ending with a close. These will be updated as tasks are completed, minds change, or dates miss.
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VETOLIB
Utilize a fast, user-friendly solution to enhance your connection with clients while saving time efficiently. Explore our groundbreaking platform and our latest offering, which requires no subscription or commitment, specifically tailored for the veterinary field. You can schedule an appointment with your veterinarian anytime, day or night, with just a few clicks! From any device, conveniently book an appointment for your pet with the closest available vet. At Vetolib, our mission is to simplify the everyday tasks of pet owners and veterinarians by transforming the online appointment scheduling and customer relationship management (CRM) experience. For veterinary practices, Vetolib is not just an appointment booking service; it enables practitioners to maintain ongoing communication with clients, even in between visits. Our platform aims to surpass the typical advantages of standard online booking systems and provides a comprehensive digital communication solution for veterinarians and their clients. With Vetolib, we strive to create a seamless experience that fosters stronger relationships in veterinary care.
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