MergeWare CRM Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
MergeWare CRM Alternatives
CallShaper
A Complete Call Center Package
CallShaper’s cloud-based software solution for call centers keeps things simple.
With CallShaper, inbound and outbound call center directors have a simple, dynamic, and flexible platform for efficient call management.
CallShaper is designed to reduce costs and increase ROI in Call Centers. CallShaper works with businesses to increase contacts, track agents' performance, manage leads and sales processes, and maximize contacts. Managers can use the drag-and-drop interactive Voice Response (IVR) editor to transfer calls to third parties and other recipients based upon agents' availability, type, and time.
CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.
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Ninox
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Accessible on all platforms, Ninox works effortlessly through native macOS, iOS, and Android apps or any web browser.
Create custom apps tailored to your needs using built-in templates, drag-and-drop formulas, and scripting. The visual editor makes it simple to design triggers, fields, custom forms, and more. Ninox also ensures real-time syncing across devices, enabling smooth transitions and uninterrupted workflows.
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Intellistant
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BuildOps
All-in-one operational software built by and built for commercial contractors - from service to projects and everything in between!
Make Data-Driven Decisions
With automated real-time reporting, your data works for you. Managers can identify trends, monitor technician progress, and discover revenue opportunities.
Give Customers an Amazing Experience
Speed up the customer approval process with full job history. Attach photos, videos, PDFs, and custom forms directly to the work order so there’s no question on the work that’s been completed.
Seamlessly Connect Your Office and Technicians
Increase productivity and reduce errors. BuildOps automates work orders, customer data, invoices and more — from office, to field, and back again.
Whether you're looking for commercial HVAC software, electrical software, or plumbing software, BuildOps can scale your operations with better communication and coordination. BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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Integrations
No Integrations at this time
Company Details
Company:
J&J Technology Consulting
Year Founded:
2007
Headquarters:
United States
Website:
www.jjtechnologyconsulting.com
Media
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Product Details
Platforms
Windows
Customer Support
Business Hours
Online Support
MergeWare CRM Features and Options
CRM Software
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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