MergeWare CRM Description
A simple interface allows you to manage client information. Keep track of client/vendor information, including phone calls/emails and any actions taken. Track outgoing and incoming payments, and create invoices. You can create invoices and keep track of incoming or outgoing payments. An Insurance Module allows you to track QuickQuotes and instantly reproduce them by linking to an existing or custom QuickQuote. This module can also interface with existing TIFA apps or any other.
MergeWare CRM Alternatives
Keap
Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.
Learn more
NO-CODE CRM
NO-CODE CRM, a cloud-based configurable CRM, includes website and client/vendor portals.
Our CRM is highly configurable and flexible. It can be customized to suit your business processes.
We can create a custom CRM to meet your needs. There are many built-in tools that you can use as soon as your account is opened. We can help you customize the functionality, reports, and experience to meet your CRM needs. The following are some of the key functionality:
Client database
Clients can communicate via SMS and email
Monitoring client activity
Notes
Follow ups and scheduling appointments
Design and host your website in the same location as CRM
Invoice clients
Clients can pay online with a credit card
Online estimates, quotes, and orders for clients
Online inventory management with online shop and shopping cart
Clients can access online helpdesk
Online advertising
Learn more
Intellistant
Intellistant is more that a CRM software for Business Automation! Intellistant is a business assistant that provides all the essential modules for lead generation, quotation, invoice, payment management, tax calculator, field force reporting, inventory module to track incoming and outgoing stock, analytics and reports to help you make quick business decisions. Each customer has their own database and an exclusive stand-alone application that ensures data security and privacy.
Learn more
GCors CRM
All your business requirements will be met by our Customer Relationship Management (CRM). You can customize our CRM solution to suit your needs. Unify UI, simple interface Our CRM is easy to use. Our knowledge base will assist you in using CRM faster. All of your activities with their statuses will be visible in the Calendar module. You can access Projects, Invoices and Products, as well as Price lists. A ticketing system can be used to improve communication with clients and within the company. You can use our chat widget on multiple sites. You can set triggers, active times, and agents. Website statistics can be used to track visitors. CRM will allow you to serve visitors directly. Comprehensive CRM reports module. All reports can be sent via email in one click.
Learn more
Integrations
No Integrations at this time
Company Details
Company:
J&J Technology Consulting
Year Founded:
2007
Headquarters:
United States
Website:
www.jjtechnologyconsulting.com
Media
Recommended Products
Secure your business by securing your people.
Take the guesswork out of password management, shadow IT, infrastructure, and secret sharing so you can keep your people safe and your business moving.
Product Details
Platforms
Windows
Customer Support
Phone Support
Online
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
MergeWare CRM User Reviews
Write a Review- Previous
- Next