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
InsureCert
InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.
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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.
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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.
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CRM Runner
Growing businesses have to deal with the challenges of managing leads, task scheduling, monitoring, as well as other day-today tasks. CRM Runner is your one stop solution for field service management and office management. Impressively design quotes with a cutting-edge difference for a first impression. Collect payment via email and send recurring invoices if necessary. CRM Runner integrates your existing email system with your business. It will allow you to manage all your work from one screen, and make it easier to do your day-today tasks. You can set up IVR, voicemail messages and buy local and toll free numbers around the globe, view your call history, call hands-free to any client, send mass SMSs to your clients, and keep track of your contacts all from one place: our system. We have integrated a selfie feature into the app to verify the identity of employees.
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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
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
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