Alternatives to MergeWare CRM

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.

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.

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.

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.

The software provides a web-based platform that allows you to track tasks, assign users and manage projects. It also offers a collaboration tool for employees. CRM software was designed to automate and optimize sales processes. It can also handle different projects, tasks, clients history, sales projections, and other tasks. The 90degree Team Task software is cloud-based. The CRM module features a powerful reporting interface that allows you to create 3D reports according to your business's requirements. Our clients have used several of our apps on various mobile platforms. Our software's can be used on any mobile platform like iOS, Android, WP7, BlackBerry, etc. We have also developed apps for the market that have received positive user feedback. Kreyon takes pride in its work and is satisfied with only the best.

Reporting tools will help you keep track of where you are at all times. Reporting by individual, group or company. Graphical reporting is available at your disposal! Avoid emails and calls. i-linked.net will keep your informed about the progress of your transactions. i-linked.net makes it simple to issue custom quotations and proposals in a matter of seconds. Proposals are made easy by the i-quoting module. i-linked.net keeps you up-to-date. The system is never downloaded or maintained. i-linked.net allows PEOs, Carriers and MGAs to work independently. Quickly collect and share data. In a familiar and user-friendly environment. Collect and store documents from clients and prospects on a record by record basis. It is easy to store and retrieve securely. You can share documents, forms, and other important data with your colleagues and partners. i-linked.net makes it easy to instantly get the right information.

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.

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

You can deliver tailored sales experiences through in-depth contact with your customers and account management. Your marketing should be targeted. Emails to specific customer segments can be created using native HTML emails. Track your deals with the sales pipeline, from lead to opportunity to quote and close. Automate repetitive tasks such as setting up call reminders, email tasks, and sending out emails. You can view all data in your CRM. From leads, activities, and tasks to sales and accounting information, your CRM can provide a complete report. With the built-in quoting tool, you can instantly quote your client. You can store your product details and photos, and create quick presentations of what you want them to see.

CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.

The early bird gets the sale. Filter, match and route leads to the right salesperson instantaneously. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and Routing. Fast, Reliable, and Customizable Operations works with Salesforce CRM and others. APIs available to route and match leads. LeadAngel helps businesses, organizations, and enterprises to improve sales process to close more deals, faster. The software offers lead routing, lead matching, fuzzy matching, lead deduplication, account based marketing strategies and detailed reporting. Matching is very customizable and extremely fast. Our system can identify matching companies in dozens of ways. You can further optimize your sales funnel by using tools like auto-conversion of leads to contacts if you find a matching account.

CAMS is a web-based, comprehensive auto, RV, and farm dealer management system. CAMS is affordable and cost-effective. It allows dealerships to host and customize their websites. It also allows users to access their data from any device and any browser. CAMS includes VIN Decoder (CRM), full FI package and VIN Decoder as well as VIN Decoder. Buy Here Pay Here, Sales calendar, and QuickBooks integration. Key modules include service and parts and payments schedule, cars/rv rentals module, reports and many more.

Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.

Customer Relationship Management (or CRM) is a data-driven approach that focuses on improving the Company's interactions with customers and clients. It also helps to boost sales. CRM Software is essential for companies as it provides them with an organized or well-maintained understanding of past and current client purchasing habits and interests. This allows them to make smartly analyzed predictions about their future prospects and helps them increase business prospects. CRM is a key component of the energy sector. We help companies to increase revenue by providing centralized contacts and leads, cloud databases, and fiscal monitoring with our advanced.

VistaCRM's powerful customer and contact management system ensures that all important information is always at your fingertips. VistaCRM allows you to track and manage all stages of business transactions, so that they are always accessible to your sales team. VistaCRM is a business management software that can be used to manage customers, leads, orders, invoices, and online payments. It is essential to know your customers and contacts in order to grow and run any business. VistaCRM's powerful customer and contact management system ensures that all your important data is available at all times. Accessing your business information from any device is essential to ensure that you have access at all times to your customers. VistaCRM works on smartphones, tablets, and desktop computers.

VOGSY is the only Professional Services Automation (PSA), software designed for Google Workspace. VOGSY manages your services business from Quote through Cash using the Google Workspace tools that you use every day. Gmail, Docs, Sheets, and Drive all seamlessly integrate with VOGSY workflows, giving you and your team real-time collaboration capabilities that are unmatched by any other PSA. All this from the beautiful, intuitive Google interface they already know. Global B2B service companies trust VOGSY's quote-to-cash ERP system to ensure that their business runs more efficiently, profitably, and predictably. Plan, execute, track, and improve your service lifecycle. - Management of opportunities - Project planning and management - Resource planning and management - Task management Time and expense tracking - Invoicing & Billing - Revenue and resource forecasting - Real-time reporting and analytics

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

Small business CRM software that allows you to manage all customer relations with your contacts and company information. Intrabench CRM software is a simple software tool to manage your accounts and invoicing, sales, marketing, and more. Intrabench CRM software offers full email management capabilities, including client tracking and bulk emails. Intrabench CRM offers a secure, reliable and reliable way to manage contacts, drive sales and manage productivity. All this from your personal user interface - a simple and intuitive CRM. Each feature in Intrabench was created with your business in mind. Take a look at the features to see how they can benefit you. From searching for clients, calling back reminders, opportunity tracking and quotes, invoicing, and automatically chasing payments, to searching for clients. Intrabench gives you the complete circle of operations that no other small business CRM software can offer. You'll love it, and so will you.

Mothernode, a cloud-based CRM solution that is all-inclusive, is designed for small and medium-sized businesses in a variety industry verticals. Mothernode CRM allows companies to automate and manage their sales and marketing processes, as well as create a business platform to run their businesses. Mothernode CRM has a range of solutions that can be used to track and nurture sales leads, create quotes, and invoices. There are many editions available to suit your needs and budget. Mothernode, an all-in-one CRM system, helps businesses save time, money, and allows all users to share information, such as emails and documents, notes, tasks and calendars, across all departments in real-time. Mothernode facilitates collaboration, increases productivity, and reduces redundancy. Integrations with Outlook, Gmail, iOS and Android devices are also efficient.

Apptivo CRM Software helps you attract, engage, retain, and delight more customers. No more juggling among multiple apps. You can manage your customers, finances, and support from your pocket. This will increase your productivity and improve your client relationships. All the following apps are available in one CRM: Invoices and Projects, Work Orders. Orders, Estimates. Help Desk. Expenses reports. An easy online CRM system that stores contacts, reminders and files. You can add more apps to the App Store if your business expands and you require them. You can manage your sales pipeline, keep track of employee activities, close more deals, and monitor employee activity. Track your sales and convert them into invoices quickly to get paid!

Keep a complete record of all your interactions with customers or potential customers. Never make cold calls if you don’t have to. You have a complete activity history, even if your Contacts move between organisations or roles. Charm's Placements module gives you the flexibility and granularity to reward your consultants, audit data and provide financial data to your payroll or other applications. Stop wasting time transforming data into actionable information. We will deploy Charm in your organization and provide detailed reports that allow you to manage your sales operations real-time. Smart businesses abandoned client and contact coding many decades ago. Charm tags allow you to multi-categorise contacts, clients, and opportunities to support direct marketing campaigns. It also automates system searches and alerts.

iEnterprise CRM is a cloud-based solution designed for small and medium-sized businesses. It's a multi-user, highly configurable system that can be used by all employees to manage salespeople and maximize sales. It offers all the features of a traditional CRM, including accounts, contacts and pipeline, issue tracking, campaigns and reporting. It integrates seamlessly with popular small business tools like Gmail, Outlook, and QuickBooks. We also offer apps for Mac, iPhone and Android. It also offers advanced features like recurring revenue tracking, quoting, and subscription tracking to automate almost all aspects of running your business. This solution is perfect for small and medium-sized businesses. Unlike Salesforce.com, iEnterprise CRM offers everything you need to manage your business at a fair price.

Streamline your wholesale business, improve supplier communication, and scale your Amazon business. You can manage all your suppliers and keep track of them as they move from being profitable to lead. You can quickly view the suppliers that you have yet to reach out to, those you are waiting to hear back from, as well as the suppliers that you are waiting to contact. You can view product analytics relevant to wholesale sourcing and calculate profit based upon supplier pricing. Keep track of your sourcing progress each day to see where suppliers are in your pipeline. You can keep track of the suppliers you plan to reach out to as well as those you have already contacted. Opening profitable wholesale accounts is possible. You can see how a product is performing with price history, buybox information, and existing sellers. Then, you can simulate your profit margin using prices that suppliers provide.

OfficeClip is an all-in-one tool that allows you to manage all aspects of your work without having to use multiple apps. OfficeClip CRM allows you to track leads, create campaigns and invoices, manage documents, schedule meetings, and many other functions. The reporting feature will give you all the details and help you identify areas of strength or weakness. Contact Manager allows you to store detailed information that will help you build client profiles and convert prospects into leads. It also includes functionalities such as marketing automation, web forms and call list that will increase client and user engagement.

OscarOnline allows you to connect with your prospects and customers, which opens up a wealth of capabilities that makes many tasks easier and faster than ever before. It's the best UK small business CRM software! OscarOnline makes it easy to keep track of all your conversations and send emails to prospects and customers. It's easy to send orders confirmations, invoices, and quote your customers and prospects using OscarOnline. No more copying and pasting Excel and Word documents! Now that you have a list of prospects and their permission to email them, you can send them directly from OscarOnline. All of the above is included in our Starter Package, believe it or not! Our packages include prices. You can see them via the top menu. OscarOnline may offer some more niche features depending on the type of business you run.

CRM system allows you to track all work processes within your business. The easy-to use interface provides all the information you need: history of customer relationships, manager's performance, tasks, deals at all stages, and accounting reports. TeamSale will simplify your sales processes and deliver significant results. Start your sales with a free trial and the many integrations available.

TurnLink Sales ManagerTM, a web-based Customer Relationship Management software solution for manufacturers and their representatives, is available. TurnLink allows you keep track of the many data that includes the distributor, manufacturer, and store relationships. TurnLink Sales Manager allows for seamless export to all versions Intuit's QuickBooks. To prevent your reps from accessing your QuickBooks file, you can give them each a TurnLink account so they can place orders online. This integration eliminates double entry by eliminating the need to enter orders into two different systems. TurnLink and QuickBooks can be customized in a variety of ways. TurnLink Sales Manager comes with a powerful order form that can handle your direct orders. This includes orders for samples and multiple warehouses. It can also handle complicated orders from third-party distributors.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing, Scheduling, Analytics * Integrated E-Commerce & ERP & CMS * CRM * Dashboards for teams, clients & suppliers * Automate Accounting (GL, AR, AP, Trial Balance, Ageing) & customised ledgers * Automate Invoicing & E-Payments * Purchase Orders * Inventory Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Quotes * Encrypted Messaging * Detailed Reporting & filters

Textel's platform for business texting is designed to improve customer experience by combining AI and human-powered conversation. Textel is a seamless and compliant platform that allows you to connect with customers 1:1 or at scale. Textel allows you to deepen your relationships with customers, increase revenue and improve the efficiency of your staff. Use conversational texting and AI-powered messaging to connect with customers using the tools that your team is familiar with. We're integrated into your CCaaS Platform, so the connection is easy. You can use agent-driven SMS or MMS. Texting conversations 1:1 can be personalized. Use MMS and SMS to have a two-way conversation with your customers. Share pictures or links with your customers to help them quickly access the information they require and to build loyalty. Textel can be integrated into your existing customer platform to track conversations and improve the experience.

Repository of outside organizations, including customers, vendors, prospects, and other entities. Each entity should maintain its own contacts. All activities related to each contact should be tracked and scheduled. All sales opportunities with prospects and customers. Entity records are companies or organizations with whom communication has been established. Potential customers, current vendors, potential vendors, and any other organization with whom communication is required can all be considered entities. To be able analyze and report on each sales opportunity for each salesperson, and the entire company, it is important to track each one. Keep track of leads to determine where marketing funds should go. Keep track of the status of each opportunity, including expected close date.

Transparent communication is key to customer loyalty and profitability. Your sales team should be able to focus on the right deals, sales, and revenue. They should also spend less time on administrative tasks. Sales teams need to have faster access to customer data, customer history, and information about customer needs in order to sell more. PM AM CRM empowers sales teams to generate more revenue by targeting new and existing customers with the right solution. PMAM CRM allows you to effectively manage and track all your marketing elements. This will allow you to make an informed decision about the best marketing medium for you. PM AM CRM allows you to consolidate and make it easy to access information across departments about customer interactions.

It can be difficult, time-consuming, and frustrating to manage all your business and personal contact information. It is essential to keep your contacts organized, up-to date, and linked in order to increase productivity, network, and save time. Contact Wolf is a contact management solution that is simple to use, easy to master, and will transform how you manage your contacts. It will be much easier to find information. It will be easy and intuitive to organize your contacts. Contact Wolf gives you the tools and features you need to organize your contacts in a way that is intuitive and easy for you. Contact Wolf was created to be powerful enough to allow large businesses to manage large customer and client databases. It is also perfect for home users who just need a great address book.

Manage your business from Customer Management, Quotations and Invoices, Payments, and many more. Scale up your business with customization and automation of your accounting and invoices. Automate your workflow with recurring invoices, expense entries, and other income entries in just one click. Dashboards and reports that can be customized to provide real-time data updates. You can compare sales over months and set priorities based upon consistent data. You can customize the data views according to the roles of the employees. Send proposals or quotes to customers.

Pulse Technology is a platform that allows franchise owners and business owners to manage their businesses smoothly. Our CRM (customer relationship management system) is easy to use and will help you organize your life. Keep track of all communication history with your customers and prospects. All of your email and text messages, notes, tasks, and appointments will be stored in one place. All information will be stored in one location for easy reference. Franchise Systems can use our complete suite of franchise management features. Our fully integrated system allows your franchisees the same platform. Your corporate application will have all the data from your franchises available for real-time reporting. Pulse's robust automation and marketing features can help you save hours every week. This will allow you to automate many of the administrative and marketing tasks that consume a lot of your time. Pulse will allow you to automate

Say goodbye to spreadsheets, emails and other forms of communication. Candid's wholesale platform streamlines your entire business, so you can concentrate on growing it. Virtual wholesale storefront integrated into your brand website or hosted by us. Collaboration order form with messaging and approval workflows built-in. Invoicing, digital payment, and shipment tracking. Business analytics and reporting on the order, customer, and product level. Start in just a few hours, not weeks. You and your buyers will receive dedicated support. Manage your selling, shipping and invoicing in one place. No more costly miscommunications from orders being sent to spam or customers ordering from an outdated catalog. Candid can handle all your shipping, inventory, and billing strategies. Sync inventory, payments, and shipping across platforms. Candid allows you to do more of what your business does well.

The foundation of any business is its organization. CRM software for small businesses can help you build and maintain long-lasting customer relationships with current and prospective clients. SalesPro combines a powerful suite CRM tools with an easy-to-use interface that can be customized to meet your business' specific needs. SalesPro Customer Relations Management system is accessible anywhere in the world. It allows you to manage all aspects of your business efficiently at an affordable price. SalesPro offers an intuitive user experience that will help you increase sales and grow your company. We believe that SalesPro is the most user-friendly CRM software on the market today.

LuxorCRM – Strategic Sales CRM is the most customizable online CRM software that allows restoration contractors to develop relationships, track leads and drive sales. LuxorCRM is the only CRM software for contractors that has been built with proven sales methods that work in the restoration sector. LuxorCRM's strategic, sales through classification solution gives you visibility into your sales processes. This will allow you to manage your sales team better. LuxorCRM's unique classifications help you keep your salespeople focused on the right clients at the right time, whether your focus is on prospecting new clients or maintaining existing relationships with insurance partners. This CRM is ideal for restoration contractors who want to empower their sales teams. It features industry-specific tools and robust reporting.

Dealership CRM is a Smart, simple CRM software to support motorcycle and powersports dealerships. Our powersports CRM software makes it easy to build stronger customer relationships, sell more units, and save time. Keep in touch with your customers by sending them automated service reminders via email or text. Organize all your customer information in one place. You can track conversations and know the history to deliver more personal experiences. Tracking prospects and your sales team to win more deals. Leads flow through your sales pipeline. You can either take advantage of our existing pipelines (Showroom, Website, and Phone Calls) or make your own to fit your dealership. You can take control of your deals by tailoring your pipeline to suit your needs. You can quickly spot deals that need your attention and those you are about to land. You'll be able to collaborate with your favorite apps, with 870+ integrations such as Shopify, WordPress, Zapier, and more, to have all the tools you need.

Use web forms and e-mail campaigns to connect with leads and get them. Measure, plan, and execute. From start to finish, maintain complete visibility into all sales. Align your sales efforts to business goals and strategies. Alpha CRM isn't a static software package, but it adapts to your needs. Your software automatically updates when there is an improvement. Record and manage customer information and queries. All transactions and trends can be accessed through one interface. Alpha CRM Software can be accessed online from any device, smartphone, tablet, or PC. Our CRM allows you to keep track of all communications sent and received. You can also track customer and other business email clients. Our software allows your business to run itself, allowing you to focus on the important things.

The features offered were too complicated and expensive for the needs of the organization. A consultant was often required to install and configure the CRM for all users. The software was also difficult to use for most users. Use a powerful search tool and flag important messages from current and prospective clients. Integrate your calendar to see a complete picture of your sales and schedule. To do your job well, you need to see the data and information that is most important. Reporting should not be confusing, but clear. We make sales metrics concrete, actionable, and ideas-generating. You can quickly see where you are with your current and prospective clients. Then schedule a follow up to ensure they are taken care. Once a new member of your team joins the team, transfer all communications and activities quickly to them. This will make the transition seamless.

The software was developed and managed by financial professionals with more than 20 years of experience in the development of software for the Irish broker industry. The application can manage all aspects of a firm's office, including sales, marketing, and compliance. It also includes advice, cash flow projections, compliance, product library, pipeline, and commissions management. The application also includes full Client Relationship Management. Clients and policy details can be updated and maintained by Aviva, Aviva Health and BCP Asset Management. Friends First, Irish Life and New Ireland are also included. Standard Life is not included. All insurers offer Life Protection quotes. Money Advice +CRM is a one-stop shop for all your software needs. Get email notifications of all enquiries and offer advice via best price quotes.

Never let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone.

Zooma is now available to all businesses that have customers. Zooma is a comprehensive software platform that can be used by consultants, managers, and administrators to manage travel businesses and any other business that has a customer- and sales-focused focus. This software gives you a 360-degree overview of your business and operations. This program provides tools to improve business efficiency, client experience, acquire and qualify sales leads, and increase profitability. Includes data-based, personalized marketing and analysis reports. Your customer will feel that you are trying to understand their situation and help them get there. Work with your accountant and bookkeeper to ensure staff have access to the areas they need. Bank Feeds makes it easy to manage your cashflow and track bills.

The data search tools are powerful and allow for quick access to the data. A calendar that is both innovative and simple to use is a great tool for medical professionals when it comes to arranging appointments. Different report generation and data analysis tools allow you to break down different sections of representatives' work. An additional time dimension allows for analysis of changes in customer characteristics and target setting for different times periods. Online. The application connects directly to the central database. Offline. The application can be used offline without restrictions and data can be synchronized when an internet connection is available. SoftDent's newest customer relationship management (CRM), solution for pharmaceutical representatives companies is PharmaCODE. This application combines the latest technologies with all the experience we have gained over nine years of developing, supporting, and maintaining Customer Profiling.

Semrush CRM, a free CRM tool, is designed for digital marketing agencies, freelancers and consultants, as well as other service-based businesses. It helps users automate customer management, manage multiple projects for clients, and create and deliver marketing and sales campaigns. Semrush CRM helps agencies to generate new business more effectively while keeping existing clients satisfied. It allows users: Combine sales data with customer projects Assign specific clients to specific teammates Create customer cards with contact information and profile data Add quick notes to clients and set relevant statuses Add links to customer resources

Meetings, mails and calls, as well as internal notes. All of it can be logged in the system. You can store any documents that were uploaded or generated. All your cooperation history will be available in one place. High quality service will benefit you and your coworkers. You don't need to adapt the app to your organization. Instead, create your own solution. You can adjust the forms and use already-designed solutions. It is easier to avoid duplicate information if centrally shared. Information can be tagged or segmented. Define the most important details to fill out. Written data that you can filter and combine in reports. For a better understanding of client preferences, keep track of their information. Send appropriate quotes at the best time. It was never easy to manage business relationships.

CounterBalance goes beyond a software program. It is a platform. This platform gives you complete control over how your operation is managed. The system offers Customer Relations Management (CRM), Scheduling, Process Control, Scheduling and Cost Item Tracking (Inventory & Time), Account Financial, among other features. CounterBalance allows managers to create a customized system that meets their specific needs. Create custom process flows, payment methods and forms. Access control, notification, reporting, notification, and notification are all possible. The CounterBalance platform allows you to develop the application as close as possible. All of this is done using the CounterBalance system's simple user interfaces. You, the end user, can customize and maintain your CounterBalance System in any way you like. CounterBalance handles all aspects of customer and lead interaction in a consistent and well-structured manner. It also manages inventory.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Storm Customer Knowledge System (CKS), Content Guru's CRM software, provides organizations with a user-friendly, streamlined knowledge management, case management, and ticketing solution. CKS integrates seamlessly into an organization's entire communications infrastructure to offer enhanced customer engagement and experiences. CKS can be used as a standalone solution or added to an organization's existing storm infrastructure. The browser-based application allows users to access all stored data from any location, at any time. This allows them to work remotely and on the go as easily as if they were physically present in the office. The DTA allows users to view all interactions with a contact, which allows them to understand their relationship with customers and any recurring issues. Supervisors can also quickly review engagements.

PHP CRM is a web-based CRM software. It allows you to manage customers, leads, proposals, estimates and invoices. PHP CRM is a self-hosted web-based CRM software system.