Alternatives to Saratoga CRM

SalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. These include email follow-up, phone log, and letters for mailing. Record prospect information and assign actions. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Realtors, BDX, and others. SalesBuilder CRM includes all the necessary tools to sell, starting from the beginning: creating scenarios, managing sales details, adding options, and generating contracts using optional DocuSign integration. Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. Users can create their own registration cards so that all information is captured.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

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 best email client for Windows or macOS will boost your productivity and increase your email efficiency. eM Client is a fully featured email client that has a simple and clean interface. It offers features for tasks, calendars, online meetings, contacts, notes and chat. Schedule online meetings with integration with Zoom, MS Teams, Google Meet and more. Use cloud attachments to keep control over your files via Dropbox, Google Drive etc. eM Client is compatible with every email service that can use IMAP, POP or Exchange Web Services protocol. This email client is compatible with Google Workspace, Microsoft 365 Outlook, Exchange, and many more. eM Client improves email communication for both professionals, businesses and home users. It includes advanced features such as server-side search, instant message translation, "Snooze" and "Watch for replies", synchronized tags, and easy email encryption (PGP/S/MIME). Ensure privacy with automatic blocking of mail-tracking pixels. You can also customize the look and available features to make sure it works best for your specific needs - create your own theme or select one of the pre-set ones, customize your toolbar, shortcuts and message list.

The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.

Keeping your business contacts and calendar secure and local is simple and affordable with DejaOffice CRM. This CRM is more cost-effective than cloud-based alternatives and can be used even if you're offline. Easy sync with Android and iPhone. Tons of features like mail merge, Outlook integration, project and deals management. For a one-time price you can manage your customer calls, appointments and follow-up tasks quickly and easily on your PC.

ContactOffice is an online collaboration suite that includes Email, Calendar, Documents, Online Editing, Address Book, Chat, and Cloud Storage. ContactOffice is accessible from any device, whether it's a PC, tablet or mobile phone that has a browser. Through Groups, the user can share information with other users. Administrators of these groups can set access rights for members. Users can also share their private spaces. For example, a user can share his/her Mailbox with colleagues, without sharing login credentials. ContactOffice supports all the standard protocols like Imap, Pop and CalDAV. It also supports WebDAV, CardDAV and WebDAV. ContactOffice offers dataportability by allowing users to export modules to standard formats. ContactOffice can create a white label version of its application that is fully customizable for educational institutions or enterprises.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

You can send and receive emails right from within Podio. All emails are logged in Podio for the relevant item. All emails are tracked automatically. You can track when customers have read the emails that you send. Desktop, tablet, phone - we've got you covered. GlobiMail works right within Podio. Communicate with your customers from within Podio. They will experience regular email and reply as usual. It's all exactly where they expect it to be - attached directly to the correct item in Podio. To find out how much time GlobiMail can save you, take it for a spin. Register for a free trial to see GlobiMail for Podio Email Integration in action. Install the browser extension to get an "Email button" on every item in Podio. Simply click this button to send an email. It couldn't be easier. GlobiMail will also create comments with a link to create new messages for the Mobile app.

Would you like to be able to access your contacts on any device? You can quickly locate your clients by using their profile. You can call them, send a WhatsApp message, email, or SMS, open their website, or use Google Maps to find them. Anywhere, anytime. Clients and... Suppliers Sellers Creditors Debtors Employees Branches Shipping companies Banks Organize your meetings and appointments in a planner that offers monthly, weekly, and daily views. Register the title, description and color for each event. Also, include participants, location, web addresses, attached files, and the date. Save the code or the link to join an online meeting (Google Meet or Microsoft Teams or Zoom). Drag and drop events are easy. Very intuitive. Document management: Save all documents related to each contact, such as contracts, offers and reports. Cloud: All your data is stored in the cloud and available at any time. Multi-device access: Access your account from any device (computer, tablet or smartphone).

All the tools you need for running your business are available in one powerful CRM platform. Contacts, Sales Agents and Opportunities. Orders, Tasks, Orders. Territory Management. Advanced Reporting. You can manage your business from anywhere, whether you are at work or on the move. On average, a business spends 68 hours a month on administrative tasks. Don't be one. Connect with Profi WebForm (contact page that is connected to your website), Google (login and calendar, import contacts), Whosms(SMS), Mailchimp [email marketing], Jabber (telephone booth and VOIP). Assign territories to companies and agents to help you organize your sales activities. Your business can be organized by region and product category. Who closed the most deals this month? Which products are the most popular? Who bought them? You can get a great overview of how to increase sales with powerful reporting. Make decisions based on data and eliminate the guesswork.

This means that we strive to make more sales, get more deals closed, hire more people, and create more products. Growing businesses can be challenging because of the sheer volume of data that must be connected, organized and distributed to large numbers of people from many departments. Opportunities are lost and contacts that could have been made are forgotten. Information gets lost. It is possible to misunderstand. Processes can slow down. Customers and employees become frustrated. You can easily attach documents to clients, events, and opportunities to stop losing them. You can store and organize your emails in HyperTeam CRM by adding them directly to your Outlook account. You can quickly assign tasks and subtasks from the system to improve collaboration and prevent miscommunication.

Evercontact will keep your address book current by creating new contacts and updating existing contacts. Over 40% of all address book changes occur within three months. Evercontact makes sure you have the most current contact information. Evercontact extracts contact information from email signatures. Our service creates new contacts and updates any changes to existing contacts automatically. Our subscription plans include unlimited contact updates, multiple email addresses, central address books, CSV downloadings, CRM integration, and unlimited contact updates. Your personal data is yours and only you. Evercontact is GDPR-compliant in terms of data privacy and security. Our service is available for Gmail and Outlook, as well as Office 365.

Applications for small businesses with big ambitions. A CRM system to help your sales team track the client journey, from the initial click to closing a deal. Smart mail can save information about clients, organize emails by tags, plan tasks on a Kanban board and create email templates. Chat with clients and colleagues. Our chat integration is available in all FreshOffice products. This makes it easy to access whenever you need it. Automation will automatically create leads, send out email notifications, and assign tasks. You can access detailed analytics for all key parameters, regardless of whether you are a data analyst expert.

You and your colleagues will be able to save time by having a complete overview of all customers, clients, and contact persons in one place. You will increase the number and success rate of jobs completed by effectively monitoring and closing sales opportunities. The planner and calendar give you a 360-degree view of all meetings, their minutes, as well as the weekly activities for each member of the sales team. Intrix CRM gives you a 360-degree view of customers and a complete overview of all sales activities from one place. All important information can be viewed for each client by you or your colleagues. Because all the important information is available at all times, your employees will be able to build strong business relationships with customers. Intrix CRM allows you to integrate data from Bisnode. With just a click, you can access contact information and financial information for the desired company in Croatia, Slovenia Bosnia and Herzegovina, Serbia, and Bosnia and Herzegovina.

All your email, calendars, and contacts can be managed from one place. Kontact allows you to manage your email, calendars, contacts, and other personal data. Kontact helps you organize your day, manage your communications and collaborate with your colleagues. Kontact will help you become more productive. Kontact unifies all of our PIM applications in one window. This will give you the best experience and increase your productivity. Kontact allows you to access all the tools in our powerful suite from one place. Kontact is a web application that allows you to control your data. This is in contrast to proprietary web applications. If you wish, you can also access your data offline. KMail, a state of the art email client, integrates well with popular email providers such as GMail. It offers many tools and features that will maximize your productivity. It also makes it easy to work with large email accounts quickly and efficiently.

Send thousands of customized message in seconds. With just one click, you can call the USA at the lowest cost. Send thousands of pictures, videos, gifs and texts in seconds. Say goodbye to complicated software that takes weeks to install! Book a success phone with us to have all your data in a single place. All your text, email, and call replies are all in one place. Send thousands of emails to all your lists in seconds. Tag and segment your audience. Assign different tasks to your colleagues. Call and receive calls anywhere. Send and receive thousands SMS. Create lists to automatically call all your contacts. Bigly's Calendar helps you manage your time and projects. You can get all the notifications you need to keep up with your daily work. Only telecommunications costs are charged by Bigly. Pay as you go, and forget about long-term contracts. Text, emails, phone transcripts, and text are automatically uploaded.

It is essential to be able to effectively manage all aspects of your business in the Recruitment & Staffing industry. RecruitOnline provides a fully-featured, Cloud-Based SaaS, integrated recruitment business management system that supports agencies ranging from a sole operator through to multi-brand/multi-sector/multi-location staffing businesses. The success of any business depends on its relationships with customers. CRM software is key to managing those relationships and developing them. Email Newsletter module built in - Create, send and track email marketing campaigns. Leads can come in many forms: a reference check, a colleague at a networking event, a referral from a customer; etc. It is important to be able to identify the source of leads and have a system to assign and follow up.

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.

Inbound leads and sales are not enough to sustain your business. Salesdash CRM software helps you organize your leads and increase sales outreach. Personalize emails and send them faster. Targeted bulk emailing allows you to send emails your leads are interested in reading at scale. You can track delivery, opens, spam, and more. No more asking your colleague "What's the deal with this lead?" You can easily track activity history and make notes for customers. You can track your customers' activity and make sales forecasting easier. Your website visitors should be able to easily tell you what they want and how they can reach you. Web forms can help you capture leads. Alerts can help you improve your "speed to the lead". To track interest and notes, leads are automatically added to your CRM. Integrate with G-Suite and Outlook to send emails directly to clients using the CRM. You can track opens and track who opened them. Zapier integration allows automation with 4k+ tools.

Clatos CRM offers both general-purpose and vertical solutions all under one roof. Learn more about your audience to find new ways to connect with them. Clatos CRM allows you to adjust your deals, promoting, and back groups using bound together client data. Your deal efficiency can be increased by 25% It is the most popular CRM for its services, and user interface. Connect benefits, commerce, IT, and deals to personalize your experience. Speedy execution and planning with high ROI. You can track all leads in one place so you can track their progress quickly. You can auto-import leads from emails, take notes, generate proposals and attach files. Make a professional, eye-catching invoice. Send your clients the invoice immediately by attaching files. You can create recurring invoices. You can either create an email from scratch, or use a pre-built template to fill in the contact details. Next, add a document to the CRM document management software.

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.

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

With a robust workflow that tracks every contact from lead to sale, renewal, and even cancellation, you can track who did what with detailed auditing. You can control every detail that your agents see. Your data is safe from your staff. We restrict access to sensitive information to those who require it using predefined roles and specific abilities. Contact agents to schedule appointments for in-home or in-office visits. Our easy-to-use Calendar makes it easy to manage your appointments and callbacks. You can create events and RSVP for your clients. You can also track who was there and how many. This is not just for Call Centers. You can give your agents control over their business book by using our "My Business" section. From leads and policies to callsbacks and appointments. Give them control if you trust them! TLDialer is a Native integration with our Hosted VICIDil service. All agents can work from the same screen. Data syncs automatically. Our VICI Servers remain up-to-date.

Zyprr enables businesses to connect with their customers in a new way. It will increase the productivity of your team so much that they won't want to work anywhere else. You can easily manage all your contacts and accounts, leads, sales pipelines, forecasts, customer activities, and more from one place. Superior customer support and help desk service - Manage tickets, customer emails, selfservice, knowledge base, and much more. Integrated campaign management allows you to stay on top of lead nurturing and drip marketing. Inventory items make it easier to invoice and manage orders. Customers and employees will have full visibility and accurate information. Secure collaboration and storage for you business. Set reminders so you never miss a contract renewal deadline. You can customize your dashboard and create custom reports to view the KPIs and activities driving your revenue. Integrate with multiple email systems, receive notifications, make comments, and sync calendars and activities all from one platform.

The Best Way to Keep Your Contacts. For individuals, teams, and small businesses, intuitive contact management. We connect multiple sources or accounts to create a unified contact book for you. You can get up-to-date contact data that automatically syncs across multiple devices and accounts. We will let you know if your contact information is out-of-date. Automated scans will ensure that you always have the most current information. For hassle-free contact management, we detect duplicates and provide updates. Combine duplicates to create an unified address book across multiple accounts. We take one piece of information, such as your email address, social handle, and phone number, and give you a more detailed profile. Contextual data, richly populated, ensures that you always contact the right person. We transcribe business cards and verify them twice before adding them to your address book. You can scan and save business cards using our mobile app, or upload them in bulk via the web app.

Introducing the Smart Business Card by Leapon, a cutting-edge solution designed to transform the way you network. Seamlessly connecting professionals, it merges innovative technology with personalized features to enhance every interaction. At its core, the Smart Business Card simplifies connectivity. Gone are the days of fumbling for contact details. With a simple tap, recipients can effortlessly access your information. Alternatively, share details via QR code for instant access, or send them directly through email or SMS, ensuring connectivity is both immediate and effortless. But it doesn't stop there. Elevate your professional presence with a Personal Landing Page. This customizable platform showcases your contact information, social media links, and even integrates customer reviews, allowing you to make a memorable impression. Share your vision and mission, adding a personal touch that resonates with potential connections. Forget about tedious data entry with Lead Generation Integration. Seamlessly integrate new contacts into your CRM system, automating processes and allowing you to focus on building valuable relationships. With streamlined contact management and email automation, nurturing connections has never been

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

Bullhorn CRM and applicant tracking system. You can make better decisions, increase sales, and recruiter productivity by managing the entire recruitment and applicant management process through one, simple-to-use interface. Streamline your day with faster search, source, and match. To deliver a superior candidate experience, leverage your relationships. Use staffing-specific, actionable reporting to run your business by numbers. Bullhorn for Email seamlessly integrates Bullhorn's applicant tracking system and CRM with Gmail & Outlook so you can view your Bullhorn email inbox from Bullhorn. You can easily read resumes, add notes, create new tasks, and set up appointments from candidate email. You can view the most recent information about your candidates from your inbox. Access the full contact record of a sender by jumping to Bullhorn from an email.

Best CRM software for agents. BluInsurance, one of the most popular CRM softwares for agents, manages your client base and simplifies complex operations. BluInsurance allows agents to quickly select the right markets and create concise, personal submissions. BluInsurance tracks progress and keeps both the broker as well as the carrier accountable once they have been sent. BluInsurance records all online leads from your website and third-party sites. It notifies the appropriate agent to follow up. Agents can use custom online forms to collect information and create policies once contact has been made. BluInsurance's integrated email and SMS marketing campaigns make it easy to keep in touch with clients and build relationships to ensure you capture renewals.

The Canvas®, Platform By Roya. The ultimate digital marketing platform that is professionally supported. The Canvas® CMS platform uses the latest technologies, including cloud hosting and cloud asset management. Your clients and you can enjoy faster page speeds and better usability standards than your competitors, giving you a competitive edge in SEO and user experience. All-in-one Marketing Platform: Canvas® CMS Platform was designed to power both responsive websites that are optimized for conversion and digital marketing campaigns. Canvas® allows you to create dynamic landing pages, launch digital campaign, monitor analytics, manage contacts in the CRM, send emails, and much more. Canvas(r CMS) is not like Wordpress, Joomla or Wix. It was built from the ground up to make it an easy-to-use enterprise CMS system. Canvas® CMS's powerful business features are built with best practices that focus on ROI.

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.

All contacts, both individuals and organizations, can be stored in one place. You can share contacts with your team to have the same view of all contacts. You can save communication history by sharing messages, files, and photos. To solve problems together, share and discuss your ideas with your team. Manage and add deals. From the first contact, track them until they are paid. Attach tasks and contacts. Find out why you lost or won your last deal. Assign and close tasks together with your team. You must ensure that no task is forgotten. Keep track of all pending and assigned tasks using shared calendars. You will be notified via smart e-mail or in-app notifications whenever something important happens. Centrium will keep your computer running smoothly. You can combine multiple tasks into milestones or projects. To speed up the process and keep everyone informed, assign different parts of work to different members of your team.

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.

The most comprehensive contact center solution available on the market will improve your customer experience and optimize your company’s time and resources. All communication with clients can be managed from one platform: phone, email and WhatsApp Messenger, Messenger, web chats, SMS, web forms, online forms, or app stores. You can create a unique contact record and then forget about it. The cloud environment allows you to work from any device that has browser access. This protocol offers great sound quality and ease-of-use. Multimodal automatic dialing allows you to make more calls and get them to your destination faster. You can choose from progressive, predictive, or preview dialing to boost your campaigns. Intelligent routing allows you to manage inbound calls easily and productively. Voicemails, voicemails, and integration with outbound channels can all be managed from the same desktop.

Sapientech Software Suite Dynamics Content Management, built on Microsoft technology is the ultimate in contact tracking and management. Sapientech Software Suite Dynamics Content Management is far beyond the capabilities of Microsoft Outlook. It provides a rich platform that can easily be customized to meet the user's requirements without having to change how they do business. Even a novice computer user can navigate the application with ease. Sapientech Software Suite Dynamic content Management makes it easy to manage your content. - All contact information can be managed from one central location (database). - Upload emails, documents, graphics, etc. Sort clients by last name or company name - Use the form editor to create new forms and database fields - No programming experience necessary - Automatic version control of attachments - Create, store, track and track attachments and notes related to a client

PhoneBurner, a powerful dialer and sales-acceleration platform, helps B2B and B2C sales teams engage in more quality conversations with their contacts. Now with ARMOR – the most comprehensive spam protection solution and answer rate solution that is done for you. PhoneBurner's average answer rate is >10%. This means that millions of conversations are powered by PhoneBurner, with no awkward pauses and connection delays. PhoneBurner combines calls, emails, and SMS to handle time-consuming tasks, such as leaving voicemails, sending email, logging calls, or performing post-call workflows. Reps spend most of their time closing deals and talking. Manage your entire team with one dashboard. Access cutting-edge analytics and reporting, automatically distribute leads, coach and monitor reps in real time, and ensure KPIs trend in the right direction. Teams rave about the productivity gains, ease of use and answer rates, as well as the commitment-free packages. PhoneBurner is free to try today.

Don't try to manage your cash flow using Excel spreadsheets. You will know at any given moment how much cash you have, who hasn’t paid yet, who needs to pay, and when. It is simple to issue all required documents by the Portuguese Tax Authority. You can automatically calculate VAT for each product line by categorizing and assigning expenses to cost. Our API and plugins make it easy to integrate MagniFinance invoices with online sales. You can also view detailed sales analysis. All your bank accounts can be viewed in one place. Manual reconciliation of invoices can lead to lengthy manual consultations. Keep track of the amount and when you received it from a client. Also, keep track of any outstanding invoices. This is a great way to manage your expenses more efficiently and with greater agility. Send us an image of your invoice on paper or through the website.

Our CRM and Contacts Management Software makes managing contacts easy. It allows you to create appointments, customer notes, customer letters, quotes, estimates, invoices, tasks, statements, job sheets, and customer letters. To keep you organized, such as Callback Reminders, you can create them. A Today view shows what is planned for each person today. One or more people can be assigned tasks, jobs, and appointments. Appointments View displays Appointments for the current month. It can show Appointments either for a specific person, or for all. Mail Merge, Email Marketing, and SMS Messages are all supported. Amphis Customer integrates with Outlook to make it easy to manage customer email, tasks, and appointments. You can create invoices and quotes using free text paragraphs that include a price or by selecting items from the Parts database.

Office 365 administrators rated this the best solution to back up Office 365 data and restore mailboxes from Office 365 backup. SysTools Office 365 Cloud backup & restore tool protects data from external threats. It backs up Office 365 email, calendars, contacts, and other sensitive information in an offline environment. The software comes with an integrated dashboard that allows users to monitor the progress of their O365 mailboxes in real-time. There are two views that allow users to monitor the progress. You can save email messages from Inbox, Outbox and deleted items. All attachments can be saved, including those in the form images or documents. It is easy to save a copy of only a specific range of emails at the specified location using the tool. You can restore messages with attachment files, complete metadata attributes, and folder structure.

Within seconds, thousands of contacts are available. A single database contains all potential and current customers, suppliers, and other contacts. You can either plan the task yourself or delegate it. Never lose or forget a task again. You always have tasks with you on your mobile phone. There is no need to install anything on your smartphone. All tasks will be displayed in the main calendar of your phone. Gmail, Outlook, Outlook express and Thunderbird, as well as any other email software, can all be synchronized with CRM software. You can send thousands of e-mails from the CRM software. You can sort your customers according to any criteria. Templates for Excel and Word documents. All data from CRM to the documents will automatically be transferred. You can instantly locate the document you are looking for in CRM program. The program will search for documents based on their description and content.

Contact Management and Virtual Office for Network Marketing Professionals. You can track all interactions with clients using our powerful contact management section. Our dashboard will help you stay focused on the activities that move your business forward. Email marketing is a key part of every business today. Our system allows you email your contacts individually, or in targeted groups. You can create eye-catching email templates and assign prospects to campaigns. Your contacts will then receive personalized emails from you. Always follow up with clients and know where leads are in your pipeline. Use our reporting functionality as a CEO to determine which activities are making money and growing your company. Duplication is the name of the game when it comes to Network Marketing. You can use our team management tools to create training programs, email templates, or sample language, and share it with all your team members.

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.

You can efficiently manage your prospects and clients. Optimize your relationships with them and centralize all interactions. Sell more to increase your growth! Manage leads and opportunities, create and send quotations. Automate your marketing activities, create campaigns, manage qualified lead, and align your sales & marketing efforts. You can create projects using customized models, plan your GANTT and schedule. Manage your resources, set up time management, and get activity reports. You can monitor your sales, stock, purchases, and cash flow, and receive performance indicators for your commercial strategy.

Finally, a digital platform for business cards that is both powerful and simple to use. Upload or record engaging video content such as demo videos, explainer videos, real estate videos, or promo videos to captivate people's attention. You can easily share your digital card to anyone you meet via the online user portal, text message or email, social media, QR codes, or aPOS system. To ensure that follow-up meetings are not missed, create a reminder and set up alerts based upon the day and hour. You can easily call, text, or send new contacts via the app. You can also edit existing contacts, add new contacts, or export contacts to your smartphone. When prospecting, conferences, networking events, and social events, you can share your contact details. Attach a document to your digital business card (eBooks, whitepapers, flyers, fillable forms, etc.). Use built-in international messaging to share your digital business card with people in other countries.

Amplify, unlike traditional CRM systems allows EDOs and IPAs manage their entire investor life-cycle. You can attract new investors by building relationships. Engage with investors to realize their potential, and support existing investors through maximising aftercare/BRE. Amplify's intuitive design makes it easy to customize to your service offering with no hidden fees. Our team will assist you in every step of the process, from data migration to training, to system setup and maintenance. This is all included in your license fee. Visual dashboards and advanced analysis tools are available to measure investment & economic growth activity by sector, department, and target regions. Email integration allows users to track activity and communicate with the designated contacts/companies.

The Neetrix®, business software makes it easy to grow your business. Neetrix Contacts, a CRM (Customer Relations Management) system, allows you to store all your prospects, customers, leads, and suppliers. It gathers information from all Neetrix products and places it in one place. Neetrix Accounting is a fully integrated, easy-to-use accounting software that provides period reports, VAT returns, and more. It also integrates with Neetrix Contacts and StoreFront to automate customer billing, job costing, invoicing, product ordering, and sales. Neetrix BackOffice provides a window into the workings of your business. It provides a complete overview of all scheduled tasks, jobs and events that have been or are being performed by your entire team, as well as outsourced contractors.

A CRM is ideal for teams and professionals who want a simple solution that works. Unlimited everything at a monthly cost per user. No contracts. Start with a 14-day free trial. Pareto Systems' best practices can help you attract and keep great clients. Innovative tab navigation system that allows you to work efficiently and quickly. You can track important information about your process and communicate with clients. Bank-grade encryption and geo redundant data centers protect client data. Our support team is available Monday through Friday from 6am to 4pm Pacific Time.

CRM and Deals for Zendesk allows you to manage your Zendesk Support pipelines without having to buy Zendesk Sell. It combines customer support and sales to create a single, unified platform that is omnichannel. Here are the main features of the app: Zendesk Support tickets can help you get sales opportunities View a complete history of all interactions with each client All sales deal information can be centralized in one place Create and customize pipelines to suit your sales process Include product descriptions in your deals Incorporate stages, product details, client data Set lost reasons and subcategories Automately schedule lost deals to move Attach files to your deals Analyze sales trends and lost deals to find out more Easy navigation via a user-friendly interface