Alternatives to TEAM UP CRM

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

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

Digital Business Cards was born out of a simple idea to allow people to share their contact details electronically without using paper cards. We were a small Irish business that was 15 years old. We were always looking for new ways to connect with our customers and keep up with the latest technology. Digital Business Cards was created out of the need to create a modern marketing tool that is both cost-effective and environmentally friendly. We are sure you will love it because we created it from a business owner's point of view. Digital Business Cards are exactly what they say. Soon after being received, paper business cards are lost or thrown out. You can quickly create your own digital business cards. You can add your company logo, photos, contact details, and social media links. Your new card can be shared with your clients and customers. With a click, the receiver can save your information on their device. All devices that have an internet connection can use this feature.

Features that are tailored to small business needs. Bigin by Zoho offers a set of CRM tools that are minimal in design and built with the highest priority on functionality. This helps small businesses to streamline their sales, close deals faster, and grow. Use web forms to collect the details of your website visitors. You can send and receive emails directly from the product. Keep track of all interactions with your prospects. We believe that every business, no matter their size, needs a CRM. Small businesses should not be excused from using inefficient spreadsheets to manage their customer-related activities. Bigin is a user-friendly, feature-rich CRM that's affordable and packed with features. Bigin is a CRM that removes the complexity of full-blown CRMs. It makes it easy to set up, track daily activities, manage customer relations, and grow faster.

The Lead Management System module is a comprehensive module that manages the entire lead management process. The module covers every aspect of lead management, from capture to assignment to closing. The software creates leads, assigns users, and sends email/SMS to customers. Send your website contact forms as emails to CRM Inbox. The software will automatically create leads. Forward portal leads to CRM. The software will automatically map the lead information to the CRM lead screen. Based on the source of the lead, assign leads to the sales team. The lead assignment will be sent to the sales user via SMS/Email. View the timeline and lead history, including status and updates. The timeline displays lead aging issues. CRM supports product-based sales territories and location-based sales territories. CRM can apply territory rules to user security. Attach documents relating to leads or customers. All relevant marketing material should be kept in one place.

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.

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

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.

BluWave CRM is user-friendly and will be a great asset to your sales team. BluWave cuts down on admin tasks by 37%, allowing you to spend more time with prospects and customers. Companies that have great customer relationships are the best. Engage more customers. You can communicate with customers via a variety of channels, including email, telephone, and face-to-face. Strong customer relationships are key to overcoming your competitors. Get a 360-degree view of all your possibilities. Sort and rank according to your criteria. Align sales efforts with your business strategies. Superfast CRM SQL Database Engine, based in South Africa. Extremely user-friendly. You can crank up your sales at incredible speeds. Bluwave CRM is compatible with all accounting and ERP systems including Syspro, Sage, AccPac, Pastel, Sage and AccPac. BluWave Service provides complete incident tracking. Manage Service tickets, jobs, customers equipment, and teams of technicians.

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.

One solution is designed to address the many differences in the types, distribution channels, interested persons, and intermediaries involved in each line of business. One portal to quickly find client, prospect, and third party information. It also streamlines portfolio setup and maintenance. There is a bidirectional interface to many portfolio accounting software systems. You can also import from sponsor platforms. Outlook's Heads-up CRM data and document collection keeps you informed without leaving Outlook. You can quickly set up meetings, review/take notes, view history, reminders, and much more. When users can customize the interface to suit their preferences, user adoption is higher. Social interaction can be used to drive client relationships and referrals.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Finally, a user-friendly, industry-specific CRM. Ryse allows businesses to track every customer touch-point, from social media channels and call centers to measure customer buying behavior and provide insights on customer needs. Get a complete picture of your customers, including their purchasing patterns, interactions with support, fulfillment, orders delivery statuses, and other activities. Ryse can be used by sales teams, call centers, retail environments, and integrate with other systems. No matter where your customers may be, we have you covered. Each customer interaction is neatly compiled into an easy-to-read timeline. You can get a complete view of all activities without spending hours manually entering data. You can create custom fields and segment customers as you wish.

WhatsApp, SMS, Email, and other messaging applications can help you increase revenue, improve productivity, and reduce costs. With document uploading and preference collection, you can enable check-in via weblink before guests arrive. Upgrades, F&B and other amenities can be offered before arrival as well as during the guest's stay. Share all the information you want with your guests on your hotel's web app. Send guests a checkout notification, share the invoice and let them pay and checkout directly from their room. Segment and personalize offers to increase rebookings, and marketing revenue. Track guest requests to complete deliveries in record time. Keep everyone in your department informed of what is happening.

It is easy to use, reliable, and efficient for managing energy installations. Unique platform that allows you to combine all types of operation (insulation heat pump, VMC and photovoltaic panels, among others). With 360-degree views of your customers. Your customizable dashboard makes it easy to clearly display key performance indicators. Fully integrated enterprise software and tools make collaboration easier. Making mistakes can cost you money. Stay ahead of the curve with the right processes and the right tools. All of your business information is available in one place. You can manage your business from anywhere! NeoCEE lets you manage all your processes, from the creation of a client to the completion of the project. Installers and managers can share customers with NeoCEE. Our solutions foster communication between all partners. Thanks to our expertise in digital management and process administration, we can customize the CRM to suit your work style.

Profits and revenue will increase. Improve operations. ServiceCheck's engagement tool will help you to improve engagement and gain valuable brand insights. Your customer will receive an exceptional omni-channel experience, while protecting your brand and increasing efficiency. Our intuitive, user-friendly contact center software can improve efficiency and effectiveness. It can be configured to meet both brand and local needs. Our highly-trained staff and support team have been providing 24/7 solutions to customers for over 30 years. We offer a single, unified experience across all channels, including web, mobile and digital, as well as phone, email, and social media. Let your customers do it. Our team will enhance your self-service system using our best-in class web solutions and brand insight.

Capitol Canary provides a comprehensive digital engagement platform and communications platform for grassroots advocacy and public affairs. Our user-friendly, innovative tools make participation in government possible in the digital age. Since 2013, the world's most prominent associations, companies, and nonprofits have used our software for their advocacy programs and to support their public policy goals. Our clients have launched more than 22,000 grassroots advocacy campaigns, which have generated more than 45,000,000 connections with legislators. Our platform offers solutions for grassroots advocacy and strategic communications as well as stakeholder management.

ezeeCRM - Enhance your sales with a pleasant selling experience Automate your sales process, from "Hello" through "Closed Won". Engage with your audience at every opportunity. Reach out to the people who are most interested in buying from you. All your data and files should be kept in one place that is relevant to your customers. This feature allows you organize your contacts into groups or into any context you choose. With customized dashboards and reports, users can view statistics in a highly visual and engaging way. A robust module for creating reports. It can create Graphical, Rows & Columns reports from any module in ezeeCRM. All of the automation and organization of an email client is now available within your CRM user interface. You can chat, SMS, and send customer support directly from the UI.

All your tasks, files, projects, customer communications, team communications, and other tasks can be managed and automated from one platform. When sales inquiries are sent to an email address, automatically add tasks to the right users. Add email attachments automatically to cloud storage. When an email is received by a user, create tasks. When an email is received, it will automatically change the status of prospective clients from cold to warm. Automatically change the status of prospective clients from cold to hot and add a task for a follow-up mail. If the first sales representative is not available, the task will be automatically added to the next sales team member. With one click, you can convert any email into a task. In one click, any email can be converted into a discussion thread. You can also share it with your team. Files that are shared in real-time via chat are automatically added into your DynaDo cloud file storage.

SalesOutlook's Outlook CRM integrates with Microsoft Outlook to provide a complete customer relationship management (CRM), and email marketing system. All customer data is automatically synced to our Outlook-based CRM. SalesOutlook CRM relies on Microsoft Outlook to save all files and email correspondence. There is no need to have a dedicated MS SQL server database because all data is saved to the contact's profile. SalesOutlook Outlook CRM's intuitive interface offers a variety of features that optimize the user experience. You can drag and drop contacts into different lead categories such as "Opportunity", or "Customer Inquiry" right from your email interface. Right-clicking on a customer's name will give users instant access to contact information. Our Outlook CRM is a specialized system which builds on an email medium that is frequently used to create a CRM that optimizes user efficiency.

Comarch CRM for Telecoms, a user-friendly software system, is designed to help customer service representatives create unique and personalized relationships with customers. Comarch CRM for Telecoms is a powerful tool that makes life easier for its users. The data is organized for easy and rapid access. You can offer personalized products, provide superior service, and respond quickly to orders and inquiries. This is all possible with a 360-degree view of your customers, which is always in context and in real time. Comarch CRM is a key component of Comarch BSS. Comarch CRM automates key sales, marketing, and customer service processes. It is pre-integrated with the other Comarch BSS/OSS products. The system features a user-friendly GUI and advanced tools to support daily sales and back office operations in accordance with the "one desk-full service" concept.

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.

Softland CRM (Customer Relations Management) will enable the commercial areas of companies streamline the processes for prospecting, monitoring, and closing sales with an intuitive, simple, and intuitive solution. 360deg view of client, visualization of interactions and sales processes, contacts, documents, and other relevant information. All of it on one platform. You can design and manage key processes like order taking, opportunity follow up, contact prospecting, marketing campaign management, etc. You can do more in a shorter time. Softland CRM connects easily with our ERP so you can synchronize your list of customers, products and orders, as well as sales statistics and collection portfolio. You can monitor your activity in real-time. You'll know exactly how your team performs compared to sales targets. You can work your way. CRM is accessible via a web browser from any location, anytime.

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

We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease.

Learn how your team can process orders, requests, automate marketing, and analyze results. All orders from all sources are compiled into one list and distributed among operators. Each customer has an overall communication history regardless of the channel. Triggers automatically assign tasks to employees, send messages to customers, and modify their data. Operators work in one window mode. It is not necessary for them to leave CRM to view stock balances, issue invoices, or arrange delivery. Collect customer data from all sources within CRM. This data can be used to segment the base. For increased repeat sales, set up automatic rules. Segment-based personalized mailings can be sent. Communicate with customers using messengers in CRM interface. In just 2 clicks, you can view all previous information about customers. In CRM conversations, you can create orders directly. Built-in product catalog allows you to check stock availability.

EdgeTier empowers a new generation to achieve the impossible: dramatically improve efficiency, transform agents into superstars and make the unknown visible, with a near-magical ease. Improve customer experience by responding to changes and trends in real-time, rather than after they have occurred. Real-time alerts on important changes in customer conversations. Allow your team to focus on what they do best - engaging customers. Let AI organize, categorize and tidy up each conversation. Improve your team's effectiveness by coaching them and improving their performance with each interaction. Stop relying solely on spot checks. Get a true picture of each team member's performance in ALL of their conversations, all the time.

Nexgen Customer Relationship management System (CRM), a data-driven solution, is designed to increase the customer base of partners by managing and maintaining customer relationships. It is one of few CRM's that offers a simple, yet customizable CRM platform to maintain a long-lasting relationship. Nexgen CRM is specifically designed for financial institutions. We are focused on streamlining financial workflows, and generally offer better integration with accounts. It is easy to use and navigate. Calendars work in conjunction with the contact database, allowing you to schedule meetings with clients.

Our solution can be easily integrated into your existing POS systems and other customer acquisition channels. This eliminates the barriers for brands to identify, capture, and collect customer information. You will be able to use the consolidated customer data from different engagement touchpoints to gain insights that will help you satisfy, impress, and re-engage customers at every stage of their journey with your brand. You can act in real-time with personalized targeted communications via email, mobile and social media. With a single view of your customers, you can use the right tools and engagement methods for increased revenue, loyalty, and advocacy. Integration allows your brand to have a single view of your customers, their journeys, and your engagement ROI. There are many APIs that you can use. Our CRM and loyalty solutions allow for targeted and personalized marketing based on actionable insights. This results in timely and relevant engagement.

Cogmento offers free CRM, a cloud-based solution that automates sales force automation and customer relationship management. The world's best CRM software helps you convert leads into customers faster. You can quickly grow your customer base, find new customers, and close more deals from anywhere. You can quickly follow up with leads and identify key contacts. All details of sales are displayed in a customizable, comfortable view at the touch of one button. You can manage your pipeline and increase your sales team's efficiency. Every customer is supported on every channel. Personalize customer service, speed up cases, and provide support wherever you are. To help customers quickly, organize all your support channels and customer information onto a single page. This will allow you to route questions to the right agent and assign work based on expertise and availability. Engage your clients and build relationships. Personalize your email marketing and engage with influential social network marketing.

The new contact methods are key to digitizing your business. Trustworthy contactless business cards. You can send your client a personalized URL for a name card via email, SMS or WhatsApp. Send your URL for your name card URL to Zoom, Google Meet, Skype, and other online meetings. Your client can scan the QR Code and get your e-card instantly by showing it to them. A customized website to display contact information for your employees. Multiple organizations can be supported by a single system. Each organization can personalize its branding and data. Our software is free to deploy on your server. You own your data. Responsive software that looks great. QR Code to quickly scan and share. One click to add contacts, call, send email and show maps. Each employee can have a unique URL (e.g. CEO, CTO, john-doe, etc.) Your name card, your domain. Search engine indexing is prohibited. Protect your information. Each card created has a page view statistic.

Altcraft Platform is an Omnichannel CDP. Distributed as a private cloud, or on-premise software. - On-premise deployment allows you to tailor the software to your business needs. Cloud offers an account with tariffs that are based on customer profiles. FEATURES Collect customer profiles - The entire history of actions Multiple resource subscriptions - Location & device information - CRM & SQL Data Integration Customer profile 360 analytics Automate marketing workflow - Customer journey - A/B/n Test Tools - Content personalization - Static & dynamic segmentation - Web and messaging event tracking - Transactional messaging Easy and powerful email builder Communicate via digital channels - Messengers SMS Marketing - Rich mobile and Web Push - Banners, social and custom channels Forms Analytics in real-time - Pixel goals - Cohort analysis - Audience growth report - Interactive conversion funnels Summary reports

Transform your uncoordinated interactions with customers, employees and third parties into exceptional journeys to drive in-year returns. No re-architecture required. OvationCXM connects internal and third-party silos to unlock a unified view on your customers' interactions, wherever they happen in your ecosystem. Share a common view between multiple organizations to ensure seamless customer journeys. Messenger is a multi-component digital platform that includes webchat, phone, SMS and more. It provides precise answers and delivers them directly to users. To deliver highly relevant, tailored and specific information to teams and users, train AI models to be tagged to specific knowledge. Smart Buttons and deep links on screen will help you meet your customers where they are.

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.

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

Every channel can be turned into a revenue stream and help drive business growth. Automately capture leads and sales enquiries via websites, emails, social media channels, phone calls, etc. The key to any business' success is the management and monitoring of its sales pipeline. Visual pipeline allows you to keep track of all the deals at different stages. 360deg customer view in one screen Communicate with your contacts via multiple channels. Access the conversation history of every contact. Focus on the important stuff and let the rest go. To automate follow-ups and assign deals to users, create rules and workflows. PipeCycle can be connected to other productivity apps. Find Leads near you, capture their location. Capture team members' locations automatically and view them on Map.

Increase your customer satisfaction and get more customers. A visual and user-friendly CRM system can make your everyday work easier and more enjoyable. Lime CRM is a CRM-system you will actually use. It has everything you would expect from a CRM, including contacts, history notes and to-dos. But Lime CRM can do so much more. We have 30 years of experience in the industry and know a lot about what CRM systems are needed. We have designed packaged solutions to meet industry-specific needs. Do you use other IT systems in your day to do your job? No problem! Lime CRM can integrate with almost any system. This allows you to see the entire picture and complete customer view in one place.

CardZap is a revolutionary digital business card platform that empowers professionals to create, share, and manage their contact information with ease. In a world that increasingly relies on digital connections, CardZap offers a modern and efficient solution to traditional paper business cards. With its intuitive mobile app and robust features, CardZap transforms the way professionals network, connect, and establish their professional brand.

Our CRM software for financial advisors helps you build deeper client relationships. Equisoft/connect, formerly Kronos Finance, is a web-based CRM system that was specifically designed for financial advisors. It allows you to centralize all information about your clients' investments and insurance. It's also a powerful productivity, sales, compliance, and marketing tool. Spend less time searching for client data and more time interacting with clients and prospects. Equisoft/connect allows you to access the information of your clients in one application. This means you don't have to switch between multiple systems to track their data. Equisoft/connect allows you to view and send emails to your clients, manage appointments, and track documents.

Automate your LinkedIn profile searches and imports to simplify prospecting. The first step in any business is to find and engage with the right people. Without proper automation, browsing social networks can be frustrating and time-consuming. In just one click, import in FULL (not just Name, Role) hundreds, if not thousands, of potential leads. LinkedIn will not track you and allow you to do more than regular users. You can view a profile and import it into your Jobin repository by simply enabling Auto Import. You can seamlessly merge everything, so you don't end up with duplicates. LinkedIn profiles are full of useful information. However, they don't always have all the answers. Emails, phone numbers and other social media profiles are often kept private or not mentioned.

Leadscore is the perfect sales tool to help your business grow, from early stage lead qualification through closing multi-million-dollar deals. Don't let marketing intimidate you. Leadscore makes it easy to reach more customers with the right message every time. We specialize in customizing. Leadscore can help you create the perfect CRM for your small business. Leadscore uses visual pipelines to provide a consistent user experience across the platform. Leadscore allows you to view tasks, lists, deals and other information in a pipeline view. This will ensure that you work in a consistent way. You can create personalized email campaigns to send Leadscore. Keep up-to-date with real time notifications for email opens and link clicks.

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.

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.

Salesinteract is an interactive CRM which allows you to involve your contacts in the sales process. Salesinteract gives you a clear dashboard that allows you to follow up on tasks quickly and share presentations with your contacts. Important push notifications are sent to your dashboard when prospects or customers are promoted to your contacts and when files are viewed and how frequently. Your relations get a dashboard that allows them to see information about your company, files, presentations, and offers. The communication center allows you to communicate 1-on-1 with your relations, which can help create a deeper personal connection. Salesinteract will recommend motivational quotes based upon your progress in helping you reach your goals.

You can either manually enter your contacts or import them. The CRM will automatically match fields and check for duplicates. You can either manually enter your contacts or import them. The CRM will automatically match fields and check for duplicates. Standardize your sales process with sales scripts, email templates, workflows, and sales scripts. View your sales pipeline, forecast, and share sales material. To determine the effectiveness of your campaign, mass email up to 5,000 emails per week and 150,000 per month. You can easily view open rates and click-through rates as well as bounce rates. To save time when changing documents, organize mission-critical documents.

Veras Extend is a Customer Experience Application. Deliver a seamless, unified customer-facing strategy. mPOS CheckOut Anywhere. Veras Extend acts like "another register", natively using CheckOut’s ERP, CRM, and payment integrations. Platform flexibility with iOS and Android. Associates receive the same pricing and promotions as for seamless operations. You can either complete POS transactions or suspend/resume on a standard register. You can easily add an in-store register or operate a mPOS at any event. Veras Affinity Clienteling. Veras Affinity uses an extremely responsive engine. Direct associate input, unlike any other clienteling solution strengthens the data and trains AI to make smarter sales recommendations. Endless Opportunities, Endless Aisle. Associates can search the entire global catalog of your vendor catalogs to show product availability and relevant promotions. They can also recommend similar items to customers in-aisle.

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).

Your first client is the most important! Fill in their name, email, and choose a profile picture if you wish. Then hit create! Our appointment system allows you to view all of your appointments, past and present. You can view all your appointments for the day, and see who they are with and what their reasons are. Attach notes to the appointment and we'll attach it to your client profile. This is the heart of tacrem. Client profiles let you view all past appointments, projects and applications. You can attach images to your client, view the original application, schedule your next appointment, or update the status of a piece. Our application system allows you to customize your application form to ask only the questions that are important to you. You can embed our application form on your website, or simply post the link we provide in your instagram bio.

You will experience the best in mobility, security, integration, and personalization--deliver the best customer service at every stage of the customer journey. Send emails from Dataview, or report results to Office 365. Contacts and calendar items can be sent from Dataview, or reported to Office 365. You can also integrate Office 365 items (emails, calendar, contacts) with Saratoga CRM Thin Client records. Access to Saratoga data is possible via Office 365 connectivity. After drilling down to the records in reports, you can view attachments without saving them to your device. You also have greater search customization. To ensure that colleagues have the most current data, you can automatically send them as PDFs or email attachments directly from Saratoga Rich Client to them.

Answerbase makes it easy to create your own Q&A platform. Answerbase is an online community for Q&A, customer support, and ecommerce. Answerbase allows businesses to allow users to ask questions, get answers, and find relevant content to help them understand certain products or services. The system supports a variety of tools including Q&A widgets, widget builders, content moderation, management tools, categorization, tagging, insights, and analytics.