Alternatives to Tacrem

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).

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.

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.

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

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.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

GlideCampaign is the all-in one white-labeled app that your agency needs to be successful! GlideCampaign gives you everything you need in one place to capture leads, automate messages, and track analytics. Easy lead capture using our landing pages. Use forms, calendars, surveys, and an inbound phone system. Then, message leads automatically through voicemails, forced calls and SMS. Our platform includes tools to schedule appointments, collect payments, and track analytics. This allows your agency to manage your client's entire marketing campaign in one place. You can easily rebrand GlideCampaign as your own platform and offer it as a service to your clients. It's a great solution for any agency that wants to streamline their marketing efforts and improve results for clients.

Notes, appointments and follow-ups can be made automatically. Our Mailparser integration allows you to automatically enter leads. Book appointments online or by phone for new customers. Sync appointments with Google Calendar. Once you have set up your Google Calendar, all new appointments will automatically sync. With custom proposals, impress your clients. Cork makes it easy to create detailed proposals. Once you have completed an estimate, simply fill in the details and send it to the customer. Customers can sign contracts either on the spot or later via email. Electronic signatures can also be taken from a smartphone, tablet, or laptop. In combination with our online payment feature, estimators can eliminate the need to return to the house twice. Our job schedule will keep your business on track. Set a start/end date and assign a crew. Your crews will be able to see where they need.

Simple CRM displays the Simple CRM desktop immediately after you connect to it. This Office displays, among other things, the day's interactions (tasks & appointments). This Office provides a visual representation of your appointment reminders, so you can see them clearly and precisely. Simple CRM is an online CRM program. It is accessible via a web browser. It works with all devices. A mobile application also allows you to work offline from your phones and tablets. You can manage multiple companies from one Simple CRM instance. This includes the optional Simple ERP module which allows you to create invoices, purchase orders, and quotes. Every day, HaPPi sends potential customers to your sales reps. It searches for potential customers in a "Big Data", (+/- 30,000,000 company record database. This is done based on an "ideal" profile it has created for you.

It is essential to focus on customer relationship management (CRM) in order to run a successful business. It is expensive to acquire customers. Therefore, it is important to build stronger and more lasting relationships with clients. MAP.CRM, a web-based software tool for customer relationship management and automation of sales force, is available. It allows you to track your prospects, leads, and opportunities. This allows you to concentrate on what is most important: building a relationship. Manage clients with multiple contacts, appointments, attachments, addresses, and other information. Flexible reporting system allows us create reports according to your specifications.

Our tag-driven content scheduler will help you create a content queue and automatically recycle your evergreen content. You can quickly adapt the content to each network by writing one post. You can see how your post will look on each platform by adjusting the length, media and hashtags in seconds. Your past creative genius should not be lost in the depths your social media accounts. All content you create can be viewed, edited, and re-used whenever you like. It can be difficult to manage a growing content library. We designed advanced content filters for every view. You can access even the oldest content in just a few clicks. Your advocates can share and engage with your content via email, Slack, Microsoft Teams, or Microsoft Teams. Single-click actions, no hoops to jump through.

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.

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.

Keep track of your appointments and reminders. Engage your leads to create accountability within your team. Use AI to elevate the quality of your emails, notes, and correspondence with clients. Ambivo is the place where business owners go to build a successful business for their teams. Enjoy working with a solution that is all-in-one. Our state-of-the art CRM system will help you close more deals. Let go of manual work with a robust automation system. Our AI empowerment suite will optimize your CRM and business process. Get guidance on nurturing customers, closing deals, or maximizing profits. Automate and improve communication with ease. Customizable widgets help you capture leads more efficiently. Flexible reporting solutions can provide valuable insights. Ambivo is a platform that business owners can use to build a successful team. Ambivo offers specialized modules for real estate and brokerages.

Clocktree video appointments feel almost like meeting in person because of the crisp, clear audio and video. Our appointment rooms are optimized to allow for multiple parties on one call. You can also connect for as long or as you like. Clocktree's unique feature is the ability to share images, notes, and other documents before, in, and after your video appointment. It is easy to schedule video appointments for your clients. You can also allow clients or colleagues to book appointments with your company. You can set your availability however you like. Both parties receive reminders via email or text once an appointment has been scheduled. You can securely keep in touch with clients between visits. Clocktree offers a secure 2-way messaging system that is HIPAA compliant. It is private and secure. Clocktree allows you to send documents, encourage clients, answer questions, or remind them. All messages are automatically saved as part the client's records.

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.

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.

All the tools you need in a single platform. Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more. Automately message leads via voicemails, SMS, email, FB Messenger, and forced calls. Our built-in tools allow you to collect payments, schedule appointments, track analytics, and keep track of your data. HighLevel is a Full-Suite Platform for Agencies. The Platform includes a fully featured Page Builder to help you capture leads. You can create fully featured websites with custom menus using our intuitive platform. All you need to create high-performing, captivating landing pages in one place. You can capture leads via Surveys and capture forms. You can either integrate directly with our page builder, or embed them on one of your own websites. For many businesses, the first step is to request appointments and capture appointments. HighLevel has our own calendar application.

Grow In Cloud provides a free, easy to use, customizable client website where visitors can make appointments, share documents, pay online, and more. Our live web widget integrates easily with your website and allows you to capture leads and take appointments. A live web widget allows you to capture information about new leads, and then increase your chances of converting them into customers by providing an instant response. Our instant notification feature instantly notifies you of any new forms submitted via the live web widget. With Grow In Cloud, you can create and send invoices anywhere. Our easy-to use online invoicing tool will save you time and improve your client communication. With Grow In Cloud's payment solution, you can also receive payments instantly. Grow In Cloud integrates seamlessly with payment gateways like Paypal and Stripe to process payments in multiple currencies at low fees.

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

With 24/7 coverage, you can instantly grow, retain, or engage your customer base. It is fully automated so that you can focus on what really matters. True Lark (formerly FrontdeskAI), offers an AI assistant named Sasha. Sasha can respond to missed calls via text and provide quick, compassionate responses 24/7. It's all fully automated so you don’t even have to lift one finger. Technology should match your business model, not vice versa. You have the freedom to organize your business in your own way. Sasha manages your website and can help you answer questions, book classes, appointments, or connect with new clients. Matching clients with the right pricing option, service and voice in your brand's voice will increase revenue and retention.

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.

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.

Indydesk Sales allows you to manage all your leads and tasks. It covers all aspects of the sales journey, from the lead to the customer. It will help you achieve more sales with less stress. You can easily manage the following activities with our tool: 1. Visualize and analyze your revenue opportunities 2. 2. 3. Integrate your Lead Source and automatically fill leads 4. 4. 5. Pipeline: Prioritize More Leads 6. Invest more effort in leads with high conversion probabilities 7. With ease, you can create, assign and manage tasks within your team. 8. 8. 9. Don't miss your meetings and appointments 10. Save & Customize Your Report DashBoard 11. All your sales metrics can be viewed under one dashboard

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

Mojo Lead Manager: Manage contacts, leads, sales pipeline, and take action using our simple to use lead manager. You can import data, post data automatically from our preferred data partners, or use our custom lead capture form to fill your pipeline. Mojo Dialer: The ultimate prospecting tool by the leader in sales telephone technology. Exclusive copper-based technology delivers unsurpassed call quality and first hellos. Simple calling modes and advanced filtering allow for instant access to the most common sales calling logic. Click to Call for semi manual list and nurture dialing. Automated single-line power dialing for up to 85 calls an hour Automated multi-line power dialing - up to 300 calls an hour Mojo Marketing: Use powerful marketing tools to communicate with your client base, nurture it, and convert past clients and leads. Mojo allows you to create letters, envelopes, and labels that you can schedule and print directly from.

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.

You can manage contacts, companies and projects. Your team will be more productive by centralizing information and files, but with limited access rights per user. You can also use specialized applications to perform certain tasks (such as mass mailings) and by easily coordinating with external and internal people. Your company will be able maintain its knowledge and experience by storing key business processes in templates. This knowledge can then be reused in a way that is constantly improved and updated. Our system can store all your business data, adapting to your data model (number type, name of fields, etc.) without programming. You can also customize the application with forms you can create.

We help entrepreneurs improve their sales through great client management. We offer a powerful tool with a unique pricing structure "Pay as you wish". All client data can be collected. You can add custom fields, groups, tags, and import and export documents. Easy and efficient account management. You can increase the number of appointments you have and improve their quality. Reminders can be used to help you keep track your clients and appointments. You can share the calendar with your colleagues. Adding contracts, offers, files and tasks to your account management system will help you improve it. If your clients have any issues, feel free to contact the customer support team.

AllProWebTools allows you to manage all your clients' contact information and communications (including emails, Facebook messengers, text messages and phone call history) in one app. You will be notified when new leads fill out your website form, invoices are paid, and customers contact you business. Chat with staff allows you to communicate with your staff even when you (or they!) are not at home. Your staff can clock in and out of their phones using the timecard system. It also provides GPS location for each clockin. You can search for customer information and view a complete history of all communications with your team, including emails, phone calls, and facebook messages. Notes can be made on client records. You can also view the tasks your staff are working on, and the clock in and out times.

We offer a complete management system that includes tasks, appointments, sms and email, as well as payment processing, to help you manage your contacts. Non-Profit Membership Businesses and Membership Based Businesses can benefit from recurring contact and fees. You can quickly organize, manage, and track all aspects related to your customers or contacts. Intake forms, website forms and invoicing. Payments processing with ACH and credit/debit cards. Appointment reminders using SMS and emails. Contact Types You can organize contacts by type and add custom contact lists and mass email or SMS to the list.

Many people have trouble with tasks when there is too many tabs and apps open, notifications are ringing at every corner, and too many tabs and tabs open. It can be difficult to keep track of thousands upon thousands of emails and interactions. It becomes even more difficult when you have to fill in endless CRM forms. Instead of solving customer problems, your team members are trying find the last customer conversation. Contact Timeline gives you a 360-degree view of each relationship in real time. Communicate with your client base while keeping a personal touch. You can collaborate, delegate, or see the status of each task from your inbox. Customers don't like it when information is passed around. CIM brings everyone together. You can organize your contacts into groups and apply the Get Things Done productivity workflow for emails and conversations. Everything is just a click away with an intuitive interface. Email marketing is built-in so you can send the same email message to multiple customers. It's also highly personable.

Find out who your clients are. You can improve your customer service processes to retain your customers, understand their needs, and increase their satisfaction. Our system solution can help you improve your business. Our common goal will be your satisfied client. A powerful tool to manage your sales and marketing goals. You can grow your business, create effective marketing campaigns strategies, and plan for the future. Centralize your intra-business operations. Organisation of customers in similar groups that are suitable for reaching. Your CRM can be used to target your marketing. No need to download any applications All information is available in your web browser. One place for data management, one location for storage and fewer problems using GDRP. An account manager might be more interested in information than an acquisition sales representative. Your employees can adapt CRM! A well-organized map report gives you an instant view of your sales team's performance.

CRM adoption is based on flexibility and usability. SpiceCRM not only provides a unique user interface, but it also adapts to the environment and offers a unique user experience. It can be used in any format and time you require it. It adapts to your environment and needs. It can be used on the desktop, tablet, or as a mobile application on iOS and Android. It can be used in Outlook and as part of GSuite. Use it with Lotus Notes. You can adapt it to your business needs if you don't have enough flexibility. Users love to use and appreciate a system's speed. We focus on creating fast, reliable applications that provide an exceptional user experience. Increase user adoption and improve data quality and CRM's value. This system is built on open standards, which allows you to easily integrate. Because you aren't restricted to proprietary standards, you will find resources to support the System.

Transform your drawer of product manuals and other paper documents into a professional digital profile for your homeowners. AxisPointe's HomeProfile software allows you to share, store, and manage all of your important construction documents. This will help you save time and money. You can display information via the internet or create a custom printed booklet or binder for your clients. HomeProfile makes it easy for you to gather and publish all the information that your customers need about their new homes. You can decide which documents will be shared with homeowners and which documents will be kept confidentially with HomeProfile to protect your rights. You can easily duplicate documents using templates. The product library contains digital files of warranties, instructions, and other manufacturer information.

Your data can be put to work immediately. Experience Platform, the core of Experience Cloud products is an open platform that transforms all your data, Adobe and non-Adobe, into robust customer profiles that are updated in real-time. It also uses AI-driven insights that help you deliver the best experiences across all channels. To create and improve real-time customer profiles, you can bring in data from multiple sources. Checkmark Data validation and standardized XDMs make data easier to understand. Checkmark Start personalizing experiences by using your real-time customer profiles. Checkmark Activate profiles across channels and devices with our dynamic identity graphs. Experience Platform offers powerful application services with unparalleled functionality. All customer interactions can be analyzed in one interface. For instant personalization, activate real-time customer profiles. You can create individual journeys that adapt to customer behaviour.

Selling your products or services is easy. You can increase your sales by having great client management. Keep track of your progress and share it with your peers. You can increase the number of appointments you have and improve the quality. Reminders can be used to keep track of clients and appointments. The calendar can be shared. You can improve your account management by adding files, tasks, assets, contracts, offers, files, and files. If your clients have any issues, feel free to contact the customer support team. It's simple! You choose the monthly price you wish to pay for something you like. There are no restrictions on bandwidth or functionality! Our programmers are available to assist you. Add your development request to us and we'll build what you need to make your company successful. We offer first-class customer service. We are available to answer any questions you may have and will quickly resolve your problems.

Travel operators need to be able to fulfill their clients' needs quickly. Travel CRM software allows you to streamline and facilitate the entire task in a single stage. A travel CRM must oversee different aspects of the visit. This includes ticket booking for executives, travel coordination, convenience and everyday planning for board members. Instead of dealing with these tasks on a separate premise, travel CRM software allows you to consolidate them on the main stage. The travel CRM software can manage all the exercises and upcoming appointments. Travel CRM allows you to streamline your showcasing activities and create the maximum number of appointments. Debox Global, an award-winning travel CRM company, helps the travel industry manage its entire operations, starting with Query Management, Quotation, Voucher and Invoicing.

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.

Our automated scheduling system lets customers access your real-time schedule and schedule appointments directly in your shop management system. Steer offers a full suite of marketing automation software that helps build relationships with your customers and increases customer loyalty. Our reputation builder allows you to collect and share reviews from real customers in order to improve your online presence and credibility. Steer AI helps you manage your messages easily without losing the personal touch. Our AI-driven responses allow you to quickly personalize and fine-tune your communications, so you can spend less time in the inbox. Get rid of the hassles of receiving appointment requests via email or phone. Our scheduling software integrates into your shop management system to create an amazing customer experience and save your shop time. Our automotive appointment software makes it easy to manage customer appointments.

Our CRM makes it easy to get more done starting at 8am. It includes shared contacts, notes, files, notes, files, calendars and events. Tasks, reminders and more. Calendar view with single and recurring events, tasks, and private calendars. View of the dashboard with recent contacts, files and notes, upcoming events, and tasks. Every 8am calendar now contains an iCal link, which you can copy and use for synchronization with your favorite calendar software such as Outlook or Google Calendar. 8am now integrates to smartQ workflow management tool. Display your smartQ tickets in the 8am calendar view! You can now assign custom icons to events and tasks. We started with 11 icons, but we plan to increase that number. We have made contacts import from Excel/CSV files much easier. It now supports all parts of the name, handles duplicates, and even allows you to undo an imported! You can attach SpiderScribe mindmaps from brainstorming sessions or Firefly design screens to your graphic projects!

Face Sheet, Admission forms and HIPAA log. Client notes. User fields. Demographics, needs, barriers, source income, history, program participation, and more. Schedule Appointments, Interviews, Reviews, events, paperwork requirements, recurring, followup etc. Integrated day, week, and month calendars to capture, retain, and comply with HIPAA regulations. Views by client or employee, location, program. Field scheduling by Centralized Scheduling (self Scheduling), or Coverage (self Scheduling). You can reuse any word, excel, or PDF forms that you have or that are maintained by regulatory authorities as templates. You can use our templates and wizards to create your own Assessments, Logs Checklists, Consent Forms -- sign on-line. Attach all files, receipts and images to scanners. Review and retrieve files from client secure folders. Perform the same procedure for Personnel.

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.

To profile and generate leads, use personality tests and knowledge questions. You will get +35% higher completion rates if you create and share conversational forms and surveys. Use interactive product recommendations or business calculators to add value to your users. A simple, but powerful format allows you to ask the right questions and increase your data collection. Live polls, quizzes, or Q&A can be used to activate your audience. Increase your profile and generate higher-quality leads. Engage users and boost your content using interactive tools. Increase traffic to your site. Get customer feedback and valuable insight. A panel that is intuitive and easy to use with amazing possibilities. In a matter of minutes, create smart polls, quizzes, and surveys. You can embed and share your interactive content easily. You don't need any coding skills or additional features. Live events allow you to interact with your audience. Participate and become future leads. Create the crowdsourcing platform.

Give your clients an exceptional experience from the very beginning. Send professional invoices to get paid quickly via Stripe or Square, Paypal, Cash App Venmo or Zelle. On one payment page, you can offer payment schedules and contract signing. Bloom's revolutionary task tracking system. Create as many workflows you need to manage your expanding business and see what's next for each project. Sign legally binding contracts to protect yourself. Send contracts in one click or attach them directly to invoices and instant-booking packages. Your final work can be displayed in beautiful galleries, with options to control layout, feedback, download permissions and activity. Booking clients is made easy with the package options, add ons, scheduling, contract signature, and payment collection. Send a link to your website or embed the widget. Bloom is the standard for service professionals. When you're ready, you can upgrade to the complete suite of tools.

Online appointment scheduling software that can be hosted by you. It is ideal for massage salons and yoga studios, hair stylists, photographers, personal tutors, spas and beauty services, and any other business that needs to schedule appointments and manage them. hitAppoint is a powerful online appointment scheduling software with many features. It allows the owner to control the system via a sophisticated admin panel. Staff members have their own space to keep track of appointments and can also use the front-end to schedule appointments for customers. No more lost leads, missed calls, or phone tag. hitAppoint is a website appointment scheduling software that small business owners can use. We offer a reliable scheduler system that can be installed on your website, unlike other online appointment solutions hosted elsewhere. Flexible calendar and agenda views, powerful filters, quick access to both detailed and quick overview screens, and easy access to appointment information.

Agent Accelerator by NovelVox gives agents a 360-degree view to customer information. This allows them to provide personalized customer service and lightning-fast support. This powerful solution dramatically reduces average handling time (AHT) as well as waiting times. It also improves First Call Resolution and customer satisfaction. Agents can use the all-in-one desktop to interact with multiple applications. Customers have a seamless experience thanks to the single interface. Agents can call customers by name using the caller data display, which includes details such as name, address, contact details, past transactions and ticket status. Customers are no longer forced to repeat their requests. Agents can quickly address customer concerns in a personal manner and at a faster pace with all the details. They can also chat with other agents to obtain timely information while helping callers.

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.

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.

Your front desk staff should have the flexibility to manage patient visits efficiently. Before, during, or after each appointment. MicroMD's Practice Management scheduling capabilities allow you to manage your busy workday with ease and precision. You can easily search for an available slot according to patient requirements and staff availability, attach notes, and assign appointment classes. Intelligent patient waiting lists ensure patient satisfaction and productivity by matching the right physician, time, and location. Template-based displays allow you to view appointment schedules by weekday, location, provider, and provider. Schedules are easy to schedule with color-coded views, time slots that can be determined and repeating schedules. Patients can schedule appointments and create appointment requests via the Henry Schein Secure Chart patient portal. Patients who have an account can log into the portal to see which appointment times are available with which providers and then schedule their appointment.