Alternatives to easygrahak

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

CompanyHub is a cutting edge customer relationship management (CRM), software that integrates Sales Bots. It helps to manage leads and sales pipeline activities. CompanyHub integrates email tracking, scheduling, and reporting technologies to provide a smart CRM solution that allows sales teams to work together from a single platform. CompanyHub is customizable and easy-to-use. It helps you build strong relationships and win more business by nurturing leads, reminding clients, automating alerts and creating follow up tasks for contacts.

iTours is an ERP software solution that is specifically designed for travel businesses. It simplifies all aspects of travel. iTours' top features allow travel companies to manage and grow their business. iTours has many advanced features that allow travel agencies to manage their business in an efficient and easy way. iTours' travel ERP software automates many back-office activities related to travel business. It is user-friendly and efficient. Using iTours CRM, travel companies can manage their inquiries, follow-ups, quotations and alerts-reminders. iTours' B2B feature makes it easy to manage suppliers. Accounting feature allows for easy management of payments, receipts and invoices, sales, purchase, payment, cheque related information, tax, quotations, and many other things.

C-Venture is a sales enquiry management software that can be used to manage leads, follow-ups and quotes. It also allows you to manage sales orders, Manage invoicing, Proforma bill, Delivery Notes, and Manage Invoicing. C-Venture also includes Customer Support Management, which makes it a complete Customer Relations Management Software. CRM that covers all aspects of business. C-Venture's Purchase Management System is unique among all other CRM's.. CRM that can meet all business needs. Mail to Sales enquiry and mail-to Support ticket features make it easy to track emails. All enquiries and leads can be managed by sales executives. They can also manage customer contact information. All enquiries can be viewed and responded to by Sales Coordinators. Sales executives can view and respond to all enquiries. Automated daily report per sales executive based on follow-up data.

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

HelloGTX is a prestigious travel software that allows travel agents and tour operators automate their day-to-day activities. A Travel CRM is customer relationship software that helps tour operators and travel companies to manage their leads and convert them, improve sales efficiency, streamline follow-ups, and expand their customer base. Software that is specifically designed for both DMCs and TMCs. helloGTX is a cost-effective software that is tailored to all types of travel partners. It is very user-friendly for different Travel Partners. It allows them to organize their corporate and customer data, initiate payment request, allow invoice generation, quotation generation of contracted suppliers, and facilitates sightseeing and transfers.

MaxCustomer is a simple-to-use Customer Relations Management (CRM), system that allows businesses to analyze and increase sales through the effective management of revenue opportunities, customer relations, and sales growth. MaxCustomer enables clients to manage all aspects of customer relationships from one page. To improve our clients' businesses, we ensure they get the best of all the following benefits. MaxCustomer is the best CRM solution for you. You can track your leads, sales and provide real-time reports to allow you to monitor the status at all times. You can identify and prioritize customers who need more attention to retain their trust and avoid losing them. Give your reps the ability and tools to convert leads into new customers by following-up with them.

Delta Sales CRM is a sales management software that allows you to manage all aspects of your sales cycle. It can help you manage customers, leads, invoices, and sales activities from one platform. Your data will be safe and your leads will stay organized. Customer relationships will be enhanced if you pay attention and respond promptly. Automate repetitive tasks and save time. Double team communication with a managed sales pipeline, reminders, and notifications. You can track and have a better understanding of lead sources, which will enhance your decision-making. Sales would be increased if you have organized information, timely communication, and follow-up. You can save 20 hours per month by storing all customer and lead data in one place.

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

SalesTracker is an easy-to-use sales lead management software that allows you to manage leads and follow up. Excel or spreadsheet management has its limitations. There is no central management and less control over data because it is scattered across different folders. Because the information is managed by different stakeholders or managers, it is difficult to collaborate and generate reports, analytics, etc. SalesTracker allows you to centrally and systematically manage your lead data. It features an intuitive and easy-to-use interface that allows you to focus on the actionable lead for faster and more timely actions. You can manage multiple follow ups, capture regions, create quotations, and track stages. It provides all the necessary features to effectively manage leads and increase productivity.

The Customer Relationship Management allows you to automate your responses, respond more quickly, send targeted messages and keep track. Statistics gives you relevant data in real time. You can quickly and easily create custom statistics to meet your needs. WebConnector allows you to integrate online forms, shop articles and online bookings into any static or CMS website. Autopilot customer acquisition! Automated follow-up emails (FollowUps), and personalized emails increase sales by 200 to 300%. Factura makes it easy to manage orders, invoices and delivery notes, reminders, and articles. Automate your work processes to save time.

Simple CRM software that allows you to follow up on your potential customers throughout the enquiry/sales cycle, create and share quotes on the move, manage projects, tasks, and job works with ease, and even send invoices quickly. You will be more productive and spend more time on growing your business. You only need to enter your username and password to access our infrastructure. Our extensive algorithms and countless lines of code help the dashboard learn from you and adapt to your needs. It provides important information about quotes, estimates, invoices, and other relevant information so that businesses can make informed decisions. A mobile-friendly, visual UI gives you a 360-degree view on all your deals. Each deal can be tracked, logged and followed up on by your sales rep. Setup product/service SKUs, quickly create estimates, and share them with your customers for approval.

Whiz Sales Customer Relations Management (CRM), is designed to encourage collaboration and streamline processes for sales teams. This will result in increased productivity and faster sales cycles. The fully mobile application is easy to use and implement in just a few days. Whiz Sales allows you to manage all your leads, customers and contacts in one seamless environment. These highly customizable dashboards allow you to view real-time lead status and monitor customer follow-ups. You can also send customer greetings. With these highly customizable dashboards, sales teams can keep track of their leads and follow-ups with timely reminders for events and tasks, emails, and other messages.

Kimoby helps you communicate better with your target audiences and increase your business productivity. You can support your customers by answering their questions promptly and exchanging information via text message or multimedia messaging. Automate repetitive communication tasks such as order confirmations and service updates, reminders, approvals requests, and friendly follow ups. All your appointment confirmations, cancellations, rescheduling and rescheduling can be managed in one user-friendly interface. You can increase customer retention and sales by sending detailed inspections or diagnostic videos in a timely, efficient manner. With Kimoby's video feature, you can build trust with your customers as well as improve customer satisfaction. Send personalized feedback requests. You can immediately act on the visual insights you get by analysing comments in real-time.

CRM.io has powerful features that streamline business management. AI Agent simplifies data inputs through conversational inputs while Copilot uses AI to enhance lead enrichment and match. LinkedIn Automation allows for bulk data downloads, RPA actions and AI Cadence personalizes the follow-ups on multiple channels. Lead Enrichment verifies information such as phone numbers and emails, while AI Email Bot manages inbound emails. Tools such as Contact Management, which organizes customer data, Sales Automation, which transforms sales processes, and lead scoring, for better targeting, are essential. Sales Analytics and Deal Management optimize the pipeline tracking while the CRM Chrome Extension allows for quick lead syncing. Document Management centralizes documents for easy access. Telephony App allows voice communication and transcription with recommendations, improving overall business operations.

The best automated CRM solution for managing fitness studios. LoopSpark is the best software to convert, retain, measure, and grow your client base. LoopSpark's automated communication system ensures that no client is left behind. Your staff can turn potential opportunities into value with assignable and trackable staff task management. Spend less time at the desk and more time with clients! LoopSpark's dashboard makes it easy to involve your entire staff. Automate repetitive tasks, keep your staff engaged with an organized tasking system, and identify opportunities using behavioral audience segmentation. Real-time, targeted reporting. Get a better understanding of your customers and provide personalized relationship building.

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.

eXert CRM Software, a web-based CRM software, combines sales, support, and planning to reach the target audience. This allows for a better understanding of where the enterprise stands in terms lead generation, follow up, bucketing, and forecasting about the various products or services offered to end users. eXert CRM Software is a web-based tool that offers the latest integration features and is tablet/palm/device-ready. eXert CRM software was designed to reflect the current lifestyles and trends of the target audience. The 360 degree integration through quotation/orders would increase efficiency in client/customer management.

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.

Sales1440®, a tool for builders, provides lead management, automation, and customer relationship management (CRM). You can easily manage the entire sales process, from start to finish. Track new leads, automate follow-up, track customer lots and manage floor plans and option selections. Create dynamic sales contracts automatically. The intuitive navigation guides staff through every step of the sales process, tracking sales leads and making sure no opportunities are missed. Track progress throughout the sales process and capture new leads. Your staff will be equipped with the tools they need to follow up with prospects and generate sales and marketing reports that can be used to fine-tune strategies and marketing campaigns.

Combining the power and flexibility of PSX with CollisionLink and RepairLink data, dealerships can take control of their parts business by providing actionable insights and easy-to manage customer information. Visual, interactive dashboards that allow you to track the performance of your parts department. Track and monitor all sales activities. Schedule follow-up communications. With dynamic filtering and reports, you can make informed and proactive decisions. Track key data points and create automated reports based upon user-defined criteria. Receive automated reports and notifications on sales activity, as well as follow-up progress. All the tools you need to guide wholesale growth and put your analytics into action.

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

Mobile users love the sales platform. We believe customer management should not be complicated and mobile. We have created a sales platform that requires minimal data input and produces high-quality output to help you increase your sales. You can get accurate sales forecasts using dynamic and multiple processes that are focused on activities. Marketing automation integrates with the web to generate leads from emails, social media, campaigns and web. Salesbox adapts to your performance and behavior to help you reach your sales targets or remind you when you are behind. You can delegate tasks and leads to colleagues or create ticket lists. Ask for help if you get stuck. To track all customer communications, call Salesbox or email it. After each call, get guidance. You can manage Salesbox using your voice. Add notes, tasks, place calls, get routes etc. Voice commands

You can increase your revenue by systematically managing enquires. Track sales team activities and know where they are. Track bottlenecks to improve operational efficiency. Create jobs, assign tasks to individuals or teams, and assign them related tasks. Keep your books current. Keep track of income, expense, payment and account receivables. Always be ready to lend. VoltusFreight Freight Finance can help you grow your business. Your customers can share, enquire, get quotes, chat, negotiate and finalize quotes. They can also share POs and track shipment. Keep in touch with your partners agents. Send a quote request, get rates, chat, negotiate, or close the deal. Increase your digital web presence and platform presence. Increase your visibility in customer directories and generate more leads. Digitize your Freight Business with custom-built freight forwarder applications to meet all your business automation requirements.

Our award-winning CRM platform helps you increase revenue, foster customer relationships and analyse performance. webCRM assists your sales team with real-world tasks. It tracks the day's tasks and remembers follow ups. It quickly creates call lists or segments e-mail broadcasts. These are just a few of the many features that allow you and your team to spend more time with customers. It is now easier for salespeople on your team to remember important follow-ups. The task management page on the homepage gathers all the tasks for the day. You can quickly analyze data and create reports that you can present to the sales meeting. You can also use the analysis tool for segmenting e-mail broadcasts. Reduce duplicate work in the accounting and sales departments. WebCRM allows you to sync data from your ERP system. A new system can only be successful if it is used. Experienced salespeople create webCRM.

Donarius®, will make it easy to keep track customers, sales, leads, and accounts receivable. Track sales, track customers. Print invoices, email invoices as pdfs. Lead follow-up to get customers. Customize your customer types and customer characteristics. Avoid duplicate customers by checking for duplicates.

Build Formula assists with every stage of the build, from sales and project planning to material tracking, client communication, and material tracking. This comprehensive solution has been designed to meet the needs of the Real Estate industry for managing construction projects. Complete Sales Management allows you to manage and grow your customer relationships. It includes tracking, data visualizations, sales and more. Build Formula is your partner in creating amazing customer relationships. You can now close more leads using a simplified process. Your business is built by your system. Automate your construction process, increase productivity, and create an organized future for you real estate business. Process Build for Your Business.

karmaCRM can help you build better customer relationships. It will increase clarity and efficiency, which will allow you to develop better customer relationships. karmaCRM, a fully customizable Customer Relationship Management platform, is packed with features that allow you to close more sales, know your customers, optimize workflows, plan and organize tasks, and simplify and optimize workflows. These include automated reminders and templates, easy access to information and history, calendars, task management, email templates, mass email distribution, and many other features.

Tangerin CRM can help you achieve high commercial performance for your sales team. The customized solution that will help your company sell more. Complete CRM software online with commercial automation. You can monitor the performance of your sales team, and your sales remotely. Tangerin is an intuitive and complete solution for perfect Relationship Management between your Client and you. Tangerin CRM Software allows you to manage all aspects of your company's business, maximising your sales potential. The Tangerin software uses a unique methodology that eliminates the need for multiple systems and focuses on linear processes. Our goal was to innovate and improve the performance of your sales process. Tangerin gives you total control, so you can access it from anywhere. This allows for more flexibility in your cash flow and a higher rate of profitability.

HelloLeads, a cloud-based, mobile-driven enterprise-class lead management, lead capture and lead tracking solution, caters to both B2B and B2C users. This sales management/contact management software is designed to transform and solve the pain of sales professionals in managing lead information and scheduling follow-up sales calls. This comprehensive lead management software helps you to manage, engage and convert your leads. HelloLeads provides deeper insights into prospects and drives rapid lead response. It also helps sales teams improve their selling discipline. This smart and simple lead management solution gives you the tools and capabilities to engage with leads and potential clients at all opportunities, including trade shows, exhibitions and field sales. It offers both web-based and mobile (Android, iOS) lead management for large-scale teams of salespeople.

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.

One platform that allows you to manage all aspects of your sales, marketing, client, projects, and team. Software that is powerful, affordable, and easy to use for your business. The visual sales pipeline encourages you to take action, stay organized, and keep control of the complex sales process. You can easily customize your sales pipeline, filters and contacts to suit any sales process. You can track hours worked and improve the productivity of your team. Our mobile apps allow you to access your deals, tasks and contacts even while you're away. You can schedule and track meetings, tasks and milestones for yourself or your team members. You can collaborate with clients, partners, and your team. You can choose to keep it private so that you control what clients (and your team members) see. You can manage all contacts from one place. This will allow you to have a clear overview of your contacts and help you build better relationships.

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.

Gold-Vision CRM is a customer relationship management platform that helps you win more clients and improve client satisfaction. Gold-Vision CRM modules can be used for marketing, sales, support, events, and other areas. All sizes of organizations can use Gold-Vision CRM. Two of the core features of Gold-Vision are automatic tracking and synchronization emails. The dashboard allows users to access valuable customer information and can be used to analyze it with Gold-Vision CRM.

Starter Suite is the all-in one suite of marketing, sales and commerce tools that you need to succeed. Get the power and simplicity of the #1 CRM in an easy-to-use, simplified suite designed for growing businesses. Starter Suite allows you to organize data quickly, manage customer relations, and gain valuable insight into your business. It's an easy-to-use, powerful CRM suite with built-in guidance and social sign-on. Use premade, customizable templates to nurture relationships with prospects and customers. Use the built-in analytics feature to review performance and deliver marketing content that is effective. Segment your audience intelligently based on actions and behaviors by combining your customer data from marketing, sales and service. Segmentation allows you to build lasting relationships with your customers through personalized, relevant and timely messages.

Saleswah CRM goes beyond being a contact management tool. Saleswah CRM is for you if you sell to other businesses, want to set targets, manage territories, have multiple touch points and decision-makers, or if your organization has many customer facing roles. Saleswah CRM is centered around the accounts (companies that you sell to) and contacts (employees). Upload, de-duplication, merge duplicates, tracking and grouping activity history against each is easy. Saleswah supports both "Line functions" and "Staff functions". Salespeople can be organized in a linear hierarchy. You can also have marketing people, call centre staff, and commercial people who do not have sales targets. Hierarchies are used to organize the line functions (sales). Hierarchies serve two purposes. Hierarchies serve two purposes. Two, to establish reporting relationships, approval rules, and other requirements.

SAIBAOnline, the Enterprise Resource Planning software, streamlines and synchronizes different departments of an insurance broker house into one software system. It is a central repository that contains all the information shared between departments. This allows for a seamless flow of data throughout the organization. - The system's salient features are: The software application is accessible both internally and through the internet. SAIBAOnline has a number of prominent features. 1) Provide a complete solution from Customer Relationship Management to Claims Management 2) Integrates with online platforms. Quote and policy management tracking automated workflows. 3) Robust CRM Tool with easy integration, remote access and lead generation with tracking. 4) Comprehensive Management of all Policies Strong Renewal Management System 6) Efficient Brokerage & Claims Management System

Kemo SaaS, an all-in one marketing and sales software, is designed to streamline workflows for businesses of any size and improve results. It has a number of features, including: Website builder: Create your own website to showcase and capture leads for your business. Create surveys and forms to collect data about potential and existing clients. Chat widget: Chat in real-time with website visitors to answer questions and convert prospects. Sales funnels: Design funnels to guide customers through the purchasing process. Analytical reporting: Measure key metrics to improve your marketing strategies. CRM: Manage customer relationships and track interactions. Payments and Invoicing: Process payments and invoice customers. Create and sell online memberships and courses.

If you look at every transaction from the perspective of the customer, your business will deliver a better customer experience which will increase customer loyalty. Easy CRM software combines all information from different departments to provide a single, comprehensive view of each customer. The powerful project management feature allows you to manage and invoice projects. Track time spent on tasks, and bill customers. Ability to assign multiple staff members to a task and track the timer for each staff member. Professional invoices that look great are possible. Attach files to your clients and send them directly. A subscription management platform that automates accounting and fulfillment. Starts the sales process by identifying potential leads and prepares for the forecasting of sales in production in minutes. Get more business and get paid faster. Forget about never ending sales process.

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.

CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry.

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

Register your sales and we will send evaluation requests. We encourage your customers to share positive experiences with us and to contact you if they are unhappy. To show that you care about your customers, respond to them within the tool. Your client can give you valuable feedback about your company by giving you a positive or negative review. It doesn't have be a time-consuming and expensive task to build relationships with customers. Bten gives you communication tools that will help you increase your bottom line. Each step can be customized to suit your company and customized to retrieve the information you need. This will allow your patrons to have a positive experience that leads to increased revenue. People often talk about the importance and importance of customer service follow-through.

A powerful CRM that allows you to track all your showroom visits, vehicle sales, vehicle sales, loans and payment schedules. For a month, quarter, or half-year, set sales targets for your company revenue. Track, monitor and set sales targets for your bank and business sales staff members. Monitor and manage the sales performance of both your business as well as your sales team. To increase account openings, you can view the status of each follow up and prioritize leads. To sell more quickly, prioritize each follow-up and see its condition.

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

eWebLife's People Relationship Manager (PRM) is the heart of eWebLife. It provides a suite of web-based tools that help organizations manage their clients and prospects, members, employees volunteers, mentors, contacts, and more. eWebLife is a single platform that consolidates your technology needs, including sales lead tracking and invoicing, donation management and event registration and payment, communications, and more. eWebLife provides both templates and custom websites that can be integrated with eConnectLife and ePeople Relationship Manager. You will have easy access to your website contacts, allowing you to grow with a fully integrated solution. eWebLife offers solutions that allow profit and not-for-profit organizations to consolidate technology and grow their business.

ROI 360 is an innovative, fully-customized platform that streamlines and enhances business operations. It was designed specifically for service industries. It provides a comprehensive set of tools for managing every aspect of your company. Key Features CRM: Manage customer relations, track interactions, optimize your sales funnel. Sales Management: Streamline the sales process from quotation to fulfillment by using accurate reporting. Invoicing: Automate billing with integrated payment processing and automated invoicing. Project Management: Manage projects by assigning tasks, tracking progress, and setting deadlines. Inventory Management: Manage stock levels and optimize inventory levels. Purchase Management: Automate the procurement process and manage vendor relationships. Manufacturing: Improve production with tools for planning, scheduling, monitoring, and more. Maintenance and Repairs Schedule and track maintenance to minimise downtime.

A complete solution. Options for extensive integration and configuration. Real human customer support. Track revenue forecasts. Create proposals, book ad inventories in real-time, get eSignatures, capture payment methods and help your team achieve revenue goals. Automation workflows are available for IFTT processing of ad assignments and status updates. They also allow customer notifications (content collections reminders), ad serving & report generation. Bill and track payments in a systematic way. Dashboards can be customized to provide insight into revenue forecasting and other metrics, such as aging, cost-of-goods-sold, etc. Integrate with ERP/GL systems. Clients can view campaign details, pay invoices and generate account statements, as well as sign orders, submit ads, approve proofs and submit ad material online. Ad Orbit was built with integration in mind. It makes it simple to plug in your favorite applications. Our RESTful API and Zapier integration allows us to integrate with dozens of media and tech brands.

Netiquette Customer Relations Management System (CRM), a cloud CRM software, combines sales force automation with customer service management. Netiquette CRM software also includes a support ticketing software, which allows support agents to efficiently track and resolve customer support tickets. It allows you to create customer profiles and order histories using Netiquette CRM software. This will allow you to track customer behavior and identify new sales opportunities. Netiquette CRM software allows you to better understand your customers and respond to them effectively. Netiquette CRM software is a great tool to increase client retention, create personalized customer experiences, and improve customer service while reducing operational costs.

Solar eCRM is an enterprise-wide Customer Relations Management (CRM), system for the solar industry. Fully automated business process via cloud-based online system. This allows you to concentrate on growth and profitability. This powerful and versatile system is easy to set up and will allow you to automate your solar business activities. You will have more control over your leads and all the information you need. Never miss a lead opportunity. Send clients accurate, complete quotes immediately. Offer customer solar benefit analyses. All costs should be included. Orders can be processed without losing track customer, site, installer, and product requirements. Standard pricing for sales orders allows you to track margins. Installers can use these job packs to reduce installation problems. Track and lodge STC claims. To close the loop between customers and installers, fill out connection and rebate forms.