- Contact Management
- Customer Portals
- Estimates/Proposals
- Gmail, Outlook, and Zapier Integrations
- Integrates with Quickbools
- Invoicing
- Lead Management
- Quotes/Proposals
- Web-to-lead Form
Method:CRM offers the best QuickBooks integration in the industry. Their powerful, two-way QuickBooks sync helps you automate your [...]
- Apple Mail Integration
- Calendar/Reminder System
- Campaign Management
- Contact Management
- Customer Support Tracking
- Document Management
- Document Storage
- Email Marketing
- Interaction Tracking
- Lead Management
- Lead Scoring
- List Management
- Mac, iPhone & iPad
- Marketing Automation/Integration
- Marketing Management
- Mobile Access
- Pipeline Management
- Project Management
- Quotes/Proposals
- Referral Tracking
- Relationship Tracking
- Segmentation
- Task Management
- Team Assignments
Top CRM. Highly Recommended. Daylite helps businesses organize themselves with tools such as shared calendars, contacts, [...]
- Specific for Customer Support & Help Desk
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- API
- Automatic Call Distribution
- Blended Call Center
- Call Center Management
- Call Monitoring
- Call Logging
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Transfer
- Caller ID
- Campaign Management
- Computer Telephony Integration
- Contact Database
- Contact Management
- CRM
- eCommerce
- Email Management
- Inbound Call Center
- Interaction Tracking
- IVR / Voice Recognition
- Live Chat
- Manual Dialer
- Messaging
- Multi-Channel Communication
- Real-time Chat
- Reporting
- Reporting/Analytics
- Customizable Reports
- Social Media Integration
- Workflow Automation
LiveAgent is not a traditional CRM. They realised that impeccable Customer Support that makes customers feel valued and important is key to a company’s [...]
- Specific for Financial Advisors
- Accounting Management
- Calendar/Reminder System
- Client Management
- Client Portal
- Daily Reports
- Dashboard(s)
- Data Management
- Document Management
- Document Storage
- Email Management
- Email Marketing
- Estimates/Proposals
- Invoicing
- Knowledge Base Management
- Lead Capture
- Lead Management
- Marketing Management
- Meeting Management
- Mobile Access
- Pipeline Management
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Task Management
- Timesheet Management
FinCRM holds expertise in providing Full Stack Office Management and Customer Relationship Management (CRM) software solutions. The company possesses prowess in developing tailored CRM [...]
- Access Controls/Permissions
- Activity Tracking
- Alerts/Notifications
- Analytics
- API
- Campaign Management
- CRM
- Custom Dashboard(s)
- Customer Engagement
- Surveys & Feedback
- Widgets
InsuredMine is used by Independent Insurance Agents selling P&C or Commerical insurances. This all in one integrated System to optimize and grow your agency. [...]
- Performance Metrics
- Reporting/Analytics
- Shift Swapping
- Time Off Management
- Timesheet Management
A Workforce management platform that helps businesses schedule job tasks/assignments, monitor checklists, analyze real-time insights into KPIs, communicate with staff, attach on-site images/videos, handle [...]